Ke Koi no na Lako Makana Photovoltaic i Oi aku i ka Hoolako

ʻO ke kiʻi ʻoniʻoni Photovoltaic kahi ʻāpana koʻikoʻi o nā ʻāpana panel solar, e helu ana ma kahi o 8% o ke kumukūʻai o nā ʻāpana panel solar, ʻo ia ka kiʻi ʻoniʻoni EVA i kēia manawa ka hapa kiʻekiʻe o nā huahana kiʻiʻoniʻoni.Me ka hoʻokuʻu ʻana i ka mana hana hou o nā mea silika i ka hapaha ʻehā e hoʻoikaika i ka ulu ʻana o ka noi ʻāpana, a ke komo mālie nei nā māla e like me nā kaula a me nā ʻūhā i ka manawa kiʻekiʻe, wānana nā mea loiloi e manaʻo ʻia ke kumukūʻai o EVA i kahi hou. kiʻekiʻe i kēia makahiki.

I ka hapa mua o kēia makahiki, ʻo ka hana ʻana o ka hale EVA ma kahi o 780,000 tons.Ma muli o ka piʻi ʻana o ka helu localization a me ka paʻa o ka lako a me ke koi ʻana o ka EVA o nā ʻāina ʻē, ʻo ka nui o ka lawe ʻana mai o ka EVA kūloko mai Ianuali a Mei i kēia makahiki he 443,000 tons, ma lalo o 13% makahiki-ma-makahiki.he 1.53 miliona tons ka hana o ka hale EVA makahiki, he 1 miliona tons ka mea i laweia mai, a he 2.43 miliona tons ka lako hale makahiki.Wahi a ka wanana hiki ke hoʻokomo ʻia i ka photovoltaic makahiki o 235GW, ʻo ka noi makahiki EVA ma kahi o 2.58 miliona tons, nona ka koi kiʻi photovoltaic he 120 tons.mau tona.ʻO 150,000 tons ka hapa makahiki.Ua manaʻo ʻia e ʻoi aku ka nui o ke āpau ma Q4, a ke manaʻo ʻia nei ke kumukūʻai EVA e piʻi aʻe ma mua o ka mea i manaʻo ʻia.Ua kuhikuhi ʻo Guosen Securities e like me ka helu ʻana o 235/300/360GW o ka mana hou i hoʻokomo ʻia ma 2022-2024, ʻo ka noi no EVA he 120/150/1.8 miliona mau tona.Ma ke ʻano o ka nele o ka ikehu honua, ʻoi aku ka nui o ka ʻaoʻao koi ma mua o nā mea i manaʻo ʻia.

Eia kekahi, hōʻike ka ʻikepili ʻoihana i ke kumukūʻai mākeke o ka photovoltaic grade trichlorosilane i hoʻohuli ʻia ma ʻAukake 9. I ka wā e hoʻopau ai ka mālama ʻana i ka hale hana polysilicon downstream, ua hoʻonui ʻia ke kumukūʻai mākeke o ka photovoltaic grade trichlorosilane e 1,000 yuan / ton, a ʻo ke kumukūʻai. ma kahi o 20,000 yuan.Yuan/ton, piʻi 5.26% mahina ma ka mahina.

ʻO Trichlorosilane kahi mea waiwai nui.Pono ʻo Trichlorosilane no ka mana hana hou a me ke kaʻina hana maʻamau o polysilicon.Me ka ulu wikiwiki o ka ʻoihana photovoltaic, ua helu ʻia ka polysilicon photovoltaic no 6-70% o ka noi no trichlorosilane.ʻO nā mea ʻē aʻe he mau mākeke kumu mua e like me nā mea hoʻohui silane.I ka makahiki 2022, ʻo ka mana hana hou o nā mea silika ma kahi o 450,000 tons.ʻO ka hoʻonui ʻana i ka hana silika a me ka noi hoʻonui no ka trichlorosilane i hoʻokumu ʻia e ka hana hou o nā mea silika e ʻoi aku ma mua o 100,000 tons.ʻO ka hoʻolaha ʻana o ka hoʻonui ʻana i ka hana silika i ka makahiki 2023 Nui, China Merchants Securities manaʻo e ʻoi aku ka nui o ka noi ma mua o 100,000 tons.I ka manawa like, ua kūpaʻa a kū ka mākeke kuʻuna o ka hui hoʻohui silane, trichlorosilane.Ua paʻa mau ka mana hana home o trichlorosilane i nā makahiki i hala iho nei.ʻO ka mana hana holoʻokoʻa i kēia manawa kokoke i 600,000 tons.Ke noʻonoʻo nei i ka holomua o ke komisina a me ka helu hana maoli, ʻoi aku ka nui o ka lako o ka trichlorosilane ma mua o 500,000 a 650,000 tons i kēia makahiki a ma hope.mai keia makahiki a hiki i ka hapa mua o ka makahiki e hiki mai ana, ke paa mau nei ka hoolako ana a me ke koi ana o ka trichlorosilane a i ole ia ma ke koena paa, a aia paha he kaawale hoolako ma ka hapa elua o keia makahiki.

Wahi a EVA film a me trichlorosilane, ke ʻano o ka hoʻolako ʻana i kēia ʻano o nā mea maka, ʻo kā mākou Multifit e hoʻoikaika hou i ka pilina me nā mea hoʻolako e hana nei i kēia mau mea waiwai e hōʻoia i ka mālama ʻana i ke kumukūʻai hana o kā mākou photovoltaic panels i kahi pae hoʻokūkū.kumukūʻai mana.