Polysilicon: Gusaba gutwara inka ndende Pentium

Nyuma y’isoko rinini rimaze igihe kinini mu 2021, izamuka ryarakomeje kugeza mu 2022. Ryari mu rugendo rumwe kandi rihagaze neza mu gihe cy’amezi 11.Ahagana mu mpera za 2022, isoko rya polysilicon ryagaragaye aho rihinduka, amaherezo rirangira kwiyongera 37.31%.

Gukomeza kuzamuka wenyine mumezi 11

Isoko rya polysilicon mu 2022 ryazamutseho 67,61% mu mezi 11 yambere.Urebye inyuma yisoko ryumwaka, irashobora kugabanywamo ibice bitatu.Mu mezi umunani ya mbere, yariyongereye ku ruhande rumwe.Yagumye hejuru muri Nzeri kugeza Ugushyingo, kandi mu Kuboza, yarahinduwe cyane.

Icyiciro cya mbere cyari amezi umunani yambere ya 2022. Isoko rya polysilicon rifite urugendo runini rumwe, hamwe nigihe cya 67.8%.Mu ntangiriro za 2022, isoko rya polysilicon ryariyongereye cyane nyuma yikigereranyo cyo kugereranya 176.000 (igiciro cya toni, kimwe hepfo).Mu mpera za Kanama, igiciro cyo hagati cyari kigeze ku 295.300, kandi ababikora ku giti cyabo bavuze ko barenga 300.000.Muri kiriya gihe, imikorere rusange y’uruganda rw’amafoto y’amashanyarazi yari ikomeye, kandi igipimo cy’imikorere y’inganda nyamukuru zo mu bwoko bwa silicon silicon zo mu majyepfo ya silicon nini yo hepfo yakomeje kwiyongera, kandi inyungu y’isoko rya terefone yari myinshi.Muri icyo gihe, kubera igiciro kinini cyibikoresho bya silikoni yatumijwe mu mahanga, ubushobozi bushya bwo gutanga umusaruro hejuru y’ibicuruzwa bitangwa neza ntabwo ari byiza nkuko byari byitezwe.Abakora ku giti cyabo bakomeza kubungabungwa bitandukanye, kandi itangwa rya silikoni ya polyikristaline ntiyemewe gukomeza kwiyongera.

Icyiciro cya kabiri cyari kuva muri Nzeri kugeza Ugushyingo 2022. Muri icyo gihe, isoko ya polysilicon yari ihagaze neza cyane, kandi igiciro cyo hagati cyagumishijwe hafi 295.000, kandi ukwezi kwagabanutseho 0.11%.Muri Nzeri, umusaruro w’abakora polysilicon wari ukora, igipimo cy’ibikorwa cyiyongereye ku buryo bugaragara, kandi inganda zita ku bubiko zasubukuye imirimo imwe n'imwe, itangwa ryiyongera ku buryo bugaragara, kandi rihagarika isoko.Nyamara, shingiro rya polycrystalline silicon itanga nibisabwa biracyakomeza kuringaniza, kandi igiciro kiracyakomeye, kandi gikomeza kuba hejuru.

Icyiciro cya gatatu cyari mu Kuboza 2022. Isoko rya polysilicon ryahise risubirana kuva ku rwego rwo hejuru rw’amafaranga 295.000 mu ntangiriro z’ukwezi, aho ukwezi kwagabanutseho 18.08%.Uku kugabanuka kwinshi guterwa ahanini nigipimo kinini cyimikorere yinganda za polysilicon.Inganda nini nini zitangira umurongo wose.Isoko riracyiyongera ugereranije no mu Gushyingo 2022, kandi umuvuduko wo kohereza inganda wagabanutse.Kubijyanye nibisabwa, epfo yimbeho yerekana intege nke, igiciro cya wafer ya silicon kiri hasi, kandi isoko rya terefone naryo ryaragabanutse icyarimwe.Kugeza ku ya 30 Ukuboza 2022, impuzandengo y’isoko rya polysilicon yakosowe igera ku 241.700, igabanuka 18.7% ugereranije n’umwaka uri hejuru ya 297.300 mu mpera za Nzeri.

Saba gutwara inzira yose

Mu isoko rya buri mwaka rya polysilicon mu 2022, Umusesenguzi wa Guangfa Futures Ji Yuanfei yemeza ko mu 2022, kubera ko hakenewe cyane amashanyarazi, amashanyarazi ya polysilicon yamye ari make, bigatuma ibiciro bizamuka.

Wang Yanqing, umusesenguzi muri CITIC Futures Futures Industrial Products, nawe afite igitekerezo kimwe.Yavuze ko isoko rya Photovoltaque ariryo soko ryingenzi rikoreshwa rya polysilicon.Mugihe inganda zifotora zinjiye neza mugihe cyo kubona interineti ihendutse muri 2021, uruzinduko rwongeye gufungura.

Dukurikije imibare yaturutse mu kigo cy’igihugu gishinzwe ingufu, mu 2021, umubare w’amashanyarazi mashya yashyizweho ni 54.88GW, uba umwaka munini w’umwaka;muri 2022, inganda zo mu mafoto y’imbere mu gihugu zarakomeje.Ingano yo kwishyiriraho yumwaka -kuri -umwaka yiyongereye yari hejuru ya 105.83% umwaka -kumwaka, byerekana icyorezo gikomeye cyibisabwa.

Muri kiriya gihe, wibasiwe n’umuriro utunguranye mu bikoresho bya silikoni mu Bushinwa hamwe n’umujyi “uremereye” Sichuan uburambe bwa Sichuan mu gukora ibikoresho bya silikoni, impagarara ku isoko rya polysilicon zariyongereye kandi bituma izamuka ry’ibiciro ryiyongera.

Ihinduka ry'ubushobozi bw'umusaruro riragaragara

Ariko, mu Kuboza 2022, isoko rya polysilicon "ryahinduye uburyo", kandi riva mu iterambere ryihuse rya Gao Ge rigabanuka, ndetse n'inganda mu nganda zemeje ko "avalanche" yo ku isoko rya polysilicon itagira iherezo.

Ati: “Mu ntangiriro za 2022, ubushobozi bushya bwo gukora polysilicon bwasohotse buri kimwe.Muri icyo gihe, kubera inyungu nyinshi -driven, abakinnyi benshi bashya binjiye mu mukino kandi bagura abakinnyi bakera, kandi umusaruro w’imbere mu gihugu wakomeje kwiyongera. ”Wang Yanqing yavuze ko kubera ko ubushobozi bushya bwo kubyaza umusaruro bwibanze cyane mu gihembwe cya kane, Umusaruro wiyongereye ku buryo bugaragara, bigatuma isoko ry’isoko rya polysilicon rihinduka.

Kuva mu 2021, itwarwa nibikenerwa na mashini ya optique yo kwishyiriraho, kandi ubushobozi bwa polysilicon yo murugo bwa polysilicon bwatangiye kwihutisha kubaka.Mu 2022, ibintu nko kuzamura iterambere ry’inganda, icyifuzo gikomeye cyo hasi, hamwe n’inyungu nyinshi z’umusaruro byakuruye igishoro kinini mu nganda za polysilicon, kandi kubaka imishinga mishya byatangiye bikurikirana, kandi umusaruro urakomeza. kwiyongera.

Dukurikije imibare yaturutse muri Baichuan Yingfu, kugeza mu Gushyingo 2022, ubushobozi bwa silikoni yo mu gihugu bwa polycrystalline bwageze kuri toni miliyoni 1.165, bwiyongereyeho 60.53% mu ntangiriro z'umwaka., GCL Shan toni 100.000 / mwaka Granules silicon na Tongwei Ubwishingizi Icyiciro cya II toni 50.000 / kumwaka.

Ukuboza 2022, umubare munini wa polysilicon ubushobozi bushya bwo gukora umusaruro wageze buhoro buhoro umusaruro.Muri icyo gihe, itangwa ry’imigabane muri Sinayi ryatangiye gukwirakwira.Isoko ryamasoko ya polysilicon ryiyongereye kuburyo bugaragara, kandi ikibazo cyo kugemura no gukemura ibibazo cyaragabanutse vuba.

Uruhande rutanga silikoni ya polyikristaline rwiyongereye cyane, ariko icyifuzo cyo hasi cyaragabanutse.Kuva imyiteguro yimigabane irangiye mu mpera zUgushyingo 2022, ingano yo kugura yatangiye kugabanuka cyane.Byongeye kandi, intege nke zisabwa mu mpera zumwaka nazo zatumye urwego rwinganda zifotora rwifoto yububiko butandukanye, kandi ibirenze ibice bya silikoni byagaragaye cyane.Ibigo byinshi byayoboye byakusanyije umubare munini wibikoresho bya silicon wafers.Hamwe no kwegeranya ibarura, kugura ibikoresho fatizo kumasosiyete ya firime ya silicon nabyo byakomeje kugabanuka, bituma ibiciro bya polysilicon bigabanuka.Mu kwezi kumwe gusa, yagabanutseho 53.300, byahagaritswe amezi 11.

Muri make, isoko ya polysilicon mumwaka wa 2022 yagumanye isoko ryinka -kwezi 11.Nubwo mu Kuboza, kubera ubushobozi bwibanze ku bushobozi bushya bwo gutanga umusaruro, isoko ryiyongereye, igice cy’ibisabwa cyari umunaniro.Kwiyongera kwa 37.31% nu mwanya wa karindwi kurutonde rwunguka ibicuruzwa bivura imiti.