Ngemva kwemakethe yezinkomo ende ngo-2021, lo mkhuba okhulayo waqhubeka kwaze kwaba ngu-2022. Wawusesigabeni sohlangothi olulodwa kanye nesimo sokuqina okuphezulu izinyanga eziyi-11. Ngasekupheleni kuka-2022, umkhuba wemakethe ye-polysilicon wabonakala endaweni yokushintsha, futhi ekugcineni waphela ngokukhula okungu-37.31%.
Ukukhuphuka njalo kwengxenye eyodwa izinyanga eziyi-11
Imakethe ye-polysilicon ngo-2022 ikhuphuke ngo-67.61% ezinyangeni zokuqala eziyi-11. Uma sibheka emuva ekuthambekeni kwemakethe konyaka, ingahlukaniswa cishe ngezigaba ezintathu. Ezinyangeni zokuqala eziyisishiyagalombili, yayikukhuphuka ngakunye. Yahlala iphezulu kusukela ngoSepthemba kuya kuNovemba, kwathi ngoDisemba, yalungiswa ngokushesha.
Isigaba sokuqala kwakuyizinyanga eziyisishiyagalombili zokuqala zika-2022. Imakethe ye-polysilicon inohambo olukhulu oluhamba eceleni, olunesikhathi esingu-67.8%. Ekuqaleni kuka-2022, imakethe ye-polysilicon yayichuma kakhulu ngemva kwentengo emaphakathi engu-176,000 yuan (intengo yamathani, efanayo ngezansi). Ekupheleni kuka-Agasti, intengo emaphakathi yayifinyelele ku-295,300 yuan, futhi abakhiqizi ngabanye bacaphune ama-yuan angaphezu kuka-300,000. Phakathi nalesi sikhathi, ukusebenza okuphelele kochungechunge lwemboni ye-photovoltaic kwakunamandla, futhi izinga lokusebenza kwemboni enkulu ye-silicon silicon engezansi ku-silicon engezansi laqhubeka nokukhula, futhi inzuzo yemakethe yokugcina yayinkulu. Ngesikhathi esifanayo, ngenxa yentengo ephezulu yezinto ze-silicon ezingenisiwe, amandla okukhiqiza amasha omhlaba wokuphakelwa obekwe phezulu awalungile njengoba bekulindelekile. Abakhiqizi ngabanye bagcinwa ekunakekelweni okuhlukile, futhi ukunikezwa kwe-polycrystalline silicon akuvunyelwe ukuqhubeka nokukhuphuka.
Isigaba sesibili sasisukela ngoSepthemba kuya kuNovemba 2022. Phakathi naleso sikhathi, imakethe ye-polysilicon yayizinzile kakhulu, futhi intengo emaphakathi yagcinwa cishe ku-295,000 yuan, futhi umjikelezo wehla kancane ngo-0.11%. NgoSepthemba, ukukhiqizwa kwabakhiqizi be-polysilicon kwakusebenza, izinga lokusebenza landa kakhulu, futhi amabhizinisi okulungisa aqala kabusha ukusebenza ngokulandelana, ukunikezwa kwanda kakhulu, futhi kwacindezela imakethe. Kodwa-ke, izisekelo zokunikezwa kanye nesidingo se-polycrystalline silicon zisagcina ibhalansi eqinile, futhi intengo isaqinile, futhi ihlala iphezulu.
Isigaba sesithathu sasingoDisemba 2022. Imakethe ye-polysilicon yalulama ngokushesha isuka ezingeni eliphezulu lama-yuan angu-295,000 ekuqaleni kwenyanga, ngokwehla kwanyanga zonke okungu-18.08%. Lokhu kwehla okuphansi kakhulu kungenxa yesilinganiso esiphezulu sokusebenza kwemboni ye-polysilicon. Abakhiqizi abakhulu abaqala umugqa wonke. Ukunikezwa kusakhuphukile uma kuqhathaniswa noNovemba 2022, futhi ijubane lokuthunyelwa kwamabhizinisi lehlile. Ngokuphathelene nesidingo, ukwehla kobusika kubonisa ubuthakathaka, intengo yama-wafer e-silicon iphansi, kanti imakethe yokugcina nayo yehlile ngasikhathi sinye. Kusukela ngoDisemba 30, 2022, intengo yemakethe ye-polysilicon ejwayelekile ilungisiwe yaba yi-yuan engu-241,700, yehle ngo-18.7% kusukela phezulu ngonyaka ka-yuan engu-297,300 ekupheleni kukaSepthemba.
Ukushayela ngenkani yonke indlela
Kuyo yonke imakethe yaminyaka yonke ye-polysilicon ngo-2022, uMhlaziyi Wekusasa waseGuangfa uJi Yuanfei ukholelwa ukuthi ngo-2022, ngenxa yesidingo esinamandla sokufakwa kwe-photovoltaic, imakethe ye-polysilicon ibilokhu intuleka, okuholele ekukhuphukeni kwamanani.
UWang Yanqing, umhlaziyi we-CITIC Futures Futures Industrial Products, naye unombono ofanayo. Uthe imakethe ye-photovoltaic iyinkambu ebaluleke kakhulu yokusetshenziswa kwe-polysilicon. Njengoba imboni ye-photovoltaic ingene ngokuphelele enkathini yokufinyelela i-inthanethi eshibhile ngo-2021, umjikelezo wokuchuma wavuleka futhi.
Ngokusho kwedatha evela ku-National Energy Administration, ngo-2021, inani lokufakwa okusha kwe-photovoltaic lalingu-54.88GW, okwaba unyaka omkhulu kunayo yonke wonyaka; ngo-2022, ukuchuma okuphezulu kwemboni ye-photovoltaic yasekhaya kwaqhubeka. Umthamo wokufakwa waminyaka yonke wokwanda konyaka nonyaka wawuphezulu njengo-105.83% unyaka nonyaka, okubonisa ukuqubuka okukhulu kwesidingo sokugcina.
Phakathi nalesi sikhathi, ngenxa yomlilo ongalindelekile ezintweni ze-silicon e-Xinjiang kanye nokuhlangenwe nakho "kwedolobha elinzima" eSichuan eSichuan ekukhiqizweni kwezinto ze-silicon, ukungezwani kwemakethe ye-polysilicon kwanda futhi kwakhuthaza kakhulu ukwenyuka kwamanani.
Iphuzu lokukhula kwamandla okukhiqiza liyavela
Kodwa-ke, ngoDisemba 2022, imakethe ye-polysilicon “ishintshe isitayela”, futhi isuke ekuthuthukeni okusheshayo kweGao Ge yaya ekuweni, ngisho nemboni embonini yanquma ukuthi “i-avalanche” yemakethe ye-polysilicon ayinamkhawulo.
“Ekuqaleni kuka-2022, amandla okukhiqiza amasha e-polysilicon akhishwa ngokulandelana. Ngesikhathi esifanayo, ngaphansi kwenzuzo ephezulu, abadlali abaningi abasha bangena emdlalweni futhi bandisa abadlali abadala, futhi amandla okukhiqiza asekhaya aqhubeka nokukhula.” UWang Yanqing uthe ngenxa yokuthi amandla okukhiqiza amasha agxile kakhulu kwikota yesine, umkhiqizo ukhuphuke kakhulu, okwaholela eqophelweni lokukhula kwemakethe ye-polysilicon.
Kusukela ngo-2021, kuqhutshwa izidingo zomshini wokufaka i-optical terminal, futhi amandla e-polysilicon asekhaya e-polysilicon aseqalile ukusheshisa ukwakhiwa. Ngo-2022, izici ezifana nokuthuthukiswa kokuchuma kwemboni, isidingo esinamandla esingezansi, kanye nenzuzo ecebile yokukhiqiza kwaheha inani elikhulu lemali embonini ye-polysilicon, futhi ukwakhiwa kwamaphrojekthi amasha kwaqalwa ngokulandelana, futhi amandla okukhiqiza aqhubeka nokukhula.
Ngokwezibalo ezivela ku-Baichuan Yingfu, kusukela ngoNovemba 2022, umthamo we-polycrystalline silicon yasekhaya ufinyelele kumathani ayizigidi ezingu-1.165, ukwanda ngo-60.53% ekuqaleni konyaka. , I-GCL Shan amathani ayi-100,000 ngonyaka I-granules silicon kanye ne-Tongwei Insurance Phase II amathani angu-50,000 ngonyaka.
NgoDisemba 2022, inani elikhulu lamandla okukhiqiza amasha e-polysilicon lafika kancane kancane ekukhiqizweni kwalo. Ngesikhathi esifanayo, ukunikezwa kwamasheya e-Xinjiang kwaqala ukusabalala. Ukunikezwa kwezimakethe ze-polysilicon kwanda kakhulu, futhi isimo sokungezwani kokunikezwa kanye nesidingo sancipha ngokushesha.
Uhlangothi lokuhlinzekwa kwe-polycrystalline silicon lwanda kakhulu, kodwa isidingo esingezansi sehla. Selokhu kwaqedwa amalungiselelo esitokwe ekupheleni kukaNovemba 2022, inani lokuthenga seliqalile ukwehla kakhulu. Ngaphezu kwalokho, isidingo esibuthakathaka ekupheleni konyaka sibangele nokuthi uchungechunge lwemboni ye-photovoltaic lube ngamazinga ahlukahlukene okugcina, futhi ukweqisa kwezingcezu ze-silicon kwakusobala kakhulu. Amabhizinisi amaningi ahamba phambili aqongelela inani elikhulu lempahla ye-silicon wafers. Ngokuqongelela impahla, ukuthengwa kwezinto zokusetshenziswa zezinkampani zamafilimu e-silicon nakho kuqhubekile nokwehla, okuholele ekwehleni kwamanani e-polysilicon. Ngenyanga eyodwa nje, yehla ngama-yuan angu-53,300, okwaphazanyiswa izinyanga eziyi-11.
Ngamafuphi, imakethe ye-polysilicon ngo-2022 yagcina imakethe yezinkomo yezinyanga eziyi-11. Nakuba ngoDisemba, ngenxa yamandla aqongelelwe okukhiqiza okusha, ukunikezwa kwemakethe kwanda, uhlangothi olufunwayo lwaluwukukhathala. Ukwanda kwama-37.31% kuyindawo yesikhombisa ohlwini lwemikhiqizo yamakhemikhali ethola inzuzo.
Isikhathi sokuthunyelwe: Feb-02-2023