Raws li kev sib txawv ntawm lub ntiaj teb lub zog ntsuab hloov pauv, lub zog tshiab kev lag luam tau coj mus rau hauv txoj hauv kev loj hlob tsis tau muaj dua.Kev lag luam photovoltaic xav tau hauv tsev thiab txawv teb chaws muaj kev cia siab dav, thiab cov kev xav tau ntawm photovoltaic nyob hauv tsev thiab txawv teb chaws tau khaws cia siab hauv thawj peb lub hlis twg.
Kev txhim kho sab nrauv ntawm Tuam Tshoj txoj kev lag luam photovoltaic hauv thawj peb lub hlis twg ntawm 2022
●Polysilicon ntshuam qhia tau hais tias tus nqi nce zuj zus tuaj
Hauv thawj peb lub hlis twg ntawm 2022, Tuam Tshoj cov khoom siv polysilicon hauv tsev yog kwv yees li 159,000 tons, nce 32.5 feem pua rau-xyoo.Cov polysilicon imported tau mus txog peb $ 660 lab, nce 125.3% xyoo rau xyoo.Lub ntim ntim yog 22,000 tons, poob 18.1% xyoo rau xyoo.Ntshuam tus nqi qhia ib tug qauv ntawm incremental txo.Kev cuam tshuam los ntawm kev sib kis thiab kev tsis sib haum xeeb ntawm Russia thiab Ukraine, cov nqi thauj khoom thiab cov khoom siv raw xws li cov ntaub ntawv silicon tau nce siab heev.
Hauv thawj peb lub hlis twg, Tuam Tshoj lub ntsiab ntshuam ntawm polysilicon yog lub teb chaws Yelemees, Malaysia, Tebchaws Meskas, Nyiv thiab Taiwan, suav txog 97.4% ntawm Tuam Tshoj cov khoom lag luam polysilicon.Lub teb chaws Yelemees yog Tuam Tshoj tus loj tshaj plaws polysilicon ntshuam qhov chaw, accounting rau 64.3%.Polysilicon imported los ntawm lub teb chaws Yelemees mus txog 420 lab US las, nce 221.1% xyoo rau xyoo.Lub ntim ntim yog 13,000 tons, nce 10.2% xyoo rau xyoo.Polysilicon imported los ntawm Malaysia yog $ 150 lab, nce 69% xyoo rau xyoo.Lub ntim ntim tau ze li ntawm 5,000 tons, poob 36.3% xyoo rau xyoo.Nws yog thib ob nrog 22.4 feem pua.Polysilicon ntshuam los ntawm Tebchaws Meskas yog $ 0.3 billion, 69% xyoo-rau-xyoo;Ntshuam 760.4 tons, nqis 28.3% xyoo rau xyoo;Qhov thib peb nrog 4.3% feem.
● Tuam Tshoj tus export ntawm silicon wafer nce 65%
Nyob rau hauv thawj peb lub hlis twg ntawm 2022, domestic pv wafer ntau lawm yuav tsum yog hais txog 70GW, nce li ntawm 40.8% xyoo-rau-xyoo.Wafer xa tawm tau tshaj $ 1.19 billion, nce 60.3% xyoo rau xyoo.
Malaysia, Nyab Laj thiab Thaib teb yog ib qho tseem ceeb ntawm kev xa tawm txawv teb chaws ntawm Tuam Tshoj cov silicon wafers, nrog kev xa tawm ntawm 760 lab US las, nce 74% xyoo-rau-xyoo, suav txog ntau tshaj li ib nrab ntawm Tuam Tshoj txoj kev lag luam txawv teb chaws.Kev xa tawm mus rau Malaysia yog 320 lab US las, nce 68.6% xyoo rau xyoo, nyob rau thawj qhov chaw.Kev xa tawm mus rau Nyab Laj yog $ 280 lab, nce 84.5% xyoo rau xyoo, nyob rau qib thib ob.Export rau Thaib teb 160 lab las, nce 68.6% xyoo nyob rau hauv lub xyoo, nyob rau hauv thib peb.Tsis tas li ntawd, kev xa tawm mus rau Cambodia tau nce siab nyob rau thawj peb lub hlis twg, txij li $ 480 hauv 2021 txog $ 2.644 lab, feem ntau yog vim muaj kev cuam tshuam los ntawm Tebchaws Meskas tau pib tshawb nrhiav kev tawm tsam tiv thaiv Malaysia, Nyab Laj, Thaib thiab Cambodia thaum Lub Peb Hlis 28. tias kev xa tawm ntawm Suav silicon wafers mus rau plaub lub teb chaws saum toj no yuav qhia txog kev poob qis hauv lub quarter thib ob.
● Exports ntawm Suav roj teeb rau Is Nrias teb thiab Qaib Cov Txwv tau nce
Hauv thawj peb lub hlis twg ntawm 2022, Tuam Tshoj tau xa tawm $ 830 lab ntawm photovoltaic hlwb.Nyob rau hauv thawj peb lub hlis twg, Tuam Tshoj lub sab saum toj tsib export kev lag luam rau roj teeb yog Is Nrias teb, Qaib ntxhw, Thaib teb, South Kauslim thiab Nyab Laj, accounting rau 72% ntawm Tuam Tshoj lub roj teeb export lag luam.
Ntawm lawv, kev xa tawm ntawm pv hlwb mus rau Is Nrias teb yog $ 300 lab, suav txog 36% ntawm kev ua lag luam, qeb duas thawj.Cov laj thawj tseem ceeb yog raws li hauv qab no: Tom qab Kev Tshaj Tawm Tshaj Tawm tias Is Nrias teb yuav ua tus nqi qis rau PV hlwb txij lub Plaub Hlis 1, Indian importers maj nrawm rau ntshuam ua ntej nce nqi pv;Kev xa tawm ntawm pv hlwb mus rau Qaib Cov Txwv yog $ 110 lab, suav txog 13% ntawm kev ua lag luam, qeb thib ob.Cov laj thawj tseem ceeb yog raws li hauv qab no: ntawm ib sab, hauv 2021, Qaib Cov Txwv yuav ntxiv 1.14GW ntawm kev teeb tsa photovoltaic, thiab lub ru tsev photovoltaic ushered hauv kev loj hlob thiab muaj zog thov;Ntawm qhov tod tes, Qaib Cov Txwv tau pib thawj hnub poob los tiv thaiv kev lag luam tshuaj xyuas kev tshawb fawb ntawm photovoltaic modules los ntawm Tuam Tshoj, tab sis tsis tau pib los tiv thaiv cov roj teeb, yog li Qaib Cov Txwv nce cov roj teeb ntshuam.
Post lub sij hawm: Jun-07-2022