Ngezinyathelo eziningi endaweni, imakethe yezinto ezibonakalayo ze-silicon kulindeleke ukuthi iphume futhi ilulame

Kusukela ngoJanuwari kuya ku-Ephreli 2025, umthamo osanda kufakwa we Isizukulwane samandla elanga safinyelela ku-104.93gw, kanye nomthamo osanda kufakwa ngo-Ephreli kuphela kwakungu-45.22gw, okwakuyisisekelo okuyizinga eliphakeme lanyanga zonke emlandweni wokufakwa kwe-Photovoltaic engxenyeni yokuqala yonyaka. Ngasekupheleni kwe- '430 ' kanye ne- '531 ' amanani e-silicon ama-wafers, amaseli ebhethri, kanye nezinto ezisezithombeni ze-Photovoltaic imboni anolwazi lokushintshashintshashintshakalo futhi kuyazinza njengamanje. Kodwa-ke, isixhumanisi sePolysilicon singene esiteshini esisezingeni eliphansi futhi maphakathi no-Ephreli, esivele sisesimweni sokulahleka kwemali kwemali. I-Industry Finemma ikhulise futhi, futhi izinkampani zisazokwenza ngentshiseko.

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Ngokombono wokukhiqizwa kwezinkampani kanye namasu okusebenza, ezinye izinkampani zikhethe ukulungiswa, futhi ezinye izinkampani ziqale ukushintshwa kwamandla. Okokuqala, ngoMeyi, inani lezinkampani zokukhiqiza amaPolysilicon lehlile lisuka ku-13 kuye kwayi-11. Izinkampani ezivele zinzile ukukhiqizwa komthwalo ophansi, ziphinde zehlise izinkinga ezinjengokuqina komkhiqizo ngakolunye uhlangothi. Ngakho-ke, lezi zinkampani zivame ukumisa ukukhiqizwa kwesondlo, futhi ezinye izinkampani zizoba nokumiswa okusha nezinhlelo zokugcina ngokuzayo. Ngaphezu kwalokho, amabhizinisi aholayo njengamanje athatha isikhundla sokukhiqiza amandla, ukufaka esikhundleni imigqa emikhulu yokukhiqiza ebikhiqize isikhathi esithile ngemigqa emincane yokukhiqiza egijima kahle, futhi yanciphisa kakhulu ukuphuma okulindelwe unyaka wonke ngamathani acishe abe ngu-100,000. Sekukonke, ukulungiswa okuhle kwezinga elisebenzayo lamabhizinisi e-polysilicon kuyasiza ekunciphiseni kokuhlinzekwa kwamanje nokudinga ukungqubuzana kanye nokuqina kokulindelwe kwemakethe yesikhathi esizayo.

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Ngokombono wenani lokusungula imboni, kusukela ngasekupheleni kuka-Ephreli 2025, indawo yami ye-polysilicon yokusungula ingamathani angama-390,000. Uma kulandelwa isimo esiphansi se-Downstream Uma idatha yanyanga zonke yenyanga ehlukaniswe icatshangwe, empeleni i-polysilicon isesimweni sokuhlinzekwa kanye nesidingo njalo ngenyanga, okungukuthi, kungadonsa ngokuyisisekelo umphumela wenyanga, kepha izinga lokusetshenziswa kokusungula okukhona lihamba kancane. Ngokwemininingwane yomphakathi evela kumabhizinisi, iningi lamabhizinisi asakhetha ukudonsa yokusungula ngemakethe yebala. Inani elincane lamabhizinisi seliqalile ukuzama ukuletha kubahwebi, kanye nokuzimisela kwabo ukubamba iqhaza esivumelwaneni sokulethwa kwamakethe yesikhathi esizayo kuphansi. Njengoba iGungwei eshiwo kurekhodi lomsebenzi wobudlelwano bemali ekhishwe ngoMeyi 21, ngokuya ngokuphathwa kweqoqo, okwamanje ligaywe ngokujwayelekile ngemakethe yebala, futhi akukho cebo lokuya kwisixhumanisi sokulethwa kwe-polysilicon. Sekukonke, ngoba ukushesha ukufaka ngokuyisisekelo kuphelile futhi ukufunwa kwemakethe yebala kukhawulelwe, kulindeleke ukuthi ikusasa lizinze kanti nokusungula kuzophela kancane kancane ngamanani amancane.

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Ukuze ubhekane nezimo zemakethe ezabiwe, inhlangano ibonisa ngenkuthalo amaphuzu ngobuhlungu nobunzima obubhekene nomkhakha eminyangweni efanelekile kahulumeni, futhi uhlongoza izindlela ezithile neziphakamiso. Ngokuzayo, ngesiqondiso esisebenzayo eNqubomgomo Yezenqubomgomo Kazwelonke kanye nokubambisana okusebenzayo kwamabhizinisi afanele, imboni yePolysilicon izobuyisela kancane kancane ukuhleleka kwemakethe okuzinzile nokunengqondo, futhi ukuthambekela kwemakethe kuzoba kuhle ngokuhamba kwesikhathi. Noma intengo yePolysilicon ayikwazi ukululama esikhathini esifushane, intengo emakethe yesikhathi esizayo izoqina kancane kancane.