Mu minsi mike ishize, CGNPC yafunguye isoko ryo kugura ibice bikomatanyije mu 2022, byose hamwe bikaba 8.8GW (isoko rya 4.4GW + isoko rya 4.4GW), hamwe n’itariki yo gutanga amasoko 4: 2022/6 / 30- 2022/12/10.Muri byo, byatewe no kuzamuka kw'igiciro cyaibikoresho bya silicon, impuzandengo yikigereranyo cya 540/545 modules ebyiri mumasoko ya mbere naya kabiri ni 1.954 yuan / W, naho igiciro kinini ni 2.02 yuan / W.Mbere, ku ya 19 Gicurasi, ingufu rusange za kirimbuzi z’Ubushinwa zasohoye buri mwaka 2022Moduleibikoresho bikoreshwa hagati yamasoko yo gutanga amasoko.Umushinga ugabanyijemo ibice 4 byo gupiganira amasoko, bikubiyemo ubushobozi bwa 8.8GW.
Ku ya 8 Kamena, Ishami ry’inganda za Silicon mu Bushinwa Ishyirahamwe ry’inganda zidafite ingufu zashyize ahagaragara igiciro cy’ibicuruzwa biheruka gukorwa na polysilicon yo mu rwego rw’izuba.Ugereranije nicyumweru gishize, ibiciro byubucuruzi bwubwoko butatu bwibikoresho bya silicon byongeye kuzamuka.Muri byo, impuzandengo y'ibicuruzwa byo kugaburira ibiryo bya kristu imwe yazamutse igera kuri 267.400 Yuan / toni, hamwe na 270.000 Yuan / toni;impuzandengo yikigereranyo cyibikoresho bya kirisiti imwe yazamutse igera kuri 265.000 yuan / toni, hamwe na 268.000 yuan / toni;Igiciro cyazamutse kigera kuri 262.300 Yuan / toni, naho hejuru ni 265.000 Yuan / toni.Ibi ni nyuma yUgushyingo gushize, igiciro cyibikoresho bya silicon cyongeye kuzamuka kirenga 270.000, kandi ntabwo kiri kure yikiguzi cyo hejuru cya 276.000 / toni.
Ishami ry’inganda za silicon ryerekanye ko kuri iki cyumweru, inganda zose z’ibikoresho bya silicon zarangije kuzuza ibicuruzwa muri Kamena, ndetse n’ibigo bimwe na bimwe byashyize umukono ku masezerano hagati muri Nyakanga.Impamvu igiciro cyibikoresho bya silicon gikomeje kuzamuka.Ubwa mbere, inganda zitanga silicon wafer ninganda zaguka zifite ubushake bukomeye bwo kugumana umuvuduko mwinshi, kandi uko ibintu byifashe muri iki gihe cyo kwihutira kugura ibikoresho bya silikoni byatumye icyifuzo cya polysilicon cyiyongera gusa;icya kabiri, icyifuzo cyo hasi gikomeje gukomera.Nta masosiyete make yiyandikishije gutumiza ibicuruzwa muri kamena muri Gicurasi, bigatuma igabanuka rikabije ryamafaranga ashobora gusinywa muri kamena.Dukurikije amakuru yatangajwe n’ishami ry’inganda za Silicon, muri iki cyumweru, igiciro cy’ibicuruzwa bya M6 silicon cyari 5.70-5.74 Yuan / igice, naho igiciro cy’ibicuruzwa cyagumye kuri 5.72igiciro cyibiciro bya M10 silicon wafers yari 6.76-6.86 yuan / igice, naho kugurisha byari Igiciro cyagereranijwe gikomeza kuri 6.84 yuan / igice;igiciro cya G12 silicon wafers ni 8.95-9.15 yuan / igice, naho igiciro cyo kugurisha cyagumishijwe kuri 9.10.
PV InfolInk yavuze ko mu kirere cy’isoko aho itangwa ry’ibikoresho bya silikoni ridahagije, igiciro cy’ibicuruzwa mu masezerano maremare hagati y’abakora inganda zikomeye gishobora kugabanywa gake, ariko biracyagoye kubuza igiciro cyo hagati gukomeza kuzamuka. .Byongeye kandi, "ibikoresho bya silikoni biragoye kubibona", kandi itangwa nibisabwa kubintu bigoye kubona ibikoresho bya silikoni nta kimenyetso cyerekana ko byoroshye.Cyane cyane kubushobozi bushya bwo kwaguka muburyo bwo gukurura kristu, igiciro cyibikoresho bya silikoni bikomoka mumahanga bikomeje kuba ku giciro cyo hejuru, kiri hejuru yikiguzi cya 280 ku kilo.Ntibisanzwe.
Ku ruhande rumwe, igiciro cyiyongera, kurundi ruhande, gahunda iruzuye.Dukurikije imibare y’inganda z’ingufu z’igihugu kuva muri Mutarama kugeza muri Mata zashyizwe ahagaragara n’ikigo cy’igihugu gishinzwe ingufu ku ya 17 Gicurasi.Muri byo, ubushobozi bushya bwashyizweho muri Mata bwari 3.67GW, umwaka ushize kwiyongera 110% naho ukwezi ku kwezi kwiyongera 56%.Uburayi bwatumije mu mahanga 16.7GW y’ibicuruzwa by’abashinwa muri Q1, ugereranije na 6.8GW mu gihe kimwe cy’umwaka ushize, umwaka ushize wiyongereyeho 145%;Ubuhinde bwatumije hafi 10GW ya moderi y’amafoto muri Q1, kwiyongera 210% umwaka ushize, naho ibicuruzwa byatumijwe mu mahanga byiyongereyeho 374% umwaka ushize;kandi Amerika yatangaje kandi ko isonewe mu bihugu bine byo mu majyepfo y’amajyepfo ya Aziya Amahoro yimyaka ibiri y’ibicuruzwa bitumizwa mu mahanga kuri moderi y’amafoto, inzira y’amafoto yishimira inyungu nyinshi.
Ku bijyanye n’imari shingiro, kuva mu mpera za Mata, urwego rw’amafoto rwakomeje gukomera, kandi ETF y’amafoto (515790) yazamutse hejuru ya 40% uhereye hasi.Kugeza ku ya 7 Kamena, igiteranyo cy’isoko ry’umuriro w’amashanyarazi kingana na miliyari 2.839.5.Mu kwezi gushize, imigabane 22 yose yifotora yaguzwe net yaguzwe namafaranga ya Northbound.Hashingiwe ku mibare igereranije y’igiciro cy’ibicuruzwa byagereranijwe, LONGi Green Energy na TBEA byakiriye neza amafaranga arenga miliyari imwe y’amafaranga yatanzwe na Beishang, naho imigabane ya Tongwei na Maiwei yakiriye neza amafaranga arenga miliyoni 500 y’amafaranga yatanzwe na Beishang. .Western Securities yemera ko kuva 2022, ingano yimishinga yo gutanga amasoko yaturitse, kandi igipimo muri Mutarama, Werurwe, na Mata byose byarenze 20GW.Kuva muri Mutarama kugeza Mata 2022, umubare w'amasoko yatanzwe mu mishinga ifotora amashanyarazi yari 82.32l, umwaka ushize wiyongereyeho 247.92%.Byongeye kandi, Ikigo cy’igihugu gishinzwe ingufu kirateganya ko umuyoboro mushya w’amashanyarazi wongeyeho uzagera kuri 108GW mu myaka 22, naho imishinga iri gukorwa irimo kugera kuri 121GW.Dufashe ko igiciro cyibigize mugice cya kabiri cyumwaka kikiri hejuru, biragereranijwe ko ubushobozi bwimbere mu gihugu buzagera kuri 80-90GW, kandi isoko ryimbere mu gihugu rirakomeye.Isoko ryamafoto yisi yose irakomeye kuburyo nta cyizere cyo kugabanya igiciro cyamafoto yerekana amashanyarazi mugihe gito.
Igihe cyo kohereza: Jun-15-2022