Ukusukela ekuqaleni kuka-2024, nangona izinga lokusebenza kwicala lonikezelo ligcine uzinzo oluthile, imarike yabathengi esezantsi ngokuthe ngcembe ibonise iimpawu zobuthathaka, kwaye ukungahambelani phakathi konikezelo kunye nemfuno kuye kwanda kakhulu, okukhokelela ekusebenzeni okucothayo jikelele. kulo nyaka. Iziseko zemakethi azikhange zibone ukuphucuka okubonakalayo, kwaye umgca wendlela ephambili wamaxabiso ngokuthe ngcembe usiya uhla. Nangona abanye abarhwebi bazama ukusebenzisa ithuba leendaba ezilungileyo zemarike ukuba bahambe ixesha elide, ngenxa yokungabikho kwenkxaso eqinile evela kwizinto ezisisiseko, ixabiso elinamandla alizange lihlale ixesha elide kwaye ngokukhawuleza lawa. Ngokwenguquko yeendlela zexabiso, sinokwahlula ngokuthe ngqo utshintsho kumaxabiso e-silicon kwisiqingatha sokuqala salo nyaka ngokwezigaba ezithathu:
1) NgoJanuwari ukuya phakathi kuMeyi: Ngeli xesha, ukuziphatha kwexabiso lokuxhasa abavelisi kubangele ukuba iprimiyamu yendawo iqhubeke nokunyuka. Ngenxa yokuvalwa kwexesha elide eYunnan, eSichuan nakweminye imimandla, kunye nenyaniso yokuba kuya kuthatha ixesha ngaphambi kokuba kuqaliswe umsebenzi ngexesha lesikhukula, iifektri azinaxinzelelo lokuthumela ngenqanawa. Nangona umdla wokubuza ngexabiso lendawo ye-421# kumzantsi-ntshona ungekho phezulu, ukuguquguquka kwexabiso kulinganiselwe. Abavelisi bendawo bathambekele ngakumbi ekulindeni ukunyuka kwamaxabiso okuthe kratya, ngelixa imarike esezantsi ngokubanzi ithatha isimo sengqondo sokulinda nokubona. Kwiindawo zokuvelisa ezisemantla, ngakumbi kwi-Xinjiang, amandla okuvelisa anyanzeliswa ukuba ancitshiswe okanye amiswe ngenxa yesizathu esithile, ngelixa i-Inner Mongolia ayizange ichaphazeleke. Ukujonga imeko yaseXinjiang, emva kokuba ixabiso le-silicon liye lehliswa ngokuqhubekayo, umdla wokubuza ngentengiso wehla, kwaye ii-odolo zangaphambili zaziswa. Ngokunyuka okulinganiselweyo komyalelo olandelayo, ingcinezelo yokuthumela inqanawa yaqala ukubonakala.
2) Phakathi kuMeyi ukuya ekuqaleni kukaJuni: Ngeli xesha, iindaba zemarike kunye nokunyakaza kwenkunzi ngokudibeneyo kukhuthaze ukuphindaphinda kwexesha elifutshane kumaxabiso. Emva kwexesha elide lomsebenzi ophantsi kunye nokuwela ngaphantsi kwexabiso eliphambili le-12,000 yuan / ton, iimali zemarike zahlukana, kwaye ezinye iimali zaqala ukufuna amathuba okubuyisela ixesha elifutshane. Ukuhlanganiswa kunye nokuhlengahlengiswa kweshishini le-photovoltaic kunye nendlela yokuphuma egudileyo yemarike, kunye neeprojekthi ze-photovoltaic ezicetywayo zokwakhiwa yi-Saudi Arabia, zinikeze abavelisi baseTshayina isabelo esikhulu semarike, esiluncedo kwixabiso. yesilicon yoshishino ukusuka kwicala lemfuno. Nangona kunjalo, phantsi kwemvelaphi yobuthathaka obuqhubekayo kwizinto ezisisiseko, kubonakala kungenamandla okunyusa amaxabiso ngoxabiso oluphantsi kuphela. Njengoko utshintshiselwano lwandisa umthamo wokugcina ukuhanjiswa, umfutho wokunyuka uyancipha.
I-3) Ukususela ekuqaleni kukaJuni ukuya kuthi ga ngoku: i-logic yokuthengisa imarike ibuyele kwizinto ezisisiseko. Ukusuka kwicala lokubonelela, kusekho ukulindela ukukhula. Ummandla wemveliso osemantla usahleli ukwinqanaba eliphezulu, kwaye njengoko indawo yemveliso yasemzantsi-ntshona ingena kwixesha lezikhukhula, ukuzimisela ukuqalisa kwakhona imveliso kuyanda, kwaye ukunyuka kwezinga lokusebenza kuneqondo eliphezulu lokuqiniseka. Nangona kunjalo, kwicala lemfuno, i-photovoltaic industry chain ijongene nelahleko kwibhodi yonke, i-inventory iyaqhubeka iqokelela, uxinzelelo lukhulu, kwaye akukho mqondiso ocacileyo wokuphucula, okubangelwa ukuhla okuqhubekayo kwiziko lexabiso.
Ixesha lokuposa: Aug-19-2024
