Nazi ezinye izibuyekezo zezindaba mayelana nensimbi ye-silicon:
1. Ukunikezwa kwemakethe kanye nesidingo kanye nokuguquguquka kwentengo
Ukushintshashintsha kwentengo: Muva nje, intengo yemakethe ye-silicon yensimbi ibonise ukuguquguquka okuthile. Isibonelo, ngesonto elilodwa ngo-Okthoba 2024, intengo yesikhathi esizayo ye-silicon yezimboni yenyuka futhi yehla, kuyilapho intengo yendawo yenyuka kancane. Intengo yendawo ye-Huadong Tongyang 553 ingu-11,800 yuan/ton, futhi intengo yendawo ye-Yunnan 421 ingu-12,200 yuan/ton. Lokhu kuguquguquka kwentengo kuthintwa izinto eziningi, okuhlanganisa ukuhlinzeka nokufunwa, izindleko zokukhiqiza, nokulawulwa kwenqubomgomo.
Ibhalansi yokuhlinzeka nokufunwa: Ngokombono wokuhlinzeka nesidingo, imakethe ye-silicon yensimbi imvamisa isesimweni sokuhlinzekwa kanye nebhalansi yokufunwa. Ngasohlangothini lokuhlinzekwa kwempahla, ngokusondela kwenkathi eyomile eningizimu-ntshonalanga, ezinye izinkampani seziqalile ukunciphisa ukukhiqizwa, kuyilapho isifunda esisenyakatho sengeze izithando zomlilo ngazinye, futhi umphumela usuwonke ulondoloze ibhalansi yokukhula nokuncipha. Ngasohlangothini lwesidingo, izinkampani ze-polysilicon zisalindele ukwehlisa ukukhiqizwa, kodwa ukusetshenziswa kwe-silicon yensimbi yiyo yonke indawo engezansi kuhlala kuzinzile.
2. Ukuthuthukiswa kwezimboni kanye namandla ephrojekthi
Ukugunyazwa kwephrojekthi entsha: Eminyakeni yamuva nje, amaphrojekthi amasha anikezwe ngokuqhubekayo embonini ye-silicon yensimbi. Isibonelo, ngoNovemba 2023, iQiya Group yafaka ngempumelelo isigaba sokuqala sephrojekthi ye-polysilicon engamathani ayi-100,000, okumaka ukunqoba kwezigaba ekwakhiweni kwesixhumanisi esingaphezulu kochungechunge lwezimboni ezisekelwe ku-silicon. Ngaphezu kwalokho, izinkampani eziningi nazo zisabalalisa imboni ye-silicon yensimbi ukuze zandise isikali sokukhiqiza.
Ukuthuthukiswa kochungechunge lwezimboni: Enqubweni yokwakha uchungechunge lwemboni ye-silicon, ezinye izinkampani ezihamba phambili zigxila ekuxhumaniseni izimboni ezikhuphuka nomfula kanye nokuqinisa ukuxhumana phakathi kwamaketanga. Ngokuthuthukisa ukwabiwa kwezinsiza, ukuthuthukisa izinga lobuchwepheshe, ukuqinisa ukuthuthukiswa kwezimakethe nezinye izindlela, ukuthuthukiswa kochungechunge lokukhiqiza olukhuphuka nomfula lwemboni ye-silicon kwakhiwe ngempumelelo futhi kwakhiwa inhlanganisela yentuthuko eqinile.
3. Ukulawulwa kwenqubomgomo kanye nezidingo zokuvikela imvelo
Ukulawulwa kwenqubomgomo: Ukulawulwa kwenqubomgomo kahulumeni embonini ye-silicon yensimbi nakho kuyaqina njalo. Isibonelo, ukuze kuthuthukiswe ukuthuthukiswa kwamandla avuselelekayo, uhulumeni wethule uchungechunge lwezinqubomgomo zokusekela ukukhuthaza ukusetshenziswa nokukhuthazwa kwezinto ezintsha zamandla njenge-silicon yensimbi. Ngesikhathi esifanayo, iphinde ibeke phambili izidingo eziphakeme zokukhiqiza nokuvikelwa kwemvelo embonini ye-silicon yensimbi.
Izidingo zokuvikela imvelo: Ngokuthuthuka okuqhubekayo kokuqwashisa ngemvelo, imboni ye-silicon yensimbi nayo ibhekene nezidingo eziqinile zokuvikela imvelo. Amabhizinisi adinga ukuqinisa ukwakhiwa kwezindawo zokuvikela imvelo, athuthukise amandla okwelapha izinto ezingcolisayo njengamanzi angcolile negesi engcolile, futhi aqinisekise ukuthi amazinga okuvikela imvelo ayahlangatshezwana nawo ngesikhathi sokukhiqiza.
IV. Ikusasa Outlook
Ukukhula kwesidingo semakethe: Ngokuthuthuka komnotho womhlaba kanye nokuthuthuka kwesayensi nobuchwepheshe, isidingo semakethe ye-silicon yensimbi sizoqhubeka nokukhula. Ikakhulukazi embonini ye-semiconductor, imboni ye-metallurgical kanye nezinkambu zamandla elanga, i-silicon yensimbi inamathemba okusebenza abanzi.
Ukuqamba okusha kwezobuchwepheshe kanye nokuthuthukiswa kwezimboni: Ngokuzayo, imboni ye-silicon yensimbi izoqhubeka nokukhuthaza ukusungulwa kwezobuchwepheshe kanye nokuthuthukiswa kwezimboni. Ngokwethula ubuchwepheshe obuthuthukisiwe, ukuthuthukisa ukusebenza kahle kokukhiqiza, ukunciphisa izindleko zokukhiqiza nezinye izinyathelo, ikhwalithi nokuncintisana kwemikhiqizo ye-silicon yensimbi kuzothuthukiswa ngokuqhubekayo.
Ukuthuthukiswa kohlaza kanye nentuthuko esimeme: Esimweni sezidingo eziqinile zokuvikela imvelo, imboni ye-silicon yensimbi izonaka kakhulu ukuthuthukiswa kokuluhlaza kanye nentuthuko esimeme. Ngokuqinisa ukwakhiwa kwezindawo zokuvikela imvelo, ukukhuthaza amandla ahlanzekile, kanye nokwenza ngcono ukusetshenziswa kwezinsiza, uguquko oluluhlaza kanye nokuthuthukiswa okusimeme kwemboni ye-silicon yensimbi kuzofinyelelwa.
Kafushane, imboni ye-silicon yensimbi ibonise ukuthambekela okuhle kwentuthuko ekudingeni izimakethe, ukuthuthukiswa kwezimboni, ukulawulwa kwenqubomgomo kanye namathemba esikhathi esizayo. Ngokuthuthuka okuqhubekayo kobuchwepheshe kanye nokwanda okuqhubekayo kwemakethe, imboni ye-silicon yensimbi izoletha ithemba lentuthuko elibanzi.
Isikhathi sokuthumela: Oct-30-2024
