Kutevera misika yemhou yakareba-yakakura muna 2021, maitiro ekukwira akaenderera mberi kusvika 2022. Yakanga iri muunilateral ride uye yakakwirira kugadzikana kwemwedzi ye11.Pedyo nekupera kwa2022, maitiro emusika wepolysilicon akaonekwa panguva yekushanduka, uye akazoguma awedzera 37.31%.
Kuramba kuchikwira unilaterally kwemwedzi gumi neimwe
Musika wepolysilicon muna 2022 wakakwira 67.61% mumwedzi gumi neimwe yekutanga.Tichitarisa kumashure pamusika wegore, inogona kukamurwa kuita zvikamu zvitatu.Mumwedzi misere yekutanga, yaive mukukwira unilateral.Yakaramba yakakwirira munaSeptember kusvika munaNovember, uye muna December, yakagadziridzwa zvakanyanya.
Danho rekutanga raive mwedzi misere yekutanga ye2022. Musika wepolysilicon une yakakura unilateral ride, ine nguva ye67.8%.Pakutanga kwa2022, musika wepolysilicon waikura munzira yese mushure meavhareji mutengo we176,000 yuan (mutengo wetani, zvakafanana pazasi).Pakupera kwaNyamavhuvhu, mutengo weavhareji wakanga wabatwa kusvika ku295,300 yuan, uye vagadziri vega voga vakataura zvinodarika 300,000 yuan.Munguva iyi, kuita kwese kweiyo photovoltaic indasitiri chain yaive yakasimba, uye mwero wekushanda weiyo huru yakadzika pasi silicon indasitiri mune iyo huru yakadzika pasi silicon yakaramba ichiwedzera, uye purofiti yemusika wekupedzisira yaive yakakura.Panguva imwecheteyo, nekuda kwemutengo wepamusoro wezvigadzirwa zvesilicon zvinotengeswa kunze kwenyika, hutsva hwekugadzira hutsva hwepamusoro-soro hwekugovera nzvimbo hauna kunaka sezvaitarisirwa.Vagadziri vega vanochengetwa mukuchengetedza kwakasiyana, uye kupihwa kwepolycrystalline silicon hakubvumidzwe kuramba kuchikwira.
Chikamu chechipiri chaive kubva munaSeptember kusvika munaNovember 2022. Munguva iyi, misika yepolysilicon yaiva yakakwirira-yakadzikama, uye mutengo wepakati wakachengetwa paanenge 295,000 yuan, uye kutenderera kwakaderera zvishoma ne0.11%.MunaSeptember, kugadzirwa kwevagadziri vepolysilicon kwakashanda, chiyero chekushanda chakawedzera zvakanyanya, uye makambani ekugadzirisa akatangazve kushanda imwe pashure peimwe, kupa kwakawedzera zvakanyanya, uye kudzvinyirira musika.Nekudaro, izvo zvakakosha zvepolycrystalline silicon kugovera uye kudiwa zvichiri kuchengetedza chiyero chakasimba, uye mutengo uchiri wakasimba, uye unoramba wakakwira.
Danho rechitatu raive muna Zvita 2022. Musika wepolysilicon wakakurumidza kupora kubva padanho repamusoro re295,000 yuan pakutanga kwemwedzi, nekudzikira kwemwedzi ne18.08%.Uku kudzikisira kwakaderera kunonyanya kukonzerwa nehuwandu hwekushanda kweiyo polysilicon indasitiri.Vagadziri vakuru vakuru vanotanga mutsara wese.Kupihwa kuchiri kuwedzera zvichienzaniswa naNovember 2022, uye kumhanya kwekutakura kwemabhizinesi kwadzikira.Panyaya yekuda, kudzika kwechando kunoratidza kushaya simba, mutengo wesilicon wafers wakaderera, uye musika wekupedzisira wakadzikirawo panguva imwe chete.Kubva muna Zvita 30, 2022, avhareji mutengo wemusika wepolysilicon wakagadziriswa kusvika pa241,700 yuan, pasi 18.7% kubva pagore repamusoro re297,300 yuan pakupera kwaGunyana.
Demand drive nzira yese
Mumusika wepagore wepolysilicon muna 2022, Guangfa Futures Analyst Ji Yuanfei anotenda kuti muna 2022, nekuda kwekuda kwakasimba kwekuisa photovoltaic, musika wepolysilicon wagara uri kushomeka, izvo zvakonzera kukwira kwemitengo.
Wang Yanqing, muongorori weCITIC Futures Futures Industrial Products, anewo maonero akafanana.Akataura kuti iyo photovoltaic musika ndiyo inonyanya kukosha terminal yekushandisa munda wepolysilicon.Sezvo iyo photovoltaic indasitiri yakapinda zvizere munguva yekuchipa kweInternet kuwana muna 2021, kutenderera kwebudiriro kwakavhurwa zvakare.
Zvinoenderana nedata kubva kuNational Energy Administration, muna 2021, nhamba nyowani yekuisa photovoltaic yaive 54.88GW, ikava gore rakakura kwazvo regore;muna 2022, yepamba photovoltaic indasitiri budiriro yepamusoro yakaenderera mberi.Kuiswa kwegore negore kwehuwandu hwegore-on-gore kuwedzera kwakakwira kusvika 105.83% gore-pa-gore, zvichiratidza kubuda kukuru kwekuda kwekupedzisira.
Munguva iyi, yakakanganiswa nemoto usingatarisirwi mune silicon zvinhu muXinjiang uye "guta rinorema" Sichuan ruzivo rweSichuan mukugadzirwa kwezvinhu zvesilicon, kunetsana kwemusika wepolysilicon kwakawedzera uye kwakasimudzira kukwira kwemitengo.
Iyo inflection point yehuwandu hwekugadzira iri kubuda
Nekudaro, muna Zvita 2022, musika wepolysilicon "wachinja maitiro", uye wachinja kubva kuGao Ge nekukurumidza kuenda kukuwa, uye kunyangwe indasitiri muindasitiri yakafunga kuti "avalanche" yemusika wepolysilicon yakanga isingaperi.
"Mukutanga kwa2022, hutsva hwekugadzira polysilicon yakaburitswa imwe mushure meimwe.Panguva imwecheteyo, pasi pemubairo wakakwira, vatambi vazhinji vatsva vakapinda mumutambo uye vakawedzera vatambi vekare, uye kugona kwekugadzira mudzimba kwakaramba kuchiwedzera. "Wang Yanqing akati nekuda kwekuti hutsva hutsva hwekugadzira hunonyanya kuiswa muchikamu chechina, Kubuda kwakawedzera zvakanyanya, zvichikonzera inflection point yemusika wepolysilicon.
Kubva 2021, inofambiswa nezvido zveiyo terminal optical yekuisa muchina, uye iyo yepamba polysilicon kugona kwepolysilicon yatanga kumhanyisa kuvaka.Muna 2022, zvinhu zvakaita sekuvandudzwa kwebudiriro yeindasitiri, kudiwa kwakasimba kwepasi, uye hupfumi hwekugadzira purofiti zvakakwezvwa mari yakawanda muindasitiri yepolysilicon, uye kuvakwa kwemapurojekiti matsva kwakatanga zvakateerana, uye kugona kwekugadzira kwakaenderera. kuwedzera.
Zvinoenderana nenhamba kubva kuBaichuan Yingfu, kubva munaNovember 2022, mudzimba polycrystalline silicon kugona yakasvika 1.165 miriyoni matani, kuwedzera kwe60.53% pamusoro pekutanga kwegore., GCL Shan 100,000 matani/gore Granules silicon uye Tongwei Inishuwarenzi Phase II 50,000 matani/gore.
Muna Zvita 2022, huwandu hukuru hwepolysilicon hutsva hwekugadzira huwandu hwasvika pakugadzirwa kwayo.Panguva imwecheteyo, kupihwa kwemasheya muXinjiang kwakatanga kutenderera.Kupihwa kwemisika yepolysilicon kwakawedzera zvakanyanya, uye mamiriro ekupa kwakasimba uye kusawirirana kwekuda kwakadzikira nekukurumidza.
Rutivi rwekugovera rwepolycrystalline silicon rwakawedzera zvakanyanya, asi kudiwa kwepasi kwakaramba.Kubva pakapedzwa mamwe gadziriro dzemasheya mukupera kwaMbudzi 2022, huwandu hwekutenga hwatanga kudzikira zvakanyanya.Mukuwedzera, kudiwa kusina simba pakupera kwegore kwakakonzerawo kuti photovoltaic industry chain kune zvidimbu zvakasiyana-siyana zvekuchengetedza, uye kuwandisa kwezvidimbu zvesilicon kwainyanya kuoneka.Mazhinji mabhizinesi anotungamira akaunganidza huwandu hukuru hwesilicon wafers inventory.Nekuunganidzwa kwezvinhu, kutengwa kwezvinhu zvakagadzirwa zvesilicon film makambani zvakaramba zvichidzikira, zvichikonzera kudzikira kwemitengo yepolysilicon.Mumwedzi mumwe chete, yakaderera 53,300 yuan, iyo yakamiswa kwemwedzi gumi nemumwe.
Muchidimbu, musika wepolysilicon muna 2022 wakachengetedza musika wemombe wemwedzi gumi neimwe.Kunyangwe muna Zvita, nekuda kwehuwandu hwakasimba hwehutsva hwekugadzira, huwandu hwemusika hwakawedzera, murwi wedivi rekuda kwaive kuneta.Kuwedzera kwe37.31% ndiyo nzvimbo yechinomwe mune yekuwana runyorwa rwezvigadzirwa zvemakemikari.
Nguva yekutumira: Feb-02-2023