Kutevera iyo yakareba-yekara yemombe yemombe muna 2021, maitiro anokwira akaenderera mberi kusvika 2022 Pedyo nekupera kwa2022, maitiro emusika wePolslicon akaonekwa pakuchinja nzvimbo, uye akazopedzisira apera aine 37.31% kuwedzera.
Kuramba uchikwira unilateraly kwemwedzi gumi nembiri
Musika wePolslicon muna 2022 Rose 67.61% mumwedzi gumi nemaviri yekutanga. Kutarisa kumashure pamusika maitiro egore, inogona kukamurwa kuita matanho matatu. Mumwedzi misere yekutanga, yaive musinganetsi unilateral. Yakaramba yakakwira munaSeptember kusvika munaNovember, uye munaDecember, yakachinjirwa kwazvo.
Chikamu chekutanga ndechekutanga mwedzi misere ya2022. Iyo Poldilicon Stock ine yakakura unilateral kukwira, nenguva ye67.8%. Pakutanga kwe2002, musika wePolslicon waikudza nzira yese mushure memutengo wechiitiko 176,000 yuan (TON mutengo, zvakafanana pazasi). Pakupera kwaAugust, mutengo wepakati wakange wabatwa kusvika ku 295,300 Yuan Yuan, uye vagadziri vemasangano vakataura zvinopfuura mazana matatu ezviuru yeYuan. Pakati peino nguva, kuita kwakazara kweindasitiri yemhando yeTempleya yaive yakasimba, uye huwandu hwenyika huru yeSilicon indasitiri yeSilicon indavha yakanyanya kuwanda. Panguva imwecheteyo, nekuda kwemutengo wakakwira wekunze kunze kwekunze Silicon zvinhu, iyo itsva yekugadzira kugona kweiyo Superimposed Supposed nzvimbo haina kunaka sekutarisirwa. Vagadziri vemunhu mumwe nemumwe vanochengetwa mukuparadzaniswa kwakaparadzana, uye kuwanikwa kwe polycrystalline silicon hakubvumirwe kuramba vachikwira.
Chikamu chechipiri chakabva munaGunyana kusvika munaNovember 2022 MunaSeptember, kugadzirwa kwevanogadzira polysicon vaishanda, huwandu hwekushanda hwakawedzera zvakanyanya, uye mabhizinesi ekugadzirisa akatangazve mabasa ekutanga mushure meimwe, kuwanikwa kwakawedzera zvakanyanya, uye kudzvanya musika. Nekudaro, izvo zvinokosha zvePolycrystalline Silicon Supply uye Kuda kuchichengetedza chiyero chakasimba, uye mutengo uchine simba, uye uchiramba wakakwirira.
Nhanho yechitatu yaive muna Zvita 2022 Uku kuderedzwa kwakaderera kunonyanya kukonzerwa nemhando yepamusoro yekushandisa kweiyo polysilic indasitiri. Iwo mahombe makuru anogadzira anotanga mutsara wese. Iko kupihwa kuchiri kuchiwedzera kuenzaniswa neNovember 2022, uye kumhanya kwekutakura kwemabhizimusi kwadzikira. Panyaya yekuda, iyo Downstream yenguva yechando inoratidza kushaya simba, mutengo wetiLicon wafers hwakadzika, uye musika werefu hwakadzikira panguva imwe chete. Kubva muna Zvita 30, 2022, iyo avhareji yemusika yemusika mutengo wakaruramiswa kusvika pamakumi maviri nenomwe, pasi 18.7% kubva pagore rakakwira makore 297,300 Yuan pakupera kwaGunyana.
Kuda kutyaira nzira yese
Mumusika wese wepagore wePolysilicon muna 2022, Guangfa Furures Anyanzvi Auyuanfei anotenda kuti muna 2022, iyo Polysicon Skota yagara ichipfupi, iyo yakatungamira mukuvhiya mumitengo.
Wang Yanqing, muongorori kuCitic Tsime remangwana remangwana zvigadzirwa, zvakare zvine maonero akafanana. Akataura kuti iyo photovoltaic musika ndiyo yakanyanya kukosha terminal yekushandisa munda wePolysilic. Sezvo indasitiri yemoto
Sekureva kwedata kubva kuNational Energy Energy Administration, muna 2021, iyo nhamba yeiyo nyowani Photospoltaic Kuiswa yaive 54.88Gw, kuve gore rakakura kwazvo regore; Muna 2022, iyo yedhirivheri yeThivha yeThivha yeThivhi Yakanyanya Kubudirira Kunoenderera. Iyo yegore yekuisa yegore regore -on -ye yekuwedzera yaive yakakwira se10.83% gore -on -year, kuratidza hukuru hwekubuda kweterminal.
Pakati peino nguva, inokanganiswa nemoto usingatarisirwi muchidimbu cheSilicon muXinjiang uye "guta rinorema" reSichuan mukugadzirwa kweSilicon
Iyo inflection point yekugadzira yekugadzira ndeyekubuda
Nekudaro, munaDecember 2022, musika wePolslicon "akachinja kubva kuGao gao gao ga.
"Mukutanga makore 2022, kugona kutsva kwePolysilicon kwakaburitswa mushure meimwe. Panguva imwecheteyo, pasi peprofit -Driveyn, vazhinji vatambi vatsva vakapinda mumutambo uye vakawedzera vatambi vekare, uye kugona kwekugadzira mudzimba kwakaramba kuwedzera. " Wang Yanqing akadaro nekuti iyo itsva yekugadzira yekugadzira inonyanya kuiswa mune yechina kota, kubuda kwakawedzera zvakanyanya, zvichikonzerwa nekutsanangurwa kwemusika wePolysilicon.
Sezvo 2021, inotungamirwa nezvinodiwa zveiyo terminal Optication yekuisa muchina, uye iyo imba yePolslicon kugona kwePolysilicon yatanga kukurudzira kuvaka. Muna 2022, zvinhu zvakadai sekuvandudzwa kweshanduru zveindasitiri, purofiti yakasimba yekugadzira yakakwezva huwandu hwemari huru muindasitiri yePolysilicon, uye kuvakwa kwemapurojekiti matsva kwakatangwa, uye kugona kwekugadzira kwakapfuurira kuwedzera.
Sekureva kwehuwandu kubva kuBaichuan Yingfu, saNovember 2022, Domember 2022, Domember 2022, Domember 2022, Dolly Polycrystalline Silicon kugona kwasvika 1.165 miriyoni matani, kuwedzera kwe60,53% pamusoro pegore. , GCL Shan 100,000 matani / gore Granules Silicon uye Tongweei Inishuwarenzi Phase II 50,000 matani / gore.
MunaDecember 2022, nhamba huru yePolysilic New Production kugona zvishoma nezvishoma yakasvika kugadzirwa kwayo. Panguva imwecheteyo, kuwanikwa kwematanda ari muXinjiang akatanga kutenderera. Kuwanikwa kwemisika yePolysilicon yakawedzera zvakanyanya, uye mamiriro ekupa kwakasimba uye anodikanwa kusawirirana kwakareruka nekukurumidza.
Iyo yekupa rutivi rwePolycrystalline silicon yakawedzera zvakanyanya, asi kukudzwa kwekuda kwakadzikira. Sezvo kupedzwa kweimwe gadziriro yekugadzirira mukupera kwaNovember 2022, iyo vhoriyamu yekutenga yatanga kuderedza zvakanyanya. Uye zvakare, iyo isina kusimba kuguma kwegore zvakare yakakonzerawo mafirita emapikicha kune dzakasiyana madhigirii ekuchengetedza, uye zvakawandisa zveSilicon zvidimbu zvakanyanyisa pachena. Mazhinji mabhizinesi anotungamira akaunganidza nhamba yakakura yeSilicon Wafers Hesventory. Nekuunganidzwa kwekutsvaga, kuwanda kwezvinhu zvisina kugadzirwa zveSilicon makambani emakambani eSilicon akaenderera mberi nekudzikira, zvichikonzera kuderera mumitengo yePolysilicon. Mumwedzi mumwe chete, yakawa mazana matatu nemakumi matatu nemazana matatu, iyo yakakanganiswa kwemwedzi gumi nemaviri.
Mukupfupikisa, musika wePolslicon muna 2022 akachengeta imwe yematombo ematombo emombe. Kunyangwe munaDecember, nekuda kwekugona kwepfungwa kwekugona kwehunyanzvi hwekugadzira, musika wakawanda wakawedzera, stack yedanho rakadikanwa raive kupera simba. Kuwedzera kwe37.31% inzvimbo yechinomwe mune yekuwana runyorwa rwezvemakemikari zvigadzirwa.
Kutumira Nguva: Kukadzi-02-2023