Kudiwa uye kugoverwa kwezvibatanidza zvakasiyana-siyana muhafu yekutanga yegore zvakatoitwa.Kazhinji kutaura, kudiwa muhafu yekutanga ye2022 kunodarika zvinotarisirwa.Senguva yechinyakare yepamusoro muhafu yechipiri yegore, inotarisirwa kuve yakanyanya kufarirwa.
1. 1-6Mwedzi polysilicon kupa uye kudiwa kufanotaura
Muna Chikumi 2022, kugadzirwa kwepolysilicon yenyika yangu kwakasvika kurekodha yakakwirira ye62,000 matani;kubva munaNdira kusvika Chikumi, kugadzirwa kwepolysilicon kwakaratidza kudzikama kukwira.Nekudaro, nekuda kwenjodzi yemoto yeEast Hope uye kugadziridzwa kwemamwe mitsara yekugadzira muna Chikumi, chiyero chekukura kwepolysilicon kugadzirwa kwakadzikira munaJune.
Zvinoenderana neshumo ichangoburwa yeSilicon Indasitiri Bazi, kugadzirwa kwepolysilicon yemumba kunotarisirwa kuwedzera nematani zana nemakumi maviri muhafu yechipiri ya2022 zvichienzaniswa nehafu yekutanga yegore.MuQ3, nekuda kwekukanganisa kwekushisa nekugadzirisa, kuwedzera kudiki, uye kuwedzera kukuru kunoitika muchikamu chechina, nepo kubuda muchikamu chechina Mupiro wemusika wekuda muna 2022 idiki.
Kubva muna Ndira kusvika muna Chikumi, goho remumba raive rinosvika mazana matatu nemakumi mana ezviuru zvematani, uye huwandu hwese hwaive hwematani mazana mana ezviuru.Pakati pavo, kunyangwe kugadzirwa kwemumba kuchiri kuwedzera muna Chivabvu-Chikumi, polysilicon inotengeswa kunze kwenyika yakakanganiswa zvakanyanya nedenda repamba uye hondo dzekunze (Russian-Ukrainian mhirizhonga), zvichikonzera kushomeka kwakanyanya kwepolysilicon., kuwedzera kunopfuurira muna May-June kwakanga kunenge kaviri kuwedzera kwekare muna January-April.
Muchikamu chechipiri chegore, zvinotarisirwa kuti kudiwa kwepolysilicon munyika yangu kuchasvika 550,000 tani, kuwedzera kwe34% pamusoro pehafu yekutanga yegore, uye chido chegore chichasvika 950,000 matani.Zvisinei, gore negore kugadzirwa kwepolysilicon kwepagore kunongova 800,000 matani, vhoriyamu yekupinda mukati ingangoita 100,000 matani, uye iyo yakazara 900,000 matani.Kana iyo nguva kubva munaNovember 2021 kusvika Gumiguru 2022 ichishandiswa seyekutenderera kutenderera kwepolysilicon kune yakamisikidzwa huwandu muna 2022, iyo inoshanda yegore rose ingangoita mazana masere ezviuru matani.
2. Polysilicon purofiti yakawedzera kakawanda
Kupihwa uye kudiwa kwepolysilicon muna 2022 kucharamba kuri kushoma, uye avhareji mutengo wepolysilicon unotarisirwa kusvika kudarika 270 yuan/kg, iyo yakakwira zvakanyanya kupfuura avhareji mutengo wepolysilicon muna 2021.
Maindasitiri esilicon uye mitengo yesilicone yatanga kudzika mumavhiki maviri apfuura, saka mutengo wepolysilicon unogona kusakwira zvakare, uye mari yepurofiti ichavandudza zvakanyanya.Zvose vhoriyamu uye mutengo zvakakwira, uye purofiti yemakambani epolysilicon gore rino inogona kunge iri 3-5 nguva yegore rapfuura.
3. PV yegore negore itsva uye module supply
Kupihwa kwe800,000 matani epolysilicon inoenderana nemodule inobuda ingangoita 310-320 GW.Mushure mekubvisa kuchengetedzwa kwekuchengetedza mune imwe neimwe link yeindustry chain, ma modules anogona kupihwa kune terminal achange ari mukati me300GW, inoenderana ne250GW yepasi rose photovoltaic yakaiswa simba.
Sezvo kupihwa kwepasi rose kwepolysilicon muna 2021 kuchiri nekuwedzera kana kuchienzaniswa neyepagore 190GW module yekutakura, iyi yakasara ichashandurwa kuita masheya ekuchengetedza akaunzwa nekuwedzera kwemawafers, maseru, uye mamodule muna 2022, saka iyo 250GW inowedzera PV yakaiswa simba ichave. ive isina kwayakarerekera ye 2022. Kana imwe neimwe yekubatanidza inogona kusimbisa inventory manejimendi, kuderedza kuchengetedzwa kwemasheya, uye iyo polysilicon import link inogona kuwedzera kuvandudzwa, ipapo gore negore polysilicon dhizaini inotarisirwa kuwedzera mberi, uye inoenderana module inotumirwa inotarisirwa kusvika kune yakawanda. kupfuura 320GW.Tarisiro inetarisiro yekuiswa simba ichiri kutenderera 270GW.
Nguva yekutumira: May-16-2023