Nyuma y’isoko ry’inka rinini ryabaye mu 2021, icyerekezo cyakomeje kwiyongera kugeza mu 2022. Ryari mu rugendo rw’impande zombi kandi ryari mu gihe cy’amezi 11. Mu mpera za 2022, icyerekezo cy’isoko rya polysilicon cyagaragaye ku ihinduka rikomeye, amaherezo kirangira ku kigero cya 37.31%.
Gukomeza kwiyongera umwe umwe mu gihe cy'amezi 11
Isoko rya polysilicone mu 2022 ryazamutseho 67.61% mu mezi 11 ya mbere. Iyo urebye uko isoko ry’umwaka ryagenze, rishobora kugabanywamo ibice bitatu. Mu mezi umunani ya mbere, ryari mu izamuka ry’ibiciro ku ruhande rumwe. Ryakomeje kuba hejuru kuva muri Nzeri kugeza Ugushyingo, kandi mu Ukuboza, ryahinduwe cyane.
Icyiciro cya mbere cyari amezi umunani ya mbere ya 2022. Isoko rya polysilicon rifite urugendo runini ku ruhande rumwe, rufite igihe cya 67.8%. Mu ntangiriro za 2022, isoko rya polysilicon ryari rikomeje gutera imbere nyuma y’igiciro mpuzandengo cya yuan 176.000 (igiciro cya toni, kimwe kiri hasi). Mu mpera za Kanama, igiciro mpuzandengo cyari cyageze kuri yuan 295.300, kandi abakora ku giti cyabo bavuze ko barengeje yuan 300.000. Muri iki gihe, imikorere rusange y’uruhererekane rw’inganda zikora amashanyarazi yari ikomeye, kandi igipimo cy’imikorere y’inganda zikora silicon muri silikoni ikomeye cyakomeje kwiyongera, kandi inyungu y’isoko rya nyuma yari nini. Muri icyo gihe, bitewe n’igiciro kinini cy’ibikoresho bya silikoni bitumizwa mu mahanga, ubushobozi bushya bwo gukora ubuso bunini bw’ibikoresho ntabwo ari bwiza nkuko byari byitezwe. Abakora ku giti cyabo babungabungwa mu buryo butandukanye, kandi isoko rya silikoni ya polycrystalline ntiryemerewe gukomeza kwiyongera.
Icyiciro cya kabiri cyari kuva muri Nzeri kugeza Ugushyingo 2022. Muri icyo gihe, isoko rya polysilicon ryari rihagaze neza cyane, kandi igiciro mpuzandengo cyagumye kuri 295.000 Yuan, kandi uruziga rwaragabanutseho gato ho 0.11%. Muri Nzeri, umusaruro w'inganda za polysilicon wari urimo gukora, igipimo cy'imikorere cyariyongereye cyane, maze ibigo bibungabunga ibikorwa byabyo bikomeza gukora kimwe ku kindi, isoko ryiyongereye cyane, kandi rigabanya isoko. Ariko, iby'ibanze byo gutanga no gukenera silicon ya polycrystalline biracyafite uburinganire buhamye, kandi igiciro kiracyari kinini, kandi kiracyari hejuru.
Icyiciro cya gatatu cyari mu Kuboza 2022. Isoko rya polysilicon ryazamutse vuba riva ku gipimo cyo hejuru cya yuan 295.000 mu ntangiriro z'ukwezi, rigabanukaho 18.08% buri kwezi. Iri gabanuka rito cyane ahanini riterwa n'umuvuduko wo hejuru w'imikorere y'inganda za polysilicon. Inganda nini zikora ibicuruzwa binini ni zo zitangira umurongo wose. Itangwa ry'ibicuruzwa riracyariyongera ugereranije n'Ugushyingo 2022, kandi umuvuduko w'ibicuruzwa byoherezwa waragabanutse. Ku bijyanye n'ubusabe, igihe cy'itumba kigaragara ko gifite intege nke, igiciro cya silicon wafers kiri hasi, kandi isoko rya nyuma naryo ryaragabanutse icyarimwe. Ku ya 30 Ukuboza 2022, igiciro mpuzandengo cy'isoko rya polysilicon cyazamutse kigera kuri yuan 241.700, cyagabanutseho 18.7% ugereranyije n'umwaka wari hejuru wa yuan 297.300 mu mpera za Nzeri.
Gutwara abantu mu buryo bwose
Mu isoko rya buri mwaka rya polysilicon mu 2022, Umusesenguzi w’ibyago bya Guangfa Ji Yuanfei yizera ko muri 2022, bitewe n’uko hakenewe cyane ibikoresho bya photovoltaic, isoko rya polysilicon ryahoraga rike, ibyo bikaba byaratumye ibiciro byiyongera.
Wang Yanqing, umusesenguzi muri CITIC Futures Futures Industrial Products, na we afite igitekerezo nk'icyo. Yavuze ko isoko rya photovoltaic ari ryo soko ry'ingenzi cyane rikoreshwa cyane rya polysilicone. Ubwo inganda za photovoltaic zinjiye mu gihe cyo gukoresha interineti ihendutse mu 2021, uruziga rw'iterambere rwongeye gufungurwa.
Amakuru aturuka mu Kigo cy’Igihugu gishinzwe Ingufu agaragaza ko mu 2021, umubare w’amashanyarazi mashya ya fotovoltaic yari 54.88GW, uba umwaka munini w’umwaka; mu 2022, iterambere ryinshi ry’inganda zikora fotovoltaic mu gihugu ryakomeje. Ingano y’amashanyarazi yakoreshejwe buri mwaka yiyongereyeho 105.83% buri mwaka, bigaragaza ko hari izamuka rikomeye ry’ingufu za terminal.
Muri iki gihe, bitewe n'inkongi y'umuriro itunguranye mu bikoresho bya silikoni i Xinjiang ndetse n'uburambe bwa Sichuan mu "mijyi minini" mu gukora ibikoresho bya silikoni, imvururu z'isoko rya silikoni zariyongereye kandi zirushaho guteza imbere izamuka ry'ibiciro.
Aho ubushobozi bw'umusaruro buzamuka buri kugaragara
Ariko, mu Ukuboza 2022, isoko rya polysilicon "ryahinduye imiterere", kandi ryavuye ku iterambere ryihuse rya Gao Ge rigera ku kugwa, ndetse n'inganda mu nganda zemeje ko "inkangu" y'isoko rya polysilicon itagira iherezo.
“Mu ntangiriro za 2022, ubushobozi bushya bwo gukora polysilicon bwarekuwe umwe umwe. Muri icyo gihe, bitewe n’inyungu nyinshi, abakinnyi benshi bashya binjiye mu mukino bongera abakinnyi ba kera, kandi ubushobozi bwo gukora imbere mu gihugu bwakomeje kwiyongera.” Wang Yanqing yavuze ko kubera ko ubushobozi bushya bwo gukora bwibanda cyane mu gihembwe cya kane, umusaruro wiyongereye cyane, bituma isoko rya polysilicon rizamuka cyane.
Kuva mu 2021, byatewe n'ibyo imashini ikoresha optique ikeneye, kandi ubushobozi bwa polysilicon yo mu gihugu bwatangiye kwihutisha imirimo yo kubaka. Mu 2022, ibintu nko kunoza iterambere ry'inganda, gukenera cyane, n'inyungu nyinshi mu musaruro byakuruye imari nyinshi mu nganda za polysilicon, kandi kubaka imishinga mishya kwatangiye buhoro buhoro, kandi ubushobozi bwo gukora bukomeza kwiyongera.
Dukurikije imibare yavuye muri Baichuan Yingfu, kugeza mu Gushyingo 2022, ubushobozi bwa silikoni yo mu rugo ya polycrystalline bwageze kuri toni miliyoni 1.165, bwiyongereyeho 60.53% ugereranyije n'intangiriro z'umwaka. , GCL Shan toni 100.000/umwaka silicon ya Granules na Tongwei Insurance Phase II toni 50.000/umwaka.
Mu Ukuboza 2022, umubare munini w’ibikoresho bishya bya polysilicon byageze ku musaruro wabyo buhoro buhoro. Muri icyo gihe, imigabane muri Xinjiang yatangiye kuzenguruka. Ibiciro bya polysilicon byariyongereye cyane, kandi ikibazo cy’ibura ry’ibicuruzwa n’ibikenewe cyagabanutse vuba.
Uruhande rw'ibicuruzwa bya silikoni ya polycrystalline rwiyongereye cyane, ariko icyifuzo cyagabanutse. Kuva aho itegurwa ry'ibikoresho bimwe na bimwe rirangiriye mu mpera z'Ugushyingo 2022, ingano y'ibicuruzwa byaguzwe yatangiye kugabanuka cyane. Byongeye kandi, icyifuzo gito mu mpera z'umwaka cyanatumye uruhererekane rw'inganda za photovoltaic rubikwa mu buryo butandukanye, kandi ubwinshi bw'ibice bya silikoni bwari bugaragara cyane. Ibigo byinshi bikomeye byakusanyije umubare munini w'ibikoresho bya silikoni. Kubera ubwinshi bw'ibikoresho, kugura ibikoresho fatizo by'ibigo bya silikoni nabyo byakomeje kugabanuka, bituma ibiciro bya silikoni bigabanuka. Mu kwezi kumwe gusa, byagabanutseho amayuan 53.300, byahagaze mu gihe cy'amezi 11.
Muri make, isoko rya polysilicone mu 2022 ryakomeje kuba isoko ry’inka ry’amezi 11. Nubwo mu Kuboza, bitewe n’ubushobozi bushya bwo gukora, isoko ryiyongereye, uruhande rw’abasaba rwari umuruho. Ubwiyongere bwa 37.31% ni ubwa karindwi ku rutonde rw’inyungu z’ibikomoka ku binyabutabire.
Igihe cyo kohereza: Gashyantare-02-2023