Ka dib suuqii lo'da ee dheeraa sanadkii 2021, isbeddelka sii kordhaya wuxuu sii socday ilaa 2022. Waxay ku jirtay safar hal dhinac ah iyo xaalad xasilloon oo sare leh muddo 11 bilood ah. Dhammaadka 2022, isbeddelka suuqa polysilicon wuxuu soo muuqday marxalad isbeddel ah, ugu dambeyntiina wuxuu ku dhammaaday koror dhan 37.31%.
Si joogto ah ayay keli keli u kacaysaa muddo 11 bilood ah
Suuqa polysilicon sanadkii 2022 ayaa kor u kacay 67.61% 11-kii bilood ee ugu horreeyay. Marka dib loo eego isbeddelka suuqa ee sanadka, waxaa loo qaybin karaa saddex marxaladood. Siddeeddii bilood ee ugu horreysay, waxay ku jirtay kor u kac hal dhinac ah. Waxay ahayd mid aad u sarreysa laga bilaabo Sebtembar ilaa Nofeembar, Diseembarna si weyn ayaa loo hagaajiyay.
Marxaladdii ugu horreysay waxay ahayd siddeeddii bilood ee ugu horreysay 2022. Suuqa polysilicon wuxuu leeyahay safar dhinac ah oo ballaaran, iyadoo muddo ah 67.8%. Bilowgii 2022, suuqa polysilicon wuxuu ahaa mid aad u koraya ka dib markii celceliska qiimaha uu ahaa 176,000 yuan (qiimaha tan, isla kan hoose). Dhammaadkii Agoosto, celceliska qiimaha ayaa la gaarsiiyay 295,300 yuan, soosaarayaasha shaqsiga ahna waxay soo sheegeen in ka badan 300,000 yuan. Muddadan, waxqabadka guud ee silsiladda warshadaha photovoltaic wuxuu ahaa mid xooggan, heerka hawlgalka ee warshadaha silicon silicon ee hoose ee hoose ee silicon ee hoose ayaa sii kordhay, faa'iidada suuqa terminal-kuna aad ayay u badnayd. Isla mar ahaantaana, qiimaha sare ee agabka silicon ee la soo dejiyo awgeed, awoodda wax soo saarka cusub ee dusha sare ee saadka la dul saaray ma aha mid wanaagsan sidii la filayay. Soosaarayaasha shaqsiga ah waxaa lagu hayaa dayactir gaar ah, sahayda silicon polycrystalline-na looma oggola inay sii kordho.
Marxaladda labaad waxay ahayd laga bilaabo Sebtembar ilaa Noofambar 2022. Inta lagu jiro muddadaas, suuqa polysilicon wuxuu ahaa mid heer sare ah, qiimaha celceliskana waxaa lagu hayay qiyaastii 295,000 yuan, wareegguna wuxuu hoos u dhacay 0.11%. Bishii Sebtembar, wax soo saarka soosaarayaasha polysilicon wuu firfircoonaa, heerka hawlgalka ayaa si weyn u kordhay, shirkadaha dayactirkana waxay dib u bilaabeen hawlgalladooda midba midka kale, sahaydu si weyn ayay u korodhay, waxayna cabburisay suuqa. Si kastaba ha ahaatee, aasaaska saadka silicon polycrystalline iyo baahida ayaa weli isku dheelitiran, qiimuhuna wali waa mid xooggan, walina wuu sarreeyaa.
Marxaladda saddexaad waxay ahayd Diseembar 2022. Suuqa polysilicon si dhakhso ah ayuu uga soo kabtay heer sare oo ah 295,000 yuan bilowgii bisha, iyadoo hoos u dhac bishii ah uu ahaa 18.08%. Hoos u dhacan ugu hooseeya waxaa ugu horreyn sabab u ah heerka sare ee shaqada ee warshadaha polysilicon. Soo-saareyaasha waaweyn ee ugu waaweyn ayaa bilaabaya khadka oo dhan. Sahaydu wali way korodhay marka la barbar dhigo Noofambar 2022, xawaaraha rarista shirkadahana wuu hoos u dhacay. Marka la eego baahida, hoos u dhaca jiilaalka wuxuu muujinayaa daciifnimo, qiimaha waferka silicon waa hooseeyaa, suuqa terminal-kana sidoo kale wuu hoos u dhacay isku mar. Laga bilaabo Diseembar 30, 2022, celceliska qiimaha suuqa polysilicon ayaa la saxay ilaa 241,700 yuan, hoos u dhac 18.7% laga soo bilaabo sannadkii ugu sarreeyay ee 297,300 yuan dhammaadka Sebtembar.
Baahida oo sii socota ilaa iyo inta ay socoto
Inta lagu jiro suuqa sanadlaha ah ee polysilicon sanadka 2022, Falanqeeyaha Mustaqbalka Guangfa Ji Yuanfei wuxuu aaminsan yahay in sanadka 2022, baahida xooggan ee rakibaadda photovoltaic awgeed, suuqa polysilicon uu had iyo jeer ahaa mid gabaabsi ah, taasoo keentay kor u kaca qiimaha.
Wang Yanqing, oo ah falanqeeye ka tirsan CITIC Futures Futures Industrial Products, ayaa sidoo kale qaba aragti isku mid ah. Wuxuu sheegay in suuqa photovoltaic uu yahay goobta ugu muhiimsan ee isticmaalka terminal-ka ee polysilicon. Markii warshadaha photovoltaic ay si buuxda u galeen xilligii helitaanka internetka ee jaban sanadka 2021, wareegga barwaaqada ayaa mar kale furmay.
Sida laga soo xigtay xogta Maamulka Tamarta Qaranka, sannadkii 2021, tirada rakibaadda cusub ee korantada korontada waxay ahayd 54.88GW, taasoo noqotay sannadkii ugu weynaa sanadka; sannadkii 2022, barwaaqada sare ee warshadaha korontada korontada ee gudaha ayaa sii socotay. Kororka sanadlaha ah ee rakibidda ee sannadka-sanadka wuxuu ahaa mid aad u sarreeya ilaa 105.83% sannadkii-sanadka, taasoo muujinaysa faafitaan weyn oo baahida loo qabo korontada korontada.
Muddadan, oo ay saameeyeen dab lama filaan ah oo ka kacay walxo silikoon ah oo ku yaal Xinjiang iyo waayo-aragnimada Sichuan ee "magaalada culus" ee Sichuan ee soo saarista agabka silikoon, xiisadda suuqa polysilicon ayaa korodhay waxayna sii kordhisay kororka qiimaha.
Barta isbeddelka awoodda wax soo saarka ayaa soo ifbaxaysa
Si kastaba ha ahaatee, bishii Diseembar 2022, suuqa polysilicon wuxuu "beddelay qaabkiisa", wuxuuna ka wareegay horumarka degdegga ah ee Gao Ge una wareegay hoos u dhac, xitaa warshadaha warshadaha waxay go'aamiyeen in "dabaysha" suuqa polysilicon ay tahay mid aan dhammaad lahayn.
"Horraantii 2022, awoodda wax soo saarka cusub ee polysilicon ayaa la sii daayay midba midka kale. Isla mar ahaantaana, iyadoo faa'iido badan la raadinayo, ciyaartoy badan oo cusub ayaa soo galay ciyaarta waxayna ballaariyeen ciyaartoydii hore, awoodda wax soo saarka gudahana way sii kordhaysay." Wang Yanqing wuxuu yiri maadaama awoodda wax soo saarka cusub ay inta badan ku urursan tahay rubuci afraad, wax soo saarku si weyn ayuu u kordhay, taasoo keentay barta isbeddelka suuqa polysilicon.
Tan iyo 2021, waxaa ku socda baahiyaha mashiinka rakibaadda indhaha ee terminal-ka, awoodda polysilicon-ka ee gudaha ee polysilicon-kuna waxay bilowday inay dardar geliso dhismaha. Sannadkii 2022, arrimo ay ka mid yihiin horumarinta barwaaqada warshadaha, baahida xooggan ee hoos u dhacday, iyo faa'iidada wax soo saarka ee hodanka ah ayaa soo jiitay raasamaal badan oo warshadaha polysilicon ah, dhismaha mashaariic cusubna si isdaba joog ah ayaa loo bilaabay, awoodda wax soo saarkuna way sii kordhaysay.
Sida laga soo xigtay tirakoobyada Baichuan Yingfu, laga bilaabo Noofambar 2022, awoodda silikoonka polycrystalline ee gudaha ayaa gaartay 1.165 milyan oo tan, taasoo ah koror dhan 60.53% bilowgii sanadka. , GCL Shan 100,000 tan/sanadkii silikoon Granules iyo Tongwei Insurance Phase II 50,000 tan/sanadkii.
Bishii Diseembar 2022, tiro badan oo ah awoodda wax soo saarka cusub ee polysilicon ayaa si tartiib tartiib ah u gaartay wax soo saarkeeda. Isla markaana, sahayda kaydka ee Xinjiang ayaa bilaabatay inay wareegto. Sahayda suuqyada polysilicon ayaa si weyn u korodhay, xaaladda ciriiriga iyo baahida ayaa si degdeg ah u yaraaday.
Dhinaca sahayda ee siliconka polycrystalline ayaa si weyn u kordhay, laakiin baahida hoos u dhacday ayaa hoos u dhacday. Tan iyo markii la dhammeeyay diyaarinta kaydka qaar dhammaadkii Noofambar 2022, mugga iibka ayaa bilaabay inuu si weyn hoos ugu dhaco. Intaa waxaa dheer, baahida daciifka ah ee dhammaadka sanadka ayaa sidoo kale sababtay in silsiladda warshadaha sawir-qaadista ay gaarto heerar kala duwan oo kayd ah, xad-dhaafka qaybaha silicon-na si gaar ah ayuu u muuqday. Shirkado badan oo hormuud ah ayaa ururiyay tiro badan oo kayd ah oo silicon wafers ah. Markii la ururiyay kaydka, soo iibsiga agabka ceeriin ee shirkadaha filimada silicon ayaa sidoo kale sii waday inuu hoos u dhaco, taasoo keentay hoos u dhac ku yimid qiimaha polysilicon. Hal bil gudaheed, waxay hoos u dhacday 53,300 yuan, taas oo hakad gashay 11 bilood.
Marka la soo koobo, suuqa polysilicon sanadkii 2022 wuxuu haystay suuq lo'aad oo 11 bilood ah. In kasta oo bishii Diseembar, sababtoo ah awoodda xooggan ee awoodda wax soo saarka cusub, saadka suuqu uu kordhay, haddana baahida ayaa aad u liidatay. Kordhinta 37.31% waa kaalinta toddobaad ee liiska faa'iidada alaabada kiimikada.
Waqtiga boostada: Febraayo-02-2023