Ukubuka: 12 Umbhali: Isikhathi Sokushicilela Isihleli Sesayithi: 2025-05-27 Umsuka: Isayithi
Kusukela ngoJanuwari kuya ku-Ephreli 2025, umthamo osanda kufakwa we ukukhiqizwa kwamandla elanga kufinyelele ku-104.93GW, futhi umthamo osanda kufakwa ngo-Ephreli kuphela wawuyi-45.22GW, okwakuyizinga eliphakeme kakhulu lenyanga emlandweni wokufakwa kwe-photovoltaic engxenyeni yokuqala yonyaka. Ekupheleni kokufakwa kokushesha kwe-'430' kanye '531', izintengo zamawafa e-silicon, amaseli ebhethri, kanye nezingxenye zochungechunge lwemboni ye-photovoltaic zibe nokuguquguquka futhi okwamanje ziyazinza. Kodwa-ke, isixhumanisi se-polysilicon singene esiteshini sentengo esiyehlayo futhi maphakathi no-April, osesivele sisesimweni sokulahlekelwa kwemali. Inkinga yemboni isiphinde yajula futhi, futhi izinkampani zisathatha izinyathelo zokulwa nazo.
Ngokombono wamasu okukhiqiza nokusebenza kwebhizinisi, ezinye izinkampani zikhethe ukunakekelwa, kanti ezinye izinkampani seziqalile ukushintshwa kwamandla. Okokuqala, ngoMeyi, inani lezinkampani zokukhiqiza i-polysilicon lehla lisuka ku-13 laya ku-11. Ezinkampanini esezinzile kakade ukukhiqizwa komthwalo ophansi, ukwehlisa umthwalo wokukhiqiza futhi kuzoletha izinkinga ezifana nokuzinza komkhiqizo ngakolunye uhlangothi, futhi ngakolunye uhlangothi, kuzokwandisa izindleko zokukhiqiza ngezinga elithile. Ngakho-ke, lezi zinkampani zivamise ukumisa ukukhiqiza ukuze zilungiswe, kanti ezinye izinkampani zizophinde zibe nezinhlelo ezintsha zokumisa nokulungisa esikhathini esizayo. Ngaphezu kwalokho, amabhizinisi ahamba phambili njengamanje ashintsha amandla okukhiqiza ngenkuthalo, ashintsha imigqa emikhulu yokukhiqiza ebilokhu ikhiqizwa isikhathi esithile ngemigqa emincane yokukhiqiza esebenza kahle uma kuqhathaniswa, futhi anciphise kakhulu umkhiqizo olindelwe unyaka wonke cishe amathani ayi-100,000. Sekukonke, ukulungiswa okuhle kwezinga lokusebenza kwamabhizinisi e-polysilicon kusiza ekwehliseni ukuhlinzekwa kwamanje kanye nokungqubuzana kwesidingo kanye nokuzinza kokulindelwe yimakethe yesikhathi esizayo.
Ngokombono wenani lempahla yemboni, ekupheleni kuka-Ephreli 2025, uhlu lwezwe lami lwe-polysilicon lungaba amathani angama-390,000. Uma isimo samanje sokusetshenziswa komfula silandelwa, kulindeleke ukuthi sanele ukuze amabhizinisi enze ukukhiqiza okuvamile isikhathi esingaphezu kwezinyanga ezi-3. Uma idatha ehlukanisiwe yanyanga zonke icatshangelwa, i-polysilicon ngokuyisisekelo isesimweni sokuhlinzekwa kanye nebhalansi yokufunwa nyanga zonke, okungukuthi, ingakwazi ukumunca okuphumayo kwenyanga, kodwa izinga lokusetshenziswa kohlu lwamagama olukhona lihamba kancane uma kuqhathaniswa. Ngokolwazi olusesidlangalaleni oluvela emabhizinisini, iningi lamabhizinisi lisakhetha ukumunca izinto ngemakethe yendawo. Inani elincane lamabhizinisi seliqalile ukuzama ukuhlinzeka abahwebi, futhi ukuzimisela kwabo ukubamba iqhaza kusixhumanisi sokulethwa kwemakethe yesikhathi esizayo kuphansi kakhulu. Njengoba uTongwei esho kurekhodi lomsebenzi wobudlelwano nabatshalizimali elikhishwe ngoMeyi 21, mayelana nokuphathwa kwempahla, njengamanje ligaywa ngokujwayelekile ngemakethe yendawo, futhi alukho uhlelo lokudiliza ngesixhumanisi sokulethwa kwe-polysilicon esizayo. Sekukonke, njengoba ukujaha ukufaka sekuphelile futhi isidingo semakethe yendawo sinqunyelwe, kulindeleke ukuthi ikusasa lizinze futhi uhlu lwamagama luzoqedwa kancane kancane.
Ukuze ubhekane nezimo ezibucayi zemakethe, inhlangano ibonisa ngenkuthalo amaphuzu obuhlungu nobunzima obubhekene nemboni eminyangweni kahulumeni efanele, futhi iphakamisa izinyathelo ezithile kanye neziphakamiso. Esikhathini esizayo, ngesiqondiso esisebenzayo ezingeni lenqubomgomo kazwelonke kanye nokubambisana okusebenzayo kwamabhizinisi afanelekile, imboni ye-polysilicon izobuyisela kancane kancane ukuhleleka kwemakethe okuzinzile nokunengqondo, futhi umkhuba wemakethe uzoba muhle ngokuhamba kwesikhathi. Ngisho noma intengo ye-polysilicon ingakwazi ukubuyisela esikhathini esifushane, intengo emakethe yesikhathi esizayo izozinza kancane kancane.
