Ka dib suuqa lo'da ee dhererka dheer ee 2021, isbeddelka kor u kaca ayaa sii socday ilaa 2022. Waxa ay ku jirtay safar hal dhinac ah iyo xaalad xasilloon oo sareysa muddo 11 bilood ah.Ku dhow dhammaadka 2022, isbeddelka suuqa polysilicon wuxuu u muuqday meel isbeddel ah, wuxuuna ugu dambeyntii ku dhammaaday 37.31% koror.
Si joogto ah u kaca hal dhinac muddo 11 bilood ah
Suuqa polysilicon ee 2022 wuxuu kacay 67.61% 11-kii bilood ee ugu horreeyay.Dib u milicsiga isbeddelka suuqa ee sanadka, waxa loo qaybin karaa qiyaas ahaan saddex marxaladood.Siddeedii bilood ee hore, waxay ku jirtay kor u kac hal dhinac ah.Waxay ahayd mid sare bilihii Sebtembar ilaa Noofambar, iyo Diseembar, si aad ah ayaa loo hagaajiyay.
Marxaladda koowaad waxay ahayd siddeeddii bilood ee ugu horreysay 2022. Suuqa polysilicon wuxuu leeyahay fuulid weyn oo hal dhinac ah, oo leh muddo 67.8%.Bilowgii 2022, suuqa polysilicon wuxuu ahaa mid kor u kacaya ka dib celceliska qiimaha 176,000 yuan (qiimaha tan, oo la mid ah hoos).Dhamaadkii Agoosto, celceliska qiimaha ayaa la taabtay 295,300 yuan, iyo shirkado soo saarayaal gaar ah ayaa laga soo xigtay in ka badan 300,000 yuan.Inta lagu jiro muddadan, waxqabadka guud ee silsiladda warshadaha sawir-qaadista ayaa ahaa mid xooggan, iyo heerka hawlgalka ee warshadaha silikoon ee hoose ee hoose ee silikon hoose ayaa sii waday inuu kordho, faa'iidada suuqa terminalku waxay ahayd mid aad u badan.Isla mar ahaantaana, sababtoo ah qiimaha sare ee alaabta silikoon ee la soo dhoofiyo, awoodda wax soo saarka cusub ee dusha sare ee sahayda ma aha mid wanaagsan sida la filayo.Soo-saareyaasha shakhsi ahaaneed ayaa lagu hayaa dayactir gaar ah, iyo sahayda silikon polycrystalline looma ogola inay sii socoto inay kor u kacdo.
Marxaladda labaad waxay ahayd Sebtembar ilaa Noofambar 2022. Muddadaas, suuqa polysilicon wuxuu ahaa xasillooni heer sare ah, celceliska qiimaha waxaa lagu ilaaliyay qiyaastii 295,000 yuan, wareegguna wax yar ayuu hoos u dhacay 0.11%.Bishii Sebtembar, wax-soo-saarka soo-saareyaasha polysilicon-ka ayaa firfircoonaa, heerka hawl-qabadka ayaa si aad ah u kordhay, shirkadihii dayactirku waxay dib u billaabeen hawlahooda midba midka kale, saadka ayaa si aad ah u kordhay, wuxuuna xakameeyay suuqa.Si kastaba ha noqotee, aasaaska sahayda silikoon ee polycrystalline iyo baahida ayaa wali ilaalinaysa dheelitirnaan adag, qiimuhuna wali wuu xoog badan yahay, wali wuu sarreeyaa.
Marxaladda saddexaad waxay ahayd Disembar 2022. Suuqa polysilicon wuxuu si dhakhso ah uga soo kabtay heer aad u sarreeya oo 295,000 yuan bilawga bisha ah, iyada oo bishiiba hoos u dhacday 18.08%.Hoos u dhacan ugu hooseeya waxaa ugu wacan heerka sare ee shaqada warshadaha polysilicon.Soosaarayaasha waaweyn ee waaweyn waxay bilaabaan khadka oo dhan.Sahayda ayaa weli la kordhiyey marka la barbar dhigo Noofambar 2022, iyo xawaaraha shixnadaha ganacsigu hoos buu u dhacay.Marka la eego baahida, jiilaalka hoose ee jiilaalka ayaa muujinaya daciifnimo, qiimaha wafers silikoon ayaa hooseeya, suuqa terminalka ayaa sidoo kale hoos u dhacay isku mar.Laga bilaabo Disembar 30, 2022, celceliska qiimaha suuqa polysilicon ayaa lagu saxay 241,700 yuan, hoos 18.7% marka loo eego sanadka ugu sarreeya ee 297,300 yuan dhamaadka Sebtembar.
Dalabka wadista jidka oo dhan
Inta lagu jiro suuqa sanadlaha ah ee polysilicon ee 2022, Falanqeeyaha Mustaqbalka Guangfa Ji Yuanfei wuxuu rumeysan yahay in 2022, baahida xooggan ee rakibaadda sawir-qaadista awgeed, suuqa polysilicon had iyo jeer wuxuu ahaa mid gabaabsi ah, taas oo horseeday kor u kaca qiimaha.
Wang Yanqing, oo ah falanqeeye ka tirsan CITIC Futures Futures Industrial Products, waxa kale oo uu hayaa aragti la mid ah.Wuxuu sheegay in suuqa sawir-qaadista uu yahay goobta ugu muhiimsan isticmaalka terminalka ee polysilicon.Maaddaama warshadaha sawir-qaadista ay si buuxda u galeen xilligii gelitaanka internetka ee jaban ee 2021, wareegga barwaaqada ayaa mar kale furmay.
Marka loo eego xogta laga soo xigtay Maamulka Tamarta Qaranka, sanadka 2021, tirada rakibaadda cusub ee sawir-qaadista waxay ahayd 54.88GW, taasoo noqonaysa sanadka ugu weyn sanadka;sanadka 2022, barwaaqada sare ee warshadaha sawir qaade ee gudaha ayaa sii socotay.Mugga rakibaadda sannadlaha ah ee kororka sanadka-ka-sannadka wuxuu ahaa mid aad u sarreeya ilaa 105.83% sanad-sannadka, taasoo muujineysa dillaac weyn oo baahida terminalka.
Inta lagu jiro muddadan, ay saameeyeen dab lama filaan ah oo ka mid ah walxaha silikoon ee Xinjiang iyo "magaalada culus" Sichuan waayo-aragnimada Sichuan ee wax soo saarka ee alaabta silikon, xiisadda suuqa polysilicon kordhay oo sii kor u kacaya qiimaha.
Barta is-rog-rogista ee awoodda wax-soo-saarka ayaa soo baxaysa
Si kastaba ha noqotee, bishii Diseembar 2022, suuqa polysilicon wuxuu lahaa “qaabka beddeley”, wuxuuna ka beddelay horumarka degdegga ah ee Gao Ge oo hoos u dhacay, xitaa warshadaha warshadaha ayaa go'aamiyay in "burburka" suuqa polysilicon uu ahaa mid aan dhammaad lahayn.
Horraantii 2022, awoodda wax soo saarka cusub ee polysilicon ayaa la sii daayay midba midka kale.Isla mar ahaantaana, iyada oo ay macaash badani ka jirto, ciyaartoy badan oo cusub ayaa ciyaarta soo galay oo balaadhiyey ciyaartoydii hore, awoodda wax-soo-saarka gudahana way sii korodhay.”Wang Yanqing ayaa sheegay in sababta oo ah awoodda wax-soo-saarka cusub ay inta badan ku urursan tahay rubuci afraad, wax-soo-saarka ayaa si aad ah u kordhay, taas oo keentay barta is-rog-rogista ee suuqa polysilicon.
Laga soo bilaabo 2021, waxaa dhaqaajinaya baahida mashiinka rakibaadda indhaha ee terminal, iyo awoodda polysilicon gudaha ee polysilicon waxay bilowday inay dardargeliso dhismaha.2022, arrimo ay ka mid yihiin horumarinta barwaaqada warshadaha, baahida xoogga leh ee hoos u socota, iyo faa'iidada wax soo saarka hodanka ah ayaa soo jiidatay tiro badan oo raasumaal ah warshadaha polysilicon, waxaana si isdaba joog ah loo bilaabay dhismaha mashruucyo cusub, awoodda wax soo saarkuna waa ay sii socotay. in la kordhiyo.
Marka loo eego tirakoobyada Baichuan Yingfu, laga soo bilaabo Noofambar 2022, awoodda silikoon polycrystalline ee gudaha ayaa gaartay 1.165 milyan tan, koror 60.53% bilowgii sanadka., GCL Shan 100,000 tan/sanad Granules silicon iyo Tongwei Caymiska Wajiga II 50,000 tan/sanadkii.
Bishii Disembar 2022, tiro badan oo polysilicon ah oo awood wax soo saar cusub ah ayaa si tartiib tartiib ah u gaartay wax soo saarkeeda.Isla mar ahaantaana, saadka kaydka ee Xinjiang wuxuu bilaabay inuu wareego.Suuqgeynta suuqyada polysilicon ayaa si aad ah u kordhay, iyo xaaladda saadka iyo baahida ciriiriga ah ayaa si degdeg ah u yareysay.
Dhinaca saadka ee silikoon polycrystalline ayaa si aad ah u kordhay, laakiin baahida hoose ayaa hoos u dhacday.Tan iyo markii la dhammaystiray qaar ka mid ah diyaarinta saamiyada dhammaadka Noofambar 2022, mugga wax iibsiga ayaa bilaabay inuu si weyn hoos ugu dhaco.Intaa waxaa dheer, baahida daciifka ah ee dhamaadka sanadka ayaa sidoo kale sababtay silsiladda warshadaha sawir-qaadista ee heerarka kala duwan ee kaydinta, iyo xad-dhaafka qaybaha silikon ayaa si gaar ah u muuqday.Shirkado badan oo hormuud ah ayaa uruursaday tiro badan oo ah alaabada wafers silicon.Iyada oo ururinta alaabada, soo iibinta alaabta ceeriin ee shirkadaha filimada silikon ayaa sidoo kale sii waday inay hoos u dhacdo, taasoo keentay hoos u dhaca qiimaha polysilicon.Hal bil gudaheed, waxa uu hoos u dhacay 53,300 yuan, kaas oo hakad galay 11 bilood.
Isku soo wada duuboo, suuqa polysilicon ee sanadka 2022 waxa uu ilaaliyay 11 bilood oo suuqa lo'da ah.In kasta oo bishii Disembar, awoodda wax-soo-saarka cusub awgeed, sahayda suuqyadu ay korodhay, dhinaca dalabka ayaa ahaa daal.Korodhka 37.31% waa meesha toddobaad ee liiska faa'iidada alaabta kiimikada.
Waqtiga boostada: Febraayo-02-2023