Gukurikiza isoko rirerire muri 2021, imyizererezi izamuka yakomeje kugeza 2022. Byari mu nzira mbi kandi hazabura imipaka myinshi mu mezi 11. Hafi y'impera za 2022, icyerekezo cy'isoko rya Polysiliconi byagaragaye ku mpinduka, amaherezo ikangizwa na 37.31%.
Gukomeza kuzamuka mu buryo budakwiye amezi 11
Isoko rya Polyslikoni muri 2022 ROSE 67,61% mumezi 11 yambere. Urebye amaso inyuma ku isoko ryumwaka, birashobora kugabanywa hafi mumikino itatu. Mu mezi umunani ya mbere, yari mu bwiherero. Yakomeje kuba hejuru muri Nzeri kugeza mu Gushyingo, no mu Kuboza, yarahinduwe cyane.
Icyiciro cya mbere cyari amezi umunani yambere ya 2022. Isoko rya Polysilikoni rifite urugendo runini rwinshi, hamwe nigihe cya 67.8%. Mu ntangiriro za 2022, isoko rya Polysilicon ryateraniye inzira yose nyuma yikigereranyo cya 176.000 Yuan (igiciro cya Ton, kimwe hepfo). Mu mpera za Kanama, impuzandengo y'ikigereranyo yari yarakozwe ku 295.300 yavuzwe ku ya 295.300 yavuzwe kurenga 300.000. Muri kiriya gihe, muri rusange imikorere yurwego rwa Photovoltaic yari ikomeye, kandi igipimo cyimikorere ya silicon muri Silicon muri Dolicon muri Dolicon Dolicon cyakomeje kwiyongera, kandi inyungu z'isoko rya nyuma ryari. Muri icyo gihe, kubera igiciro kinini cyibikoresho bya silicon byatumijwe, ubushobozi bushya bwumusaruro wibicuruzwa birenze urugero ntabwo ari byiza nkuko byari byitezwe. Abakora kugiti cyabo babungabunzwe muburyo butandukanye, kandi itangwa rya Polycrystalline Silicon ntiyemerewe gukomeza kuzamuka.
Icyiciro cya kabiri cyari kuva muri Nzeri kugeza ku ya 20222. Muri icyo gihe, isoko rya Polysilikoni ryari rihamye - ihungabana ry'ikigereranyo, kandi ikigereranyo cyari giteganijwe na Yuan ku ya 295.000, kandi ukwezi kwaguye gato kuri 0.11%. Muri Nzeri, umusaruro w'abakora abakora Polysilikoni wakoraga, umubare w'ibikorwa wiyongereye cyane, kandi ibishinga byo gufata neza byongeye gukoreshwa umwe umwe, itangwa ryiyongereye cyane, kandi rikambaza isoko. Ariko, shingiro rya polycrystalline silicon gutanga no gusaba biracyakomeza gushyira mu gaciro, kandi igiciro kiracyakomeye, kandi kiracyari hejuru.
Icyiciro cya gatatu cyabaye mu Kuboza 2022. Isoko rya Polysilikoni ryahise rikizwa kurwego rwo hejuru rwa 295.000 Yuan mu ntangiriro z'ukwezi, hagabanywa buri kwezi mu 18.08%. Uku kugabanya cyane cyane biterwa ahanini nigipimo kinini cyo gukora inganda za polysilicon. Abakora ibintu nyamukuru binini batangira umurongo wose. Ibitanga biracyayongerewe ugereranije na 2022, kandi umuvuduko wo kohereza imishinga byatinze. Kubijyanye nibisabwa, hepfo yimbeho yerekana intege nke, igiciro cya wafers Silicon kiri munsi, kandi isoko rya nyuma ryanagabanije kandi icyarimwe. Kuva ku ya 30 Ukuboza 2022, impuzandengo y'isoko rya Polysilicon yakosowe na 241.700, hasi 18.7% guhera mu mwaka wa 297.300 Yuan mu mpera za Nzeri.
Gusaba gutwara inzira zose
Mu Isoko rya buri ngarukamwaka rya Polysilikoni mu 2022, Umusenguzi ka SIKEFFA, Ji Yuanfei yemera ko muri 2022, kubera icyifuzo gikomeye cya Poplandoltaic, Isoko rya PolysiliContic ryahoze ritanga ibiciro.
Wang Yanqing, umusesenguzi ku gihe kizaza cicoque kigeze ahagaragara ibicuruzwa by'inganda, nabyo bifite ibitekerezo bimwe. Yavuze ko isoko rya Photovelultaic ariryo funguro ryingenzi ryo gukoresha termilsilicon. Nkuko inganda za Photovoltaic byinjiye byimazeyo ibihe bya interineti bihendutse muri 2021, iterambere ryurumbangere ryongeye gufungura.
Dukurikije amakuru avuye mu buyobozi bw'ingufu z'igihugu, muri 2021, hashyirwaho umubare w'ibice bishya bya PhotoVoltaic ni 54.88GW, bigahinduka umwaka munini w'umwaka; Muri 2022, Inganda zo mu rugo rwa Photovolucth's Iterambere rirenze. Igitabo cyo kwishyiriraho buri mwaka cyumwaka -Umurenge wiyongera cyari kinini mu 105.83% umwaka -on -year, yerekana icyorezo gikomeye cyo gusabana.
Muri kiriya gihe, bigira ingaruka kumuriro utunguranye mubintu bya silicon muri Xinjiang hamwe n '"Umujyi uremereye" wa Sichuan mu gukora ibikoresho bya silicon, amakimbirane yisoko rya Polysilicon yiyongereye kandi yiyongereyeho kuzamuka mubiciro.
Ahantu hake mu bushobozi bwo gutanga umusaruro
Icyakora, mu Kuboza 2022, isoko rya Polysilikoni rifite "uburyo bwahinduwe", kandi ryahinduye kuva ku iterambere ryihuse ryo kugwa, ndetse n'inganda mu nganda zemeje ko "avalanche" isoko rya Polysiliconi itagira iherezo.
Ati: "Mu ntangiriro ya 2022, ubushobozi bushya bw'umuvuro bwa Polysilikon bwarekuwe umwe umwe. Muri icyo gihe, mu nyungu nyinshi -Ndaharanira inyungu nyinshi, abakinnyi benshi bashya binjiye mu mukino kandi bagura abakinnyi ba kera, kandi ubushobozi bwo kubyara mu gihugu byakomeje kwiyongera. " Wang Yanqing yavuze ko kubera ko ubushobozi bushya bwo kubyaza umusaruro bwibanze muri igihembwe cya kane, ibisohoka byiyongereye cyane, bikavamo ibice byisoko rya polysilicon.
Kuva 2021, bitwarwa nibikenewe byamashini yo kwishyiriraho, kandi ubushobozi bwo murugo bwa Polysiliikoni bwatangiye kwihutisha kubaka. Muri 2022, ibintu nko guteza imbere iterambere ry'inganda, ibisabwa bikomeye, kandi inyungu nyinshi z'umusaruro umaze kwitaba igishoro kinini mu nganda za Polysilicon, kandi kubaka imishinga mishya byatangiye, kandi ubushobozi bwo gukora bwakomeje kwiyongera.
Nk'uko imibare yavuye muri Baichuan Yingfu, guhera ku ya 20 Ugushyingo, ubushobozi bwo mu gihugu Polycrystalline bwageze kuri toni 1.165, kwiyongera kwa 60.53% mu ntangiriro z'umwaka. , GCL Shan toni 100.000 / umwaka granules silicon na Plase yishingiwe II 50.000 / umwaka.
Ukuboza 2022, umubare munini wibintu bishya bya Polysiliconi byageraga buhoro buhoro. Muri icyo gihe, itangwa ry'ububiko muri Xinjiag ryatangiye kuzenguruka. Gutanga amasoko ya polysilicon byiyongereye cyane, kandi ibintu byo gutanga no gusaba amakimbirane bihuye byihuse.
Uruhande rwo gutanga ibicuruzwa Polycrystalline rwiyongereye cyane cyane, ariko kumanuro kumanuka byanze. Kubera ko imyiteguro imwe n'imwe yo kurangiza mu mpera z'abashyingo 2022, ubunini bwatangiye kugabanuka cyane. Byongeye kandi, ibisabwa bidakomeye mu mpera zumwaka nabyo byatumye urunigi rwa Photovoltaic rufite impamyabumenyi zitandukanye, kandi ikirenga cya silicon cyagaragaye cyane. Ibigo byinshi binini byakusanyije umubare munini wa Silicon wasamba. Hamwe no kwinjiza ibarura, kugura ibikoresho fatizo byamasosiyete ya firime ya Silicon nayo yakomeje kugabanuka, bikavamo kugabanuka mubiciro bya polysilicon. Mu kwezi kumwe gusa, yaguye Yuan 53.300, yahagaritswe amezi 11.
Muri make, isoko rya Polysilikoni muri 2022 ryakomeje isoko ryinyoni nkuru 11. Nubwo mu Kuboza, kubera ubushobozi bwibanze ku bushobozi bushya bwo gutanga umusaruro, isoko ry'isoko ryiyongereye, ikibanza cy'impande zabaye umunaniro. Ubwiyongere bwa 37.31% ni umwanya wa karindwi mu rutonde rw'inyungu z'imiti.
Igihe cyagenwe: Gashyantare-02-2023