ʻO ka wānana hou loa — Noi ka wānana o Photovoltaic Polysilicon a me nā Module

1. 1-6Monthly polysilicon lako a koi wānana

I Iune 2022, ua hōʻea ka hana polysilicon o koʻu ʻāina i kahi moʻolelo kiʻekiʻe o 62,000 tons;mai Ianuali a Iune, ua hōʻike ka hana polysilicon i kahi ʻano piʻi paʻa.Eia naʻe, ma muli o ka ulia ahi o East Hope a me ka hoʻoponopono hou ʻana o kekahi mau laina hana i Iune, ua lohi ka ulu ʻana o ka hana polysilicon i Iune.

Wahi a ka hōʻike hou loa o ka Silicon Industry Branch, manaʻo ʻia ka hoʻonui ʻana o ka polysilicon home e 120,000 tons i ka hapa lua o 2022 i hoʻohālikelike ʻia me ka hapa mua o ka makahiki.I ka Q3, ma muli o ka hopena o ka mahana a me ka mālama ʻana, he liʻiliʻi ka piʻi ʻana, a ʻo ka piʻi nui e kū mai i ka hapahā ʻehā, aʻo ka hoʻopuka ʻana i ka hapaha ʻehā ʻO ka hāʻawi ʻana o ka mākeke i 2022 he liʻiliʻi.

Mai Ianuali a Iune, he 340,000 tons ka nui o ka hoʻokomo ʻana i loko o ka hale, a ʻo ka nui o ka lako ma kahi o 400,000 tons.Ma waena o lākou, ʻoiai ke hoʻonui nei ka hana ʻana i ka home i Mei-Iune, ua hoʻopilikia nui ʻia ka polysilicon i lawe ʻia e ka maʻi maʻi kūloko a me nā kaua o nā ʻāina ʻē (Russian-Ukrainian hakakā), ka hopena i kahi hemahema nui o ka lako polysilicon., ʻo ka hoʻonui mau ʻana i Mei-Iune ua aneane pālua i ka piʻi mua ma Ianuali-ʻApelila.

I ka hapa lua o ka makahiki, ua manaʻo ʻia e hiki i ka 550,000 tons ke koi no ka polysilicon ma koʻu ʻāina, kahi piʻi o 34% ma ka hapa mua o ka makahiki, a hiki i ka 950,000 tons ke koi makahiki.Eia naʻe, he 800,000 tons wale nō ka hana ʻana o ka polysilicon home makahiki, ʻo ka nui o ka lawe ʻana mai ma kahi o 100,000 tons, a ʻo ka nui o ka lako he 900,000 tons.Inā hoʻohana ʻia ka manawa mai Nowemapa 2021 a ʻOkakopa 2022 e like me ka pōʻai o ka polysilicon i ka mana i kau ʻia ma 2022, ʻo ka lako kūpono no ka makahiki holoʻokoʻa e pili ana i 800,000 tons.

2. Ua hoʻonui nui ʻia ka loaʻa kālā o Polysilicon

ʻO ka hāʻawi ʻana a me ke koi o polysilicon ma 2022 e noho pōkole, a ke manaʻo ʻia ke kumukūʻai awelika o ka polysilicon ma mua o 270 yuan / kg, ʻoi aku ka kiʻekiʻe ma mua o ke kumu kūʻai awelika o polysilicon i 2021.

Ua hoʻomaka ka emi ʻana o nā kumukūʻai silikoni a me nā silikoni i nā pule ʻelua i hala iho nei, no laila ʻaʻole hiki ke piʻi hou ke kumukūʻai o ka polysilicon, a ʻoi aku ka maikaʻi o ka loaʻa kālā.Ua piʻi aʻe ka nui a me ke kumukūʻai, a ʻo ka loaʻa kālā o nā hui polysilicon i kēia makahiki he 3-5 mau manawa o ka makahiki i hala.

3. PV hou makahiki a me ka lako module

ʻO ka hāʻawi ʻana o 800,000 tons o polysilicon e pili ana i kahi hoʻopuka module o kahi 310-320 GW.Ma hope o ka unuhi ʻana i ka waihona palekana i kēlā me kēia loulou o ke kaulahao ʻoihana, ʻo nā modula i hiki ke hoʻolako ʻia i ka pahu i loko o 300GW, e pili ana me 250GW o ka mana hoʻonohonoho photovoltaic honua hou.

No ka loaʻa ʻana o ka polysilicon honua i ka makahiki 2021 he koena i hoʻohālikelike ʻia i ka hoʻouna ʻana i nā module 190GW makahiki, e hoʻololi ʻia kēia koena i mau waiwai palekana i lawe ʻia e ka hoʻonui ʻana o nā wafers, cell, a me nā modules i 2022, no laila e hoʻonui ka 250GW i ka mana hoʻokomo PV. he wānana kūʻokoʻa no 2022. Inā hiki i kēlā me kēia loulou ke hoʻoikaika i ka hoʻokele waiwai, hoʻemi i nā waihona palekana, a hiki ke hoʻomaikaʻi hou ʻia ka loulou lawe mai polysilicon, a laila manaʻo ʻia e hoʻonui hou ʻia ka lako polysilicon makahiki, a ua manaʻo ʻia nā hoʻouna ʻana o nā module e pili ana. ma mua o 320GW.ʻO ka manaʻolana maikaʻi o ka hiki ke kau ʻia ma kahi o 270GW.