Iteganyagihe Ryashize - Gusaba Iteganyagihe rya Photovoltaic Polysilicon na Modules

1. 1-6 Ukwezi kwa polysilicon gutanga no guteganya ibisabwa

Muri Kamena 2022, umusaruro w’igihugu cya polysilicon wageze kuri toni 62.000;kuva muri Mutarama kugeza muri Kamena, umusaruro wa polysilicon werekanye ko ugenda uzamuka.Icyakora, kubera impanuka y’umuriro wa East Hope hamwe no kuvugurura imirongo imwe n'imwe yakozwe muri Kamena, umuvuduko w’umusaruro wa polysilicon wagabanutse muri Kamena.

Raporo iheruka y’ishami ry’inganda za Silicon, biteganijwe ko umusaruro wa polysilicon wo mu gihugu uteganijwe kwiyongera kuri toni 120.000 mu gice cya kabiri cya 2022 ugereranije n’igice cya mbere cy’umwaka.Muri Q3, kubera ingaruka zubushyuhe no kubungabunga, ubwiyongere ni buto, kandi kwiyongera nyamukuru bibaho mugihembwe cya kane, mugihe umusaruro mugihembwe cya kane Umusanzu ukenera isoko muri 2022 ni muto.

Kuva muri Mutarama kugeza muri Kamena, umusaruro w’imbere mu gihugu wari hafi toni 340.000, naho ibicuruzwa byose bikaba byari toni 400.000.Muri bo, nubwo umusaruro w’imbere mu gihugu ukomeje kwiyongera muri Gicurasi-Kamena, polysilicon yatumijwe mu mahanga yibasiwe cyane n’icyorezo cy’imbere mu gihugu n’intambara z’amahanga (amakimbirane yo mu Burusiya na Ukraine), bituma habaho ikibazo gikomeye cyo gutanga polysilicon., kwiyongera guhoraho muri Gicurasi-Kamena byikubye hafi kabiri kwiyongera muri Mutarama-Mata.

Mu gice cya kabiri cy'umwaka, biteganijwe ko icyifuzo cya polysilicon mu gihugu cyanjye kizagera kuri toni 550.000, kikiyongera 34% mu gice cya mbere cy'umwaka, kandi icyifuzo cy'umwaka kizagera kuri toni 950.000.Nyamara, buri mwaka umusaruro wa polysilicon yo mu gihugu ni toni 800.000 gusa, ibicuruzwa bitumizwa mu mahanga ni toni 100.000, naho ibicuruzwa byose ni toni 900.000.Niba igihe cyo kuva mu Gushyingo 2021 kugeza Ukwakira 2022 gikoreshwa nk'urwego rwo gutanga polysilicon ku bushobozi bwashyizweho mu 2022, itangwa ryiza mu mwaka wose ni toni 800.000.

2. Inyungu ya Polysilicon yiyongereye inshuro nyinshi

Gutanga no gukenera polysilicon mu 2022 bizakomeza kuba bike, kandi biteganijwe ko igiciro cya polysilicon kizagera kuri 270 yuan / kg, kikaba kiri hejuru cyane ugereranije n’ikigereranyo cya polysilicon mu 2021.

Ibiciro bya silicon ninganda bya silicone byatangiye kumanuka mubyumweru bibiri bishize, bityo igiciro cya polysilicon ntigishobora kwiyongera ukundi, kandi inyungu zizazamuka cyane.Ingano n'ibiciro byombi byazamutse, kandi inyungu z'amasosiyete ya polysilicon muri uyu mwaka zishobora kuba inshuro 3-5 z'umwaka ushize.

3. Buri mwaka PV nshya no gutanga module

Itangwa rya toni 800.000 za polysilicon rihuye na module isohoka hafi ya 310-320 GW.Nyuma yo gukuramo ububiko bwumutekano muri buri murongo w’urunigi rw’inganda, modul zishobora gutangwa kuri terminal zizaba ziri muri 300GW, zihwanye na 250GW yubushobozi bushya bwo gufotora amashanyarazi ku isi.

Kuva isi yose itanga polysilicon mumwaka wa 2021 iracyafite amafaranga asagutse ugereranije na buri mwaka yoherejwe na module ya 190GW, aya asagutse azahindurwa mububiko bwumutekano buzanwa no kwaguka kwa wafer, selile, na modul muri 2022, bityo 250GW yongere ubushobozi bwa PV yashyizweho. kuba iteganyagihe ridafite aho ribogamiye muri 2022. Niba buri murongo ushobora gushimangira imicungire y’ibarura, kugabanya ububiko bw’umutekano, kandi ihuriro ry’ibicuruzwa biva mu mahanga rishobora kurushaho kunozwa, noneho itangwa rya polysilicon ngarukamwaka riteganijwe kwiyongera kurushaho, kandi ibyoherejwe na module biteganijwe ko bizagera kuri byinshi kurenza 320GW.Ibyiringiro byubushobozi bwashyizweho biracyari 270GW.