Mushure memusika wemombe wakakura kwenguva refu muna 2021, maitiro ekuwedzera akaramba achikura kusvika muna 2022. Aive ari murwendo rwega uye mamiriro ekugadzikana kwepamusoro kwemwedzi gumi nerimwe. Pedyo nekupera kwa2022, maitiro emusika wepolysilicon akaonekwa panguva yekuchinja, uye pakupedzisira akaguma nekuwedzera kwe37.31%.
Kuramba kuchikwira kwega kwega kwemwedzi gumi nerimwe
Musika wepolysilicon muna 2022 wakakwira ne67.61% mumwedzi gumi nerimwe yekutanga. Tichifunga nezvemafambiro emusika wegore, unogona kukamurwa kuita zvikamu zvitatu. Mumwedzi misere yekutanga, waive mukukura kwega kwega. Wakaramba wakakwira kubva munaGunyana kusvika Mbudzi, uye muna Zvita, wakagadziriswa zvakanyanya.
Danho rekutanga raive mwedzi misere yekutanga ya2022. Musika wepolysilicon une rwendo rukuru rwekutenderera, nenguva ye67.8%. Pakutanga kwa2022, musika wepolysilicon waikura zvakanyanya mushure memutengo wepakati we176,000 yuan (mutengo wetani, wakafanana pazasi). Pakupera kwaNyamavhuvhu, mutengo wepakati wakanga wasvika pa295,300 yuan, uye vagadziri vega vega vakati mari yacho yaipfuura 300,000 yuan. Munguva iyi, mashandiro ese eindasitiri ye photovoltaic aive akasimba, uye mwero wekushanda kweindasitiri huru yesilicon silicon muindasitiri huru yesilicon yakaramba ichikwira, uye purofiti yemusika wekupedzisira yaive yakakura. Panguva imwe chete, nekuda kwemutengo wakakwira wezvinhu zvesilicon zvinounzwa kunze kwenyika, kugona kutsva kwekugadzira kwenzvimbo yekugovera yakamisikidzwa hakusi kwakanaka sezvaitarisirwa. Vagadziri vega vega vanochengetwa vari mukuchengetedza kwakasiyana, uye kuwanikwa kwepolycrystalline silicon hakubvumirwi kuramba kuchikwira.
Danho rechipiri raive kubva munaGunyana kusvika Mbudzi 2022. Munguva iyi, musika wepolysilicon waive wakadzikama zvakanyanya, uye avhareji yemutengo yakaramba iri pa295,000 yuan, uye kutenderera kwacho kwakadzikira zvishoma ne0.11%. MunaGunyana, kugadzirwa kwevagadziri vepolysilicon kwaive kuri kushanda, mwero wekushanda wakawedzera zvakanyanya, uye mabhizinesi ekugadzirisa akatangazve kushanda rimwe nerimwe, kuwanikwa kwakawedzera zvakanyanya, uye kwakadzvinyirira musika. Zvisinei, hwaro hwekugoverwa kwepolycrystalline silicon nekudiwa kwacho zvichiri kuramba zvakaringana, uye mutengo uchiri wakasimba, uye uchiri wakakwira.
Danho rechitatu raive muna Zvita 2022. Musika wepolysilicon wakakurumidza kupora kubva pa295,000 yuan pakutanga kwemwedzi, nekudzikira kwe18.08% pamwedzi. Kudzikira uku kwakaderera kunonyanya kukonzerwa nehuwandu hwekushanda kweindasitiri yepolysilicon. Vagadziri vakuru ndivo vanotanga mutsetse wese. Kuwanikwa kuchiri kuwedzera zvichienzaniswa naMbudzi 2022, uye kumhanya kwekutumira mabhizinesi kwadzikira. Panyaya yekudiwa, kuderera kwechando kunoratidza kushaya simba, mutengo wesilicon wakaderera, uye musika wekupedzisira wadzikirawo panguva imwe chete. Kubva musi wa30 Zvita 2022, avhareji yemutengo wemusika wepolysilicon yakagadziridzwa kusvika pa241,700 yuan, kudzikira ne18.7% kubva pagore rakakwirira re297,300 yuan pakupera kwaGunyana.
Kutyaira nechisimba munzira yese
Mumusika wegore negore wepolysilicon muna 2022, Muongorori weGuangfa Futures Ji Yuanfei anotenda kuti muna 2022, nekuda kwekudiwa kukuru kwekuisa ma photovoltaic, musika wepolysilicon wagara uri mushoma, izvo zvakakonzera kukwira kwemitengo.
Wang Yanqing, muongorori weCITIC Futures Futures Industrial Products, anewo maonero akafanana. Akati musika we photovoltaic ndiwo munda unonyanya kukosha wekushandiswa kwe polysilicon. Sezvo indasitiri ye photovoltaic yakapinda zvizere munguva yeInternet yakachipa muna 2021, kutenderera kwekubudirira kwakavhurwa zvakare.
Sekureva kwedata kubva kuNational Energy Administration, muna 2021, huwandu hwemagetsi matsva e photovoltaic hwaive 54.88GW, zvichiva gore guru regore; muna 2022, kubudirira kukuru kweindasitiri ye photovoltaic yemuno kwakaramba kuripo. Huwandu hwemagetsi egore negore hwekuwedzera kwegore negore hwaive hwakakwira kusvika 105.83% pagore, zvichiratidza kuwedzera kukuru kwekuda kwemagetsi ekupedzisira.
Munguva iyi, yakakonzerwa nemoto usingatarisirwi wakaitika muchinhu chesilicon muXinjiang uye chiitiko cheSichuan che "guta guru" mukugadzirwa kwezvinhu zvesilicon muSichuan, kusagadzikana kwemusika wepolysilicon kwakawedzera uye kwakasimudzira kukwira kwemitengo.
Nzvimbo yekukwira kwesimba rekugadzira iri kubuda
Zvisinei, muna Zvita 2022, musika wepolysilicon "wakachinja maitiro", uye wakachinja kubva pakufambira mberi nekukurumidza kweGao Ge kuenda pakudonha, uye kunyange indasitiri iri muindasitiri yakaona kuti "kudonha" kwemusika wepolysilicon kwakanga kusingagumi.
"Mukutanga kwa2022, kugona kutsva kwekugadzira polysilicon kwakaburitswa mumwe mushure memumwe. Panguva imwe chete, nekuda kwepurofiti yakakura, vatambi vatsva vazhinji vakapinda mumutambo uye vakawedzera vatambi vekare, uye kugona kwekugadzira kwemuno kwakaramba kuchiwedzera." Wang Yanqing akati nekuda kwekuti kugona kutsva kwekugadzira kwakanyanya mukota yechina, kubuda kwacho kwakawedzera zvakanyanya, zvichikonzera kukwira kwemusika wepolysilicon.
Kubva muna 2021, zvinotungamirwa nezvinodiwa nemuchina wekuisa maoptical terminal, uye kugona kwepolysilicon yemuno kwakatanga kukurumidzisa kuvaka. Muna 2022, zvinhu zvakaita sekuvandudzwa kwekubudirira kweindasitiri, kudiwa kwakanyanya kwemagetsi, uye purofiti yakawanda yekugadzira zvakakwezva mari yakawanda muindasitiri yepolysilicon, uye kuvakwa kwemapurojekiti matsva kwakatangwa zvakatevedzana, uye kugona kwekugadzira kwakaramba kuchikwira.
Zvichienderana nehuwandu kubva kuBaichuan Yingfu, kubva muna Mbudzi 2022, kugona kwepolycrystalline silicon yemumba kwakasvika matani mamiriyoni 1.165, kuwedzera kwe60.53% kubva pakutanga kwegore. , GCL Shan matani zviuru zana pagore Granules silicon uye Tongwei Insurance Phase II matani zviuru makumi mashanu pagore.
Muna Zvita 2022, huwandu hwakawanda hwezvinhu zvitsva zve polysilicon hwakasvika pakugadzirwa kwahwo zvishoma nezvishoma. Panguva imwe chete, kuwanikwa kwemasheya muXinjiang kwakatanga kutenderera. Kuwanikwa kwemisika ye polysilicon kwakawedzera zvakanyanya, uye mamiriro ekushaikwa kwemari uye kusawirirana kwezvinodiwa kwakaderedzwa nekukurumidza.
Rutivi rwekuwanikwa kwepolycrystalline silicon rwakawedzera zvakanyanya, asi kudiwa kwakaderera. Kubva pakapedzwa kugadzirira zvimwe zvinhu pakupera kwaMbudzi 2022, huwandu hwekutenga hwakatanga kudzikira zvakanyanya. Pamusoro pezvo, kudiwa kushoma pakupera kwegore kwakakonzerawo kuchengetwa kwakasiyana kwenzvimbo dzemagetsi ezuva nezuva, uye kuwanda kwezvidimbu zvesilicon kwaive pachena zvakanyanya. Makambani mazhinji anotungamira akaunganidza huwandu hwakawanda hwezvinhu zvesilicon wafers. Nekuunganidzwa kwezvinhu, kutenga zvinhu zvemakambani efirimu esilicon kwakaramba kuchidzikirawo, zvichikonzera kudzikira kwemitengo yepolysilicon. Mumwedzi mumwe chete, yakadonha ne53,300 yuan, iyo yakamiswa kwemwedzi gumi nerimwe.
Muchidimbu, musika wepolysilicon muna 2022 wakaramba uine musika wemombe wemwedzi gumi nerimwe. Kunyangwe muna Zvita, nekuda kwekugona kukuru kwekugadzira zvinhu zvitsva, kuwanikwa kwemusika kwakawedzera, divi rekuda raive kuneta. Kuwedzera kwe37.31% ndiyo nzvimbo yechinomwe pane runyorwa rwezvinhu zvinogadzirwa nemakemikari.
Nguva yekutumira: Kukadzi-02-2023