Ishoma photovoltaic investimendi uye inononoka yekumisikidza kufambira mberi pasi pekuenderera mberi kwekuvhiya kwesilicon zvinhu?

Kubva kutanga kwegore rino, mitengo yepolysilicon yakaramba ichikwira.Kubva muna Nyamavhuvhu 17, iyo silicon zvinhu yakakwira ka27 mumutsara, ine avhareji ye305,300 yuan / ton tichienzanisa nemutengo we230,000 yuan / ton pakutanga kwegore, kuwedzera kwekuwedzera kwakapfuura 30%.

Mutengo wesilicon zvinhu wakakwira, kwete chete mafekitori epasi pasi "haakwanise kutsungirira", asiwo akapfuma uye ane simba epakati mabhizinesi ehurumende anzwa kumanikidzwa.Vazhinji vatengesi vemagetsi epakati pemagetsi vakati iwo akakwira mutengo zvikamu zvakaderedza kufambira mberi kwekuisa.

Nekudaro, tichitarisa kubva kuPV investment quota uye nyowani yakaiswa data data kubva munaNdira kusvika Chikunguru gore rino, zvinoita sekunge haina kukanganiswa neizvi.Zvinoenderana nehuwandu hweindasitiri yemagetsi yenyika kubva muna Ndira kusvika Chikunguru yakaburitswa neNational Energy Administration, iyo nyowani yakaiswa muna Chikunguru yakanga ichiri 6.85GW, uye purojekiti yekudyara yaive 19.1 bhiriyoni yuan.

Pasinei nekusvetuka mumutengo wesilicon zvinhu uye kusaenzana kweketani yeindasitiri, 2022 ingangove ichiri "gore guru" rephotovoltaic.Muna 2022, China ichangobva kuiswa photovoltaic simba inotarisirwa kuva 85-100GW, nekukura kwegore negore kwe60% - 89%.

Nekudaro, iyo yakazara ye37.73GW yakaiswa muna Ndira kusvika Chikunguru, izvo zvinoreva kuti mumwedzi mishanu yasara, iyo PV inofanirwa kupedzisa 47-62GW yekuiswa simba, mune mamwe mazwi kanenge 9.4GW yekuiswa simba pamwedzi.Parizvino, kuoma hakusi kuduku.Asi kubva mumamiriro egore rapfuura, hutsva hwakaisirwa huwandu muna 2021 hunonyanya kuiswa mukota yechina, uye huwandu hwakaiswa muchikamu chechina 27.82 miriyoni kilowatts, inoverengera inopfuura makumi mashanu muzana ehutsva gore rose (54.88 miriyoni. kilowatts mugore rose), izvo zvisingaitike hazvo.

Kubva muna Ndira kusvika Chikunguru, mari mumapurojekiti ekupa magetsi emabhizinesi makuru ekugadzira magetsi muChina yaive 260 bhiriyoni yuan, nekuwedzera kwegore negore kwe16.8%.Pakati pavo, kugadzirwa kwesimba rezuva kwaive 77.3 bhiriyoni yuan, gore-pa-gore kuwedzera kwe304.0%.