Polysilicon: Ke koi nei e hoʻokele ana i nā pipi lōʻihi Pentium

Ma hope o ka mākeke bipi lōʻihi i ka makahiki 2021, ua hoʻomau ke ʻano piʻi a hiki i ka makahiki 2022. Aia ia i loko o kahi holo hoʻokahi a me ke kūlana paʻa kiʻekiʻe no 11 mau mahina. Ma kahi kokoke i ka hopena o 2022, ua ʻike ʻia ke ʻano o ka mākeke polysilicon i kahi manawa huli, a ua pau i ka piʻi ʻana o 37.31%.

Ke piʻi mau nei ma kahi hoʻokahi no 11 mau mahina

Ua piʻi aʻe ka mākeke polysilicon i ka makahiki 2022 i ka 67.61% i nā mahina 11 mua. Ke nānā nei i ke ʻano o ka mākeke o ka makahiki, hiki ke hoʻokaʻawale ʻia i ʻekolu mau pae. I nā mahina ʻewalu mua, ua piʻi like ia. Ua noho kiʻekiʻe ia mai Kepakemapa a Nowemapa, a i Dekemaba, ua hoʻoponopono nui ʻia.

ʻO ke kahua mua nā mahina ʻewalu mua o 2022. He holo nui ka mākeke polysilicon, me ka manawa o 67.8%. I ka hoʻomaka ʻana o 2022, ua ulu nui ka mākeke polysilicon ma hope o ke kumukūʻai awelika o 176,000 yuan (kumukūʻai ton, like ma lalo). I ka hopena o ʻAukake, ua hoʻopā ʻia ke kumukūʻai awelika i 295,300 yuan, a ua ʻōlelo nā mea hana pākahi ma mua o 300,000 yuan. I loko o kēia wā, ua ikaika ka hana holoʻokoʻa o ke kaulahao ʻoihana photovoltaic, a ua hoʻomau ka piʻi ʻana o ka nui o ka hana o ka ʻoihana silicon silicon ma lalo o ka silicon ma lalo o ka nui, a ua nui ka loaʻa kālā o ka mākeke terminal. I ka manawa like, ma muli o ke kumukūʻai kiʻekiʻe o nā mea silicon i lawe ʻia mai, ʻaʻole maikaʻi ka mana hana hou o ka ʻili lako i hoʻopili ʻia e like me ka mea i manaʻo ʻia. Mālama ʻia nā mea hana pākahi i ka mālama ʻokoʻa, a ʻaʻole ʻae ʻia ka hoʻomau ʻana o ka hoʻolako ʻana o ka silicon polycrystalline.

ʻO ka lua o ka pae mai Kepakemapa a Nowemapa 2022. I loko o ia wā, ua kiʻekiʻe ke kūpaʻa o ka mākeke polysilicon, a ua mālama ʻia ke kumukūʻai awelika ma kahi o 295,000 yuan, a ua hāʻule iki ke kaʻina hana ma 0.11%. I Kepakemapa, ua hana ikaika ka hana ʻana o nā mea hana polysilicon, ua piʻi nui ka nui o ka hana, a ua hoʻomaka hou nā ʻoihana mālama i nā hana ma hope o kekahi, ua piʻi nui ka lako, a ua kāohi i ka mākeke. Eia nō naʻe, mālama mau nā kumu o ka lako a me ke koi o ka polycrystalline silicon i kahi kaulike paʻa, a ua ikaika mau ke kumukūʻai, a ua kiʻekiʻe mau.

ʻO ke kolu o ka pae i Dekemaba 2022. Ua hoʻōla koke ka mākeke polysilicon mai kahi pae kiʻekiʻe o 295,000 yuan i ka hoʻomaka ʻana o ka mahina, me ka emi ʻana o 18.08% i kēlā me kēia mahina. ʻO kēia emi haʻahaʻa loa ma muli nui o ka nui o ka hana o ka ʻoihana polysilicon. Hoʻomaka nā mea hana nui nui i ka laina holoʻokoʻa. Ke hoʻonui mau nei ka lako i hoʻohālikelike ʻia me Nowemapa 2022, a ua lohi ka wikiwiki o ka hoʻouna ʻana o nā ʻoihana. Ma ke ʻano o ke koi, hōʻike ka emi ʻana o ka hoʻoilo i ka nāwaliwali, ua haʻahaʻa ke kumukūʻai o nā wafers silicon, a ua emi pū ka mākeke terminal i ka manawa like. Ma Dekemaba 30, 2022, ua hoʻoponopono ʻia ke kumukūʻai mākeke polysilicon awelika i 241,700 yuan, i lalo 18.7% mai ke kiʻekiʻe o ka makahiki o 297,300 yuan i ka hopena o Kepakemapa.

Ke koi nei e hoʻokele ana i ke ala a pau

Ma loko o ka mākeke makahiki o ka polysilicon i ka makahiki 2022, manaʻoʻiʻo ʻo Ji Yuanfei, ka mea loiloi ʻo Guangfa Futures, i ka makahiki 2022, ma muli o ke koi ikaika no nā hoʻonohonoho photovoltaic, ua nele mau ka mākeke polysilicon i ka lako, a ua alakaʻi i ka piʻi ʻana o nā kumukūʻai.

ʻO Wang Yanqing, he loiloi ma CITIC Futures Futures Industrial Products, ke paʻa nei i ka manaʻo like. Ua ʻōlelo ʻo ia ʻo ka mākeke photovoltaic ke kahua hoʻohana hope loa o ka polysilicon. I ka wā i komo piha ai ka ʻoihana photovoltaic i ke au o ke komo pūnaewele makepono i ka makahiki 2021, ua wehe hou ʻia ke kaʻina holomua.

Wahi a ka ʻikepili mai ka National Energy Administration, i ka makahiki 2021, ʻo ka nui o nā hoʻokomo photovoltaic hou he 54.88GW, e lilo ana i makahiki nui loa o ka makahiki; i ka makahiki 2022, ua hoʻomau ka pōmaikaʻi kiʻekiʻe o ka ʻoihana photovoltaic kūloko. ʻO ka nui o nā hoʻokomo makahiki o ka piʻi ʻana o ka makahiki ma ka makahiki he 105.83% makahiki ma ka makahiki, e hōʻike ana i kahi puka nui o ke koi terminal.

I loko o kēia wā, i hoʻopilikia ʻia e ke ahi i manaʻo ʻole ʻia i loko o kahi mea silicon ma Xinjiang a me ka ʻike "kauhale kaumaha" Sichuan ma Sichuan i ka hana ʻana i nā mea silicon, ua piʻi aʻe ka haunaele o ka mākeke polysilicon a hoʻolaha hou aku i ka piʻi ʻana o nā kumukūʻai.

Ke kū mai nei ke kiko hoʻololi o ka hiki ke hana

Eia nō naʻe, i Dekemaba 2022, ua "loli ke ʻano" o ka mākeke polysilicon, a ua neʻe mai ka holomua wikiwiki o Gao Ge i ka hāʻule ʻana, a ua hoʻoholo pū ka ʻoihana i loko o ka ʻoihana he pau ʻole ka "avalanche" o ka mākeke polysilicon.

"I ka hoʻomaka ʻana o 2022, ua hoʻokuʻu ʻia ka mana hana hou o ka polysilicon kekahi ma hope o kekahi. I ka manawa like, ma lalo o ka loaʻa kālā kiʻekiʻe, ua komo nā mea pāʻani hou he nui i ka pāʻani a hoʻonui i nā mea pāʻani kahiko, a ua hoʻomau ka piʻi ʻana o ka mana hana kūloko." Ua ʻōlelo ʻo Wang Yanqing no ka mea ua kau nui ʻia ka mana hana hou i ka hapaha ʻehā, ua piʻi nui ka hana, e hopena ana i ka inflection point o ka mākeke polysilicon.

Mai ka makahiki 2021, ua hoʻokele ʻia e nā pono o ka mīkini hoʻokomo optical terminal, a ua hoʻomaka ka mana polysilicon kūloko o ka polysilicon e hoʻolalelale i ke kūkulu ʻana. I ka makahiki 2022, ua huki ʻia kahi nui o ke kapikala i ka ʻoihana polysilicon e nā mea e like me ka hoʻomaikaʻi ʻana i ka pōmaikaʻi o ka ʻoihana, ke koi ikaika ma lalo, a me ka loaʻa kālā nui o ka hana ʻana, a ua hoʻomaka mau ʻia ke kūkulu ʻana i nā papahana hou, a ua hoʻomau ka piʻi ʻana o ka mana hana.

Wahi a nā helu helu mai Baichuan Yingfu, i Nowemapa 2022, ua hōʻea ka mana o ka silicon polycrystalline kūloko i 1.165 miliona tons, he piʻi ʻana o 60.53% ma mua o ka hoʻomaka ʻana o ka makahiki. , GCL Shan 100,000 tons/makahiki Granules silicon a me Tongwei Insurance Phase II 50,000 tons/makahiki.

I Dekemaba 2022, ua hōʻea mālie ka nui o ka polysilicon i ka hana hou ʻana. I ka manawa like, ua hoʻomaka ka hoʻolaha ʻana o nā waihona ma Xinjiang. Ua piʻi nui ka hoʻolako ʻana o nā mākeke polysilicon, a ua hoʻomaha koke ke kūlana o ka hoʻopaʻa ʻana a me ke koi.

Ua piʻi nui ka ʻaoʻao lako o ka silicon polycrystalline, akā ua emi iho ke koi ma hope. Mai ka pau ʻana o kekahi mau hoʻomākaukau waihona i ka hopena o Nowemapa 2022, ua hoʻomaka ka nui o ke kūʻai ʻana e emi nui. Eia kekahi, ʻo ka nāwaliwali o ke koi i ka hopena o ka makahiki ua hoʻoulu pū i ke kaulahao ʻoihana photovoltaic i nā ʻano like ʻole o ka mālama ʻana, a ua ʻike nui ʻia ka nui o nā ʻāpana silicon. Ua hōʻiliʻili nā ʻoihana alakaʻi he nui i kahi nui o ka waihona wafers silicon. Me ka hōʻiliʻili ʻana o ka waihona, ua hoʻomau pū ka emi ʻana o ke kūʻai ʻana i nā mea maka no nā ʻoihana kiʻiʻoniʻoni silicon, e hopena ana i ka emi ʻana o nā kumukūʻai polysilicon. I hoʻokahi mahina wale nō, ua hāʻule ʻo 53,300 yuan, kahi i hoʻōki ʻia no 11 mau mahina.

I ka hōʻuluʻulu manaʻo, ua mālama ka mākeke polysilicon i kahi mākeke pipi no 11 mahina i ka makahiki 2022. ʻOiai i Dekemaba, ma muli o ka nui o ka mana hana hou, ua piʻi ka lako o ka mākeke, ua luhi ka ʻaoʻao koi. ʻO ka piʻi ʻana o 37.31% ka hiku o kahi ma ka papa inoa o nā huahana kemika.