Karancin saka hannun jari na hoto da jinkirin shigarwa a ƙarƙashin ci gaba da haɓaka kayan silicon?

Tun farkon wannan shekara, farashin polysilicon ya ci gaba da tashi.Ya zuwa ranar 17 ga watan Agusta, kayan siliki sun karu sau 27 a jere, tare da matsakaicin yuan 305,300 idan aka kwatanta da farashin yuan 230,000 a farkon shekara, yawan karuwar ya wuce 30%.

Farashin kayan siliki ya yi tashin gwauron zabo, ba kawai masana'antun da ke ƙasa ba "ba za su iya jurewa ba", har ma masu arziki da manyan masana'antun gwamnatin tsakiya sun ji matsin lamba.Yawancin masu saka hannun jari na cibiyoyin wutar lantarki na tsakiya sun ce manyan abubuwan haɗin gwiwar sun rage ainihin ci gaban shigarwa.

Koyaya, yin la'akari da ƙimar saka hannun jari na PV da sabbin bayanan iya aiki daga Janairu zuwa Yuli na wannan shekara, yana da alama wannan bai shafe shi ba.Bisa kididdigar da masana'antar samar da wutar lantarki ta kasa ta fitar daga watan Janairu zuwa Yuli da hukumar kula da makamashi ta kasar ta fitar, an ce, yawan karfin da aka girka a watan Yuli ya kai 6.85GW, kuma jarin aikin ya kai yuan biliyan 19.1.

Duk da tsalle a cikin farashin kayan silicon da rashin daidaituwa na sarkar masana'antu, 2022 tabbas zai kasance "babban shekara" na photovoltaic.A shekarar 2022, ana sa ran sabon karfin da kasar Sin ta shigar da na'urar daukar wutar lantarki zai kai 85-100GW, tare da karuwar karuwar kashi 60% - 89 cikin dari a duk shekara.

Duk da haka, an shigar da jimillar 37.73GW a watan Janairu zuwa Yuli, wanda ke nufin cewa a cikin sauran watanni biyar, PV ya kamata ya cika 47-62GW na ƙarfin da aka sanya, a wata ma'anar akalla 9.4GW na ƙarfin da aka sanya a kowane wata.A halin yanzu, wahalar ba karami ba ce.Amma daga halin da ake ciki a bara, sabon ƙarfin da aka shigar a cikin 2021 ya fi mayar da hankali ne a cikin kwata na huɗu, kuma ƙarfin da aka shigar a cikin kwata na huɗu shine kilowatts miliyan 27.82, wanda ke lissafin sama da 50% na sabon ƙarfin a cikin duka shekara (miliyan 54.88). kilowatts a cikin dukan shekara), wanda ba lallai ba ne mai yiwuwa.

Daga watan Janairu zuwa Yuli, jarin da aka zuba a ayyukan samar da wutar lantarki na manyan kamfanonin samar da wutar lantarki a kasar Sin ya kai yuan biliyan 260, wanda ya karu da kashi 16.8 cikin dari a duk shekara.Daga cikin su, samar da wutar lantarki mai amfani da hasken rana ya kai yuan biliyan 77.3, wanda ya karu da kashi 304.0 cikin dari a duk shekara.

ci gaba da karuwa na kayan silicon 2
ci gaba da karuwa na kayan silicon

Lokacin aikawa: Agusta-31-2022