Maalgashi yar oo sawir-qaade ah iyo horumarka rakibida oo gaabis ah ee hoos u dhaca joogtada ah ee alaabta silikon?

Tan iyo bilowgii sanadkan, qiimaha polysilicon ayaa sii waday inuu kordho.Laga bilaabo Ogosto 17, maaddada silikon waxay kor u kacday 27 jeer oo isku xigta, iyada oo celcelis ahaan 305,300 yuan / ton marka la barbardhigo qiimaha 230,000 yuan / ton bilawga sanadka, korodhka isugeynta ayaa kor u dhaafay 30%.

Qiimaha alaabta silikon ayaa kor u kacday, ma aha oo kaliya warshadaha qaybta hoose "ma xamili karaan", laakiin sidoo kale kuwa qaniga ah iyo kuwa xoogga badan ee shirkadaha dhexe ee dawladda ayaa dareemay cadaadiska.Maalgashadayaal badan oo ka mid ah xarumaha tamarta dhexe ayaa sheegay in qaybaha qiimaha sare ay hoos u dhigeen horumarka dhabta ah ee rakibidda.

Si kastaba ha ahaatee, marka la eego kootada maalgashiga PV iyo xogta cusub ee la rakibay ee Janaayo ilaa Luulyo sanadkan, waxay u muuqataa in aysan saameyn ku yeelan arrintan.Marka loo eego tirakoobka warshadaha tamarta qaranka laga bilaabo Janaayo ilaa Luulyo ee ay soo saartay Maamulka Tamarta Qaranka, awoodda cusub ee la rakibay bishii Luulyo wali waxay ahayd 6.85GW, maalgashiga mashruucana wuxuu ahaa 19.1 bilyan yuan.

Inkasta oo boodboodka qiimaha alaabta silikon iyo isku dheelitir la'aanta silsiladda warshadaha, 2022 waxay u badan tahay inay weli noqon doonto "sanad weyn" oo sawir-qaade ah.Sannadka 2022, awoodda cusub ee sawir-qaadista ee Shiinaha ee cusub ayaa la filayaa inay noqoto 85-100GW, iyada oo kobac sannadeedka 60% - 89%.

Si kastaba ha ahaatee, wadarta 37.73GW ayaa la rakibay bilaha Janaayo ilaa Luulyo, taas oo macnaheedu yahay in shanta bilood ee hadhay, PV waa in uu buuxiyo 47-62GW ee awoodda rakiban, si kale haddii loo dhigo ugu yaraan 9.4GW ee awoodda la rakibay bishii.Waqtigan xaadirka ah, dhibtu ma yara.Laakiin laga soo bilaabo xaaladdii sannadkii hore, awoodda cusub ee la rakibay ee 2021 waxay inta badan ku urursan tahay rubuci afaraad, awoodda la rakibay ee rubuci afaraad waa 27.82 milyan kilowatts, oo ka dhigan in ka badan 50% awoodda cusub ee sanadka oo dhan (54.88 million). kilowatts sanadka oo dhan), taas oo aan macquul ahayn.

Laga soo bilaabo Jannaayo ilaa Luulyo, maalgashiga mashaariicda tamarta korontada ee shirkadaha waaweyn ee tamarta ee Shiinaha waxay ahayd 260 bilyan yuan, iyada oo sanad kasta kor u kacday 16.8%.Waxaa ka mid ah koronto-dhaliyaha qoraxda 77.3 bilyan yuan, kororka sanadba sanadka ka dambeeya 304.0%.