Isidingo kanye nokuhlinzekwa kwezixhumanisi ezihlukahlukene engxenyeni yokuqala yonyaka sezivele ziqalisiwe.Ngokuvamile, isidingo engxenyeni yokuqala ka-2022 sidlula kakhulu okulindelekile.Njengenkathi yendabuko ephakemeyo engxenyeni yesibili yonyaka, kulindeleke ukuthi idume nakakhulu.
1. 1-6Monthly polysilicon supply kanye nesidingo isibikezelo
NgoJuni 2022, ukukhiqizwa kwe-polysilicon yezwe lami kwafinyelela irekhodi eliphakeme lamathani angama-62,000;kusukela ngoJanuwari kuya kuJuni, ukukhiqizwa kwe-polysilicon kubonise ukuthambekela okuqinile okukhuphukayo.Nokho, ngenxa yengozi yomlilo yase-East Hope kanye nokulungiswa kabusha kwemigqa ethile yokukhiqiza ngoJuni, izinga lokukhula lokukhiqizwa kwe-polysilicon lehla ngo-June.
Ngokombiko wakamuva we-Silicon Industry Branch, ukukhiqizwa kwe-polysilicon yasekhaya kulindeleke ukuthi kwenyuke ngamathani ayi-120,000 engxenyeni yesibili ka-2022 uma kuqhathaniswa nengxenye yokuqala yonyaka.Ku-Q3, ngenxa yomthelela wokushisa nokugcinwa, ukwanda kuncane, futhi ukwanda okukhulu kwenzeka engxenyeni yesine, kuyilapho okuphumayo engxenyeni yesine Umnikelo wesidingo semakethe ngo-2022 mncane uma kuqhathaniswa.
Kusukela ngoJanuwari kuya kuJuni, umkhiqizo wasekhaya wawucishe ube ngamathani angama-340,000, kanti inani eliphelele lalingaba amathani angama-400,000.Phakathi kwazo, nakuba ukukhiqizwa kwasekhaya kusakhula ngoMeyi-Juni, i-polysilicon engenisiwe iye yathinteka kakhulu ubhubhane lwasekhaya kanye nezimpi zangaphandle (ingxabano yaseRussia-Ukraine), okubangela ukushoda okukhulu kwe-polysilicon supply., ukwanda okuqhubekayo ngoMay-June kwakucishe kuphindeke kabili ukwenyuka kwangaphambilini kukaJanuwari-April.
Engxenyeni yesibili yonyaka, kulindeleke ukuthi isidingo se-polysilicon ezweni lami sizofinyelela amathani angu-550,000, ukwanda kwe-34% ngaphezu kwesigamu sokuqala sonyaka, futhi isidingo sonyaka sizofinyelela amathani angu-950,000.Kodwa-ke, ukukhiqizwa kwe-polysilicon yasekhaya ngonyaka kungamathani ayi-800,000 kuphela, umthamo wokungenisa ungamathani ayi-100,000, kanti inani eliphelele lingamathani angama-900,000.Uma isikhathi esisuka kuNovemba 2021 kuya ku-Okthoba 2022 sisetshenziswa njengomjikelezo wokuhlinzeka nge-polysilicon emgudwini ofakiwe ngo-2022, ukunikezwa okusebenzayo konyaka wonke kungaba amathani angama-800,000.
2. Inzuzo ye-Polysilicon yanda izikhathi eziningana
Ukuhlinzekwa kanye nesidingo se-polysilicon ngo-2022 kuzohlala kuyindlala, futhi inani elimaphakathi le-polysilicon kulindeleke ukuthi lifinyelele ngaphezu kwama-yuan angama-270/kg, eliphakeme kakhulu kunenani elijwayelekile le-polysilicon ngo-2021.
Izintengo ze-silicon yezimboni neze-silicone seziqalile ukwehla emasontweni amabili edlule, ngakho-ke izindleko ze-polysilicon zingase zingaphinde zikhuphuke, futhi amamajini enzuzo azothuthuka kakhulu.Kokubili umthamo kanye nentengo kukhuphukile, futhi inzuzo yezinkampani ze-polysilicon kulo nyaka ingase ibe izikhathi ezingu-3-5 zangonyaka odlule.
3. Ukunikezwa kwe-PV entsha kanye nemojula yonyaka
Ukunikezwa kwamathani angu-800,000 we-polysilicon kuhambisana nokukhishwa kwemojula engaba ngu-310-320 GW.Ngemva kokudonsa isitokwe sokuphepha kusixhumanisi ngasinye sochungechunge lwezimboni, amamojula anganikezwa kutheminali azoba ngaphakathi kuka-300GW, ahambisane no-250GW womthamo omusha ofakiwe we-photovoltaic womhlaba wonke.
Njengoba ukunikezwa kwe-polysilicon emhlabeni wonke ngo-2021 kusenemali eningi uma kuqhathaniswa nokuthunyelwa kwemojula ye-190GW yonyaka, le nsalela izoguqulwa ibe amasheya okuphepha alethwa ukwanda kwama-wafers, amaseli, namamojula ngo-2022, ngakho-ke u-250GW ukwandisa umthamo ofakiwe we-PV kube isibikezelo esingathathi hlangothi sika-2022. Uma isixhumanisi ngasinye singaqinisa ukuphathwa kwempahla, sinciphise amasheya okuphepha, futhi isixhumanisi sokungenisa se-polysilicon singathuthukiswa ngokwengeziwe, khona-ke ukunikezwa konyaka kwe-polysilicon kulindeleke ukuthi kwande ngokuqhubekayo, futhi ukuthunyelwa kwemojula ehambisanayo kulindeleke ukuthi kufinyelele okwengeziwe. ngaphezu kuka-320GW.Ukulindela okuhle komthamo ofakiwe kusese ku-270GW.
Isikhathi sokuthumela: May-16-2023