Biyo bayan kasuwar shanu mai tsayi a cikin 2021, haɓakar yanayin ya ci gaba har zuwa 2022. Yana cikin tafiya ɗaya ne kuma yanayin kwanciyar hankali na tsawon watanni 11.Kusa da ƙarshen 2022, yanayin kasuwar polysilicon ya bayyana a lokacin juyi, kuma a ƙarshe ya ƙare da haɓaka 37.31%.
Ci gaba da tashi ba tare da izini ba har tsawon watanni 11
Kasuwancin polysilicon a cikin 2022 ya tashi da 67.61% a cikin farkon watanni 11.Idan aka waiwaya baya kan yanayin kasuwa na shekara, ana iya raba shi kusan zuwa matakai uku.A cikin watanni takwas na farko, yana cikin tashin hankali.Ya kasance mai girma a watan Satumba zuwa Nuwamba, kuma a cikin Disamba, an daidaita shi sosai.
Matakin farko shine watanni takwas na farko na 2022. Kasuwar polysilicon tana da babban tafiya ta gefe, tare da lokacin 67.8%.A farkon shekarar 2022, kasuwar polysilicon tana bunƙasa gabaɗaya bayan matsakaicin farashin yuan 176,000 (farashin tan, iri ɗaya a ƙasa).Ya zuwa karshen watan Agusta, an taba matsakaitan farashin zuwa yuan 295,300, kuma masu sana'a guda ɗaya sun faɗi sama da yuan 300,000.A cikin wannan lokacin, gaba ɗaya aikin sarkar masana'antar hotovoltaic ya kasance mai ƙarfi, kuma yawan aiki na babban masana'antar silicon silicon a cikin babban siliki na ƙasa ya ci gaba da ƙaruwa, kuma ribar kasuwa ta ƙarshe tana da yawa.A lokaci guda, saboda girman farashin kayan siliki da aka shigo da su, sabon ƙarfin samar da kayan aikin da aka ɗora ba shi da kyau kamar yadda ake tsammani.Ana kiyaye masana'antun guda ɗaya a cikin kulawa daban, kuma ba a ba da izinin samar da silicon polycrystalline ya ci gaba da tashi ba.
Mataki na biyu ya kasance daga Satumba zuwa Nuwamba 2022. A lokacin, kasuwar polysilicon ta kasance babban kwanciyar hankali, kuma ana kiyaye matsakaicin farashin a kusan yuan 295,000, kuma sake zagayowar ya ɗan faɗi da 0.11%.A watan Satumba, samar da masana'antun polysilicon ya kasance mai ƙarfi, ƙimar aiki ya karu sosai, kuma kamfanonin kulawa sun koma aiki ɗaya bayan ɗaya, wadatar ta karu sosai, kuma ta danne kasuwa.Duk da haka, mahimman abubuwan samar da siliki da buƙatun polycrystalline har yanzu suna kiyaye ma'auni mai ƙarfi, kuma farashin yana da ƙarfi, kuma ya kasance babba.
Mataki na uku ya kasance a watan Disamba na 2022. Kasuwar polysilicon ta farfado cikin sauri daga wani babban matakin na yuan 295,000 a farkon wata, tare da raguwar kashi 18.08 a kowane wata.Wannan ragi mafi ƙanƙanta ya samo asali ne saboda yawan aiki na masana'antar polysilicon.Manyan manyan masana'antun sun fara duk layin.Har yanzu ana ƙara samar da kayayyaki idan aka kwatanta da Nuwamba 2022, kuma saurin jigilar kayayyaki ya ragu.Dangane da buƙatu, ƙasan hunturu yana nuna rauni, farashin silikon wafers yana da ƙasa, kuma kasuwa ta ƙarshe ta ragu a lokaci guda.Ya zuwa ranar 30 ga Disamba, 2022, matsakaicin farashin kasuwar polysilicon ya daidaita zuwa yuan 241,700, ya ragu da kashi 18.7% idan aka kwatanta da shekarar da ta kai yuan 297,300 a karshen watan Satumba.
Neman tuki har zuwa
A cikin kasuwar polysilicon na shekara-shekara a cikin 2022, manazarci na gaba na Guangfa Ji Yuanfei ya yi imanin cewa a cikin 2022, saboda tsananin buƙatun na'urori masu ɗaukar hoto, kasuwar polysilicon koyaushe tana cikin ƙarancin wadata, wanda ya haifar da hauhawar farashi.
Wang Yanqing, manazarci a CITIC Futures Futures Industrial Products, shi ma yana da ra'ayi iri daya.Ya ce, kasuwar photovoltaic ita ce mafi mahimmancin filin amfani da tashar polysilicon.Kamar yadda masana'antar photovoltaic ta shiga cikin zamanin samun damar Intanet mai arha a cikin 2021, sake zagayowar wadata ta sake buɗewa.
Dangane da bayanai daga Hukumar Kula da Makamashi ta Kasa, a cikin 2021, adadin sabbin shigarwar hotovoltaic shine 54.88GW, ya zama shekara mafi girma na shekara;a cikin 2022, babban ci gaban masana'antar hotovoltaic na cikin gida ya ci gaba.Adadin shigarwa na shekara-shekara na karuwar shekara-kan-shekara ya kai 105.83% na shekara-shekara, yana nuna babban fashewar buƙatun tasha.
A cikin wannan lokaci, gobarar da ba zato ba tsammani ta shafa a cikin wani abu na silicon a Xinjiang da kuma "garin mai nauyi" na Sichuan na Sichuan wajen samar da kayan silicon, tashin hankalin kasuwar polysilicon ya karu kuma ya kara inganta hauhawar farashin.
Matsayin jujjuyawar ƙarfin samarwa yana fitowa
Koyaya, a cikin Disamba 2022, kasuwar polysilicon ta “canza salo”, kuma ta ƙaura daga saurin ci gaban Gao Ge zuwa faɗuwa, har ma da masana'antar a cikin masana'antar ta yanke shawarar cewa "ciwon kai" na kasuwar polysilicon ba shi da iyaka.
"A farkon 2022, an sake fitar da sabon ikon samar da polysilicon daya bayan daya.A lokaci guda kuma, bisa samun riba mai yawa, sabbin 'yan wasa da yawa sun shiga wasan tare da fadada tsoffin 'yan wasa, kuma karfin samar da kayayyaki a cikin gida ya ci gaba da karuwa."Wang Yanqing ya ce, saboda sabon karfin samar da kayayyaki ya fi maida hankali ne a cikin kwata na hudu, abin da ake fitarwa ya karu sosai, wanda ya haifar da koma bayan kasuwar polysilicon.
Tun daga 2021, buƙatun na'urar shigar da na'urar ta atomatik ke tafiyar da ita, kuma ƙarfin polysilicon na gida na polysilicon ya fara haɓaka aikin.A cikin 2022, abubuwa kamar haɓaka wadatar masana'antu, buƙatu mai ƙarfi na ƙasa, da ribar samar da kayayyaki sun jawo babban adadin jari a masana'antar polysilicon, kuma an fara aikin gina sabbin ayyuka cikin nasara, kuma ƙarfin samarwa ya ci gaba. ƙara.
Bisa kididdigar da aka yi daga Baichuan Yingfu, ya zuwa watan Nuwamba na shekarar 2022, karfin siliki na polycrystalline na cikin gida ya kai tan miliyan 1.165, wanda ya karu da kashi 60.53% a farkon shekarar., GCL Shan 100,000 ton / shekara Granules silicon da Tongwei Insurance Phase II 50,000 ton / shekara.
A cikin Disamba 2022, babban adadin sabon ƙarfin samarwa na polysilicon a hankali ya kai ga samarwa.A sa'i daya kuma, an fara zagayawa a kasuwannin jihar Xinjiang.Samar da kasuwannin polysilicon ya karu sosai, kuma yanayin wadataccen wadataccen kayayyaki da tashin hankalin buƙatun ya sami sauƙi cikin sauri.
Bangaren samar da siliki na polycrystalline ya ƙaru sosai, amma buƙatun ƙasa ya ƙi.Tun bayan kammala wasu shirye-shiryen hannun jari a ƙarshen Nuwamba 2022, adadin sayayya ya fara raguwa sosai.Bugu da ƙari, ƙarancin buƙata a ƙarshen shekara kuma ya haifar da sarkar masana'antar photovoltaic zuwa nau'ikan ajiya daban-daban, kuma wuce haddi na siliki ya kasance a bayyane.Yawancin manyan masana'antu sun tara adadi mai yawa na kayan wafer na silicon.Tare da tarin kayayyaki, siyan kayan albarkatun kasa na kamfanonin fim na silicon shima ya ci gaba da raguwa, wanda ya haifar da raguwar farashin polysilicon.A cikin wata daya kacal, ya fadi yuan 53,300, wanda aka katse tsawon watanni 11.
A taƙaice, kasuwar polysilicon a cikin 2022 ta kiyaye kasuwar shanu na tsawon watanni 11.Ko da yake a cikin Disamba, saboda yawan ƙarfin sabon ƙarfin samar da kayayyaki, wadatar kasuwa ya karu, tarin ɓangaren buƙatu ya kasance gajiya.Haɓaka na 37.31% shine matsayi na bakwai a cikin jerin samfuran sinadarai.
Lokacin aikawa: Fabrairu-02-2023