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ʻO ke kulekele aupuni o Kina no ka "hoʻonui ʻana i ka hana ʻana o ka lā," akā ke hoʻomau nei ka hoʻonui ʻana… Ke emi nei nā kumukūʻai metala silika honua.

Ke emi nei ka mākeke honua no ka metala silika. ʻO Kina, ka mea e pili ana i ka 70% o ka hana honua, ua lilo ia i kulekele aupuni e hoʻonui i ka hana ʻana o nā panela lā, a ke ulu nei ke koi no ka polysilicon a me ka silicon organik no nā panela, akā ʻoi aku ka hana ma mua o ka noi, no laila ʻaʻole hiki ke hoʻemi ʻia ke kumukūʻai a ma laila. ʻaʻole koi hou. Manaʻo ka poʻe kālepa e hoʻomau ka hoʻonui ʻana no kekahi manawa a paʻa paha nā kumukūʻai a emi iki paha.

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ʻO ke kumukūʻai kūʻai aku o ka metala silikona Kina, kahi pae honua, aia i kēia manawa ma kahi o $ 1,640 no ke tona no ka papa 553, i hoʻohana ʻia ma ke ʻano he mea hoʻohui no nā alumini alumini lua a me ka polysilicon, etc. Ua hāʻule ma kahi o 10% i loko o ʻekolu mahina ma kahi o $1,825 i Iune. ʻO ka papa 441, i hoʻohana ʻia i nā mea nui no ka polysilicon a me ka silika organik, i kēia manawa ma kahi o $1,685, ma kahi o 11% mai Iune. Wahi a ka hui kālepa metala non-ferrous ʻo Tac Trading (Hachioji, Tokyo, Iapana), ka hana ʻana o Kina metala silikai Ianuali-ʻAukake 2024 ma kahi o 3.22 miliona tons, ʻo ia hoʻi ma kahi o 4.8 miliona tons ma ka makahiki makahiki. Ua ʻōlelo ka luna o ka hui, ʻo Takashi Ueshima, "Ma muli o ka hana ʻana ma 2023 ma kahi o 3.91 miliona tons, ʻo ia paha ka piʻi nui o ka hana e hoʻonui i ka hana ʻana o nā panela solar, i manaʻo ʻia he kulekele aupuni." Manaʻo ʻia ka noi no 2024 he 1.8 miliona tons i kēlā me kēia makahiki no ka polysilicon no nā panela solar a me 1.25 miliona tons no ka silicon organik. Eia kekahi, ua manaʻo ʻia nā mea e hoʻokuʻu ʻia e 720,000 tons, a ʻo ka noi home no nā mea hoʻohui i nā alumini alumini lua e manaʻo ʻia ma kahi o 660,000 tons, no ka huina o 4.43 miliona mau tons. ʻO ka hopena, aia paha ka nui o ka hana ma lalo o 400,000 tons. I ka mahina o Iune, he 600,000-700,000 tons ka waihona waiwai, akā "ua piʻi paha ia i 700,000-800,000 tons i kēia manawa. ʻO ka piʻi ʻana o ka waihona waiwai ke kumu nui o ka mākeke lohi, a ʻaʻohe kumu e piʻi koke ai ka mākeke. "No ka loaʻa ʻana o ka pono ma ka honua me nā panela solar, he kulekele aupuni, makemake lākou e pale i ka nele o nā mea maka. E hoʻomau lākou i ka hana ʻana i ka polysilicon a me ka silicon metala ʻo ia kāna mea maka, "(Chairman Uejima). ʻO kekahi kumu i ka hāʻule ʻana o ke kumukūʻai, ʻo ia ka piʻi ʻana o nā ʻoihana ma Kina e hana ana i nā māka "553" a me "441," ʻo ia nā mea waiwai no ka polysilicon, ma muli o ka hoʻonui ʻana o ka hana ʻana o ka lā. E pili ana i ka neʻe ʻana o ke kumukūʻai i ka wā e hiki mai ana, wānana ʻo Pelekikena Uejima, "Ma waena o ka overproduction, ʻaʻohe kumu e hoʻonui ai, a e lōʻihi ka manawa e kaulike ai i ka lako a me ke koi. Hiki ke noho palahalaha a emi iki paha ka mākeke i Kepakemapa a me ʻOkakopa.