Zolosera Zaposachedwa - Kufuna Kuneneratu Kwa Photovoltaic Polysilicon Ndi Ma module

1. 1-6Mwezi uliwonse polysilicon kupereka ndi kufunika Mapa

Mu June 2022, dziko langa la polysilicon kupanga linafika patali kwambiri matani 62,000; kuyambira Januware mpaka Juni, kupanga polysilicon kunawonetsa kukhazikika kokwera. Komabe, chifukwa cha ngozi ya moto ya East Hope ndi kukonzanso kwa mizere ina yopanga mu June, kukula kwa polysilicon kupanga kunachepa mu June.

Malinga ndi lipoti laposachedwa la Nthambi ya Silicon Industry, kupanga polysilicon yakunyumba ikuyembekezeka kukwera ndi matani 120,000 mu theka lachiwiri la 2022 poyerekeza ndi theka loyamba la chaka. Mu Q3, chifukwa cha kukhudzidwa kwa kutentha ndi kukonza, kuwonjezeka kumakhala kochepa, ndipo kuwonjezeka kwakukulu kumachitika m'gawo lachinayi, pamene zotuluka mu gawo lachinayi Zopereka zomwe zimafuna msika mu 2022 ndizochepa.

Kuyambira Januwale mpaka Juni, zotuluka m'nyumba zinali pafupifupi matani 340,000, ndipo zonse zinali pafupifupi matani 400,000. Pakati pawo, ngakhale kuti zokolola zapakhomo zikuchulukirabe mu May-June, polysilicon yotumizidwa kunja yakhudzidwa kwambiri ndi mliri wapakhomo ndi nkhondo zakunja (mkangano wa Russia-Ukraine), zomwe zimapangitsa kuti pakhale kusowa kwakukulu kwa polysilicon. , chiwonjezeko chopitirizabe mu May-June chinali pafupi kuŵirikiza kaŵiri chiwonjezeko cham’mbuyo cha January-April.

Mu theka lachiwiri la chaka, zikuyembekezeredwa kuti kufunika kwa polysilicon m'dziko langa kudzafika matani 550,000, kuwonjezeka kwa 34% pa theka loyamba la chaka, ndipo kufunika kwa pachaka kudzafika matani 950,000. Komabe, kupanga polysilicon m'nyumba pachaka ndi matani 800,000 okha, voliyumu yochokera kunja ndi pafupifupi matani 100,000, ndipo okwana matani 900,000. Ngati nthawi yochokera mu Novembala 2021 mpaka Okutobala 2022 ikugwiritsidwa ntchito ngati njira yoperekera polysilicon pamlingo wokhazikitsidwa mu 2022, zoperekera zogwira ntchito chaka chonse ndi pafupifupi matani 800,000.

2. Kupindula kwa polysilicon kunawonjezeka kangapo

Kupezeka ndi kufunikira kwa polysilicon mu 2022 kudzakhalabe kochepa, ndipo mtengo wapakati wa polysilicon ukuyembekezeka kufika kupitilira 270 yuan/kg, womwe ndi wokwera kwambiri kuposa mtengo wapakati wa polysilicon mu 2021.

Mitengo ya silicon ndi silikoni ya mafakitale yayamba kutsika m'masabata awiri apitawa, kotero mtengo wa polysilicon sungathe kukweranso, ndipo phindu la phindu lidzakula kwambiri. Voliyumu ndi mtengo wakwera, ndipo phindu la makampani a polysilicon chaka chino likhoza kukhala nthawi 3-5 kuposa chaka chatha.

3. PV yatsopano yapachaka ndi gawo loperekera

Kupereka kwa matani 800,000 a polysilicon kumafanana ndi gawo lotulutsa pafupifupi 310-320 GW. Pambuyo pochotsa katundu wachitetezo mu ulalo uliwonse wa unyolo wa mafakitale, ma module omwe angaperekedwe ku terminal adzakhala mkati mwa 300GW, molingana ndi 250GW ya mphamvu yatsopano yapadziko lonse lapansi yoyika photovoltaic.

Popeza padziko lonse polysilicon kotunga mu 2021 akadali owonjezera poyerekeza ndi chaka 190GW gawo katundu katundu, owonjezera izi adzasandulika m'matangadza chitetezo anadza chifukwa cha kukula kwa yopyapyala, maselo, ndi ma modules mu 2022, kotero 250GW kuwonjezeka PV anaika mphamvu adzakhala Mapa ndale kwa 2022 kasamalidwe kasamalidwe kazinthu, kuchepetsa chitetezo cha polysilicon, kuchepetsa chitetezo cha 2022. ulalo wolowera kunja ukhoza kupititsidwa patsogolo, ndiye kuti kupezeka kwa polysilicon pachaka kukuyembekezeka kuchulukirachulukira, ndipo zotumiza zofananira zikuyembekezeka kufika kupitilira 320GW. Chiyembekezo choyembekezeka cha mphamvu yoyika chikadali pafupi ndi 270GW.