Bayan kasuwar shanu mai tsayi a shekarar 2021, karuwar ta ci gaba har zuwa shekarar 2022. Ta kasance cikin yanayi na musamman da kwanciyar hankali na tsawon watanni 11. Kusan ƙarshen shekarar 2022, yanayin kasuwar polysilicon ya bayyana a wani lokaci mai tsawo, kuma daga ƙarshe ya ƙare da ƙaruwar kashi 37.31%.
Ci gaba da tashi ba tare da wani sharaɗi ba tsawon watanni 11
Kasuwar polysilicon a shekarar 2022 ta tashi da kashi 67.61% a cikin watanni 11 na farko. Idan aka yi la'akari da yanayin kasuwa na shekarar, za a iya raba ta zuwa matakai uku. A cikin watanni takwas na farko, ta kasance a cikin hauhawar kai tsaye. Ta ci gaba da kasancewa mai kyau daga watan Satumba zuwa Nuwamba, kuma a watan Disamba, an daidaita ta sosai.
Mataki na farko shine watanni takwas na farko na shekarar 2022. Kasuwar polysilicon tana da babban ci gaba a gefe guda, tare da tsawon lokacin kashi 67.8%. A farkon shekarar 2022, kasuwar polysilicon ta yi ta bunƙasa bayan matsakaicin farashin yuan 176,000 (farashin tan, iri ɗaya a ƙasa). Zuwa ƙarshen watan Agusta, matsakaicin farashin ya kai yuan 295,300, kuma masana'antun daban-daban sun yi kiyasin ya wuce yuan 300,000. A wannan lokacin, jimillar aikin sarkar masana'antar photovoltaic ya yi ƙarfi, kuma yawan aiki na babban masana'antar silicon silicon a ƙasa a cikin babban silicon na ƙasa ya ci gaba da ƙaruwa, kuma ribar kasuwar ta kasance mai yawa. A lokaci guda, saboda tsadar kayan silicon da aka shigo da su, sabon ƙarfin samarwa na saman samar da kayayyaki bai yi kyau kamar yadda ake tsammani ba. Ana kula da masana'antun daban-daban a cikin kulawa daban, kuma ba a yarda da samar da silicon polycrystalline ya ci gaba da ƙaruwa ba.
Mataki na biyu ya kasance daga Satumba zuwa Nuwamba 2022. A lokacin, kasuwar polysilicon ta kasance mai ƙarfi, kuma matsakaicin farashin ya kasance kusan yuan 295,000, kuma zagayowar ta faɗi kaɗan da 0.11%. A watan Satumba, samar da masana'antun polysilicon ya kasance mai aiki, ƙimar aiki ta ƙaru sosai, kuma kamfanonin kulawa sun sake fara aiki ɗaya bayan ɗaya, wadatar ta ƙaru sosai, kuma ta danne kasuwa. Duk da haka, tushen wadatar da buƙatar silicon polycrystalline har yanzu yana da daidaito sosai, kuma farashin har yanzu yana da ƙarfi, kuma har yanzu yana da girma.
Mataki na uku ya kasance a watan Disamba na 2022. Kasuwar polysilicon ta farfado da sauri daga matakin yuan 295,000 a farkon watan, tare da raguwar kowane wata na 18.08%. Wannan raguwa mafi ƙanƙanta ya faru ne saboda yawan aikin masana'antar polysilicon. Manyan masana'antun sun fara dukkan layin. Har yanzu wadatar tana ƙaruwa idan aka kwatanta da Nuwamba 2022, kuma saurin jigilar kayayyaki na kamfanoni ya ragu. Dangane da buƙata, raguwar yanayin hunturu yana nuna rauni, farashin wafers na silicon ya yi ƙasa, kuma kasuwar tashar jiragen ruwa ta ragu a lokaci guda. Ya zuwa ranar 30 ga Disamba, 2022, matsakaicin farashin kasuwar polysilicon ya daidaita zuwa yuan 241,700, ƙasa da kashi 18.7% daga mafi girman shekarar yuan 297,300 a ƙarshen Satumba.
Buƙatar da ake buƙata tana ci gaba da tafiya a duk faɗin ƙasar
A duk lokacin da ake gudanar da kasuwar polysilicon ta shekara-shekara a shekarar 2022, wani mai sharhi kan makomar Guangfa Ji Yuanfei ya yi imanin cewa a shekarar 2022, saboda tsananin bukatar shigar da na'urorin photovoltaic, kasuwar polysilicon ta kasance cikin karancin wadata, wanda hakan ya haifar da hauhawar farashi.
Wang Yanqing, wani manazarci a CITIC Futures Futures Industrial Products, shi ma yana da irin wannan ra'ayi. Ya ce kasuwar photovoltaic ita ce mafi mahimmancin fannin amfani da wutar lantarki ta polysilicon. Yayin da masana'antar photovoltaic ta shiga zamanin samun intanet mai rahusa a shekarar 2021, sake buɗe zagayen wadata.
A cewar bayanai daga Hukumar Makamashi ta Ƙasa, a shekarar 2021, adadin sabbin shigar da wutar lantarki ta hanyar amfani da wutar lantarki ya kai 54.88GW, wanda ya zama mafi girma a shekarar; a shekarar 2022, ci gaban masana'antar wutar lantarki ta cikin gida ya ci gaba. Yawan shigar da wutar lantarki ta hanyar amfani ...
A wannan lokacin, gobarar da ba a zata ba a cikin wani kayan silicon a Xinjiang da kuma kwarewar Sichuan ta "mai nauyi" a fannin samar da kayan silicon, tashin hankalin kasuwar polysilicon ya karu kuma ya kara haifar da hauhawar farashi.
Yanayin canjin ƙarfin samarwa yana tasowa
Duk da haka, a watan Disamba na 2022, kasuwar polysilicon ta "canza salo", kuma ta sauya daga ci gaban Gao Ge cikin sauri zuwa faduwa, har ma masana'antar a cikin masana'antar ta tabbatar da cewa "zazzabin" kasuwar polysilicon ba shi da iyaka.
"A farkon shekarar 2022, an fitar da sabon karfin samar da polysilicon daya bayan daya. A lokaci guda, karkashin babbar riba, sabbin 'yan wasa da yawa sun shiga wasan kuma sun fadada tsoffin 'yan wasa, kuma karfin samar da kayayyaki na cikin gida ya ci gaba da karuwa." Wang Yanqing ya ce saboda sabon karfin samar da kayayyaki ya fi yawa a kwata na hudu, yawan samar da kayayyaki ya karu sosai, wanda hakan ya haifar da raguwar kasuwar polysilicon.
Tun daga shekarar 2021, ana gudanar da shi ne bisa ga buƙatun injin shigarwa na gani na ƙarshe, kuma ƙarfin polysilicon na cikin gida ya fara hanzarta ginin. A shekarar 2022, abubuwa kamar inganta ci gaban masana'antar, buƙatar da ke ƙasa, da kuma ribar da ake samu daga samarwa sun jawo hankalin babban jari a masana'antar polysilicon, kuma an fara gina sabbin ayyuka a jere, kuma ƙarfin samarwa ya ci gaba da ƙaruwa.
A bisa kididdigar da aka samu daga Baichuan Yingfu, ya zuwa watan Nuwamba na 2022, karfin silicon polycrystalline na cikin gida ya kai tan miliyan 1.165, wanda ya karu da kashi 60.53% a farkon shekarar. , GCL Shan tan 100,000 a kowace shekara, sinadarin silicon Granules da Inshora na Tongwei Phase II tan 50,000 a kowace shekara.
A watan Disamba na shekarar 2022, yawan sabbin kayan samar da polysilicon ya fara kaiwa ga samar da shi a hankali. A lokaci guda, samar da kayayyaki a Xinjiang ya fara yawo. Samar da kayayyakin polysilicon ya karu sosai, kuma yanayin karancin kayayyaki da bukatar kayayyaki ya ragu cikin sauri.
Bangaren samar da kayayyaki na silicon polycrystalline ya karu sosai, amma bukatar da ke ƙasa ta ragu. Tun bayan kammala wasu shirye-shiryen hannun jari a ƙarshen Nuwamba 2022, yawan sayayya ya fara raguwa sosai. Bugu da ƙari, ƙarancin buƙata a ƙarshen shekara ya haifar da ajiyar kayayyaki daban-daban a sarkar masana'antar photovoltaic, kuma yawan kayan silicon ya bayyana musamman. Manyan kamfanoni da yawa sun tara adadi mai yawa na kayan silicon wafers. Tare da tarin kaya, siyan kayan masarufi ga kamfanonin fina-finan silicon shi ma ya ci gaba da raguwa, wanda ya haifar da raguwar farashin polysilicon. A cikin wata ɗaya kacal, ya faɗi yuan 53,300, wanda aka dakatar na tsawon watanni 11.
A taƙaice, kasuwar polysilicon a shekarar 2022 ta ci gaba da kasancewa kasuwar shanu ta tsawon watanni 11. Duk da cewa a watan Disamba, saboda ƙarfin samar da sabbin kayayyaki, wadatar kasuwa ta ƙaru, tarin buƙatun ya kasance gajiya. Karin kashi 37.31% shine matsayi na bakwai a cikin jerin samfuran sinadarai da aka samu.
Lokacin Saƙo: Fabrairu-02-2023