Yunnan's Power Restriction Policy Has Limited Impact on Industrial Silicon Production

๊ฒŒ์‹œ๋จ: Feb 22, 2023 15:11
While local aluminum enterprises have borne the blunt of the recent power rationing policy, industrial silicon enterprises so far have been unaffected.

According to the feedback from a number of industrial silicon enterprises and research institutions, while local aluminum enterprises have borne the blunt of the recent power rationing policy, industrial silicon enterprises so far have been unaffected. Even if the production restriction is to be imposed on industrial silicon enterprises who already started to halt or cut the production during the dry season, the influence on the output will be limited.

At present, most silicon enterprises in Yunnan have not received notice on power rationing, and it seems that the government does not plan to constrain the power usage of industrial silicon producers. It is certain that the production of industrial silicon enterprises will be smooth for the time being.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
ADC12 ๊ฐ€๊ฒฉ ์—ฐ์† ์ƒ์Šน, ์ˆ˜์ต ๊ฐœ์„  ๋ฐ ํ•œ๊ณ„ ์ˆ˜์š” ํšŒ๋ณต [์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ ์žฌ์ƒ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
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ADC12 ๊ฐ€๊ฒฉ ์—ฐ์† ์ƒ์Šน, ์ˆ˜์ต ๊ฐœ์„  ๋ฐ ํ•œ๊ณ„ ์ˆ˜์š” ํšŒ๋ณต [์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ ์žฌ์ƒ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
ADC12 ๊ฐ€๊ฒฉ ์—ฐ์† ์ƒ์Šน, ์ˆ˜์ต ๊ฐœ์„  ๋ฐ ํ•œ๊ณ„ ์ˆ˜์š” ํšŒ๋ณต [์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ ์žฌ์ƒ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
ADC12 ๊ฐ€๊ฒฉ ์—ฐ์† ์ƒ์Šน, ์ˆ˜์ต ๊ฐœ์„  ๋ฐ ํ•œ๊ณ„ ์ˆ˜์š” ํšŒ๋ณต [์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ ์žฌ์ƒ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
[์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: ADC12 ๊ฐ€๊ฒฉ ์—ฐ์ผ ์ƒ์Šน, ์ˆ˜์ต์„ฑ ๊ฐœ์„  ๋ฐ ์ˆ˜์š” ํšŒ๋ณต ์กฐ์ง] ์ด๋ฒˆ ์ฃผ ADC12 ์‹œ์žฅ ๊ฐ€๊ฒฉ์€ ์ƒ์Šน์„ธ๋ฅผ ์ด์–ด๊ฐ”๋‹ค. ๋ชฉ์š”์ผ ๊ธฐ์ค€ ์ฃผ๊ฐ„ ๋ˆ„์  350์œ„์•ˆ/ํ†ค ์ƒ์Šนํ•œ 24,300์œ„์•ˆ/ํ†ค์„ ๊ธฐ๋กํ–ˆ๋‹ค. ๋น„์šฉ ์ธก๋ฉด์—์„œ๋Š” ์ด๋ฒˆ ์ฃผ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ์ด ๊ฒฌ์กฐํ•œ ํ๋ฆ„์„ ๋ณด์ด๋ฉฐ ADC12 ์›์ž์žฌ์— ๋Œ€ํ•œ ๋น„์šฉ ์ง€์ง€๊ฐ€ ๋”์šฑ ๊ฐ•ํ™”๋˜์—ˆ๋‹ค. ๊ธฐ์—…๋“ค์˜ ๊ฐ€๊ฒฉ ์ธ์ƒ ์˜์ง€๊ฐ€ ๊ฐ•ํ•ด์ง€๋ฉด์„œ ํ˜„๋ฌผ ํ˜ธ๊ฐ€๋ฅผ ๋Œ์–ด์˜ฌ๋ ธ๋‹ค. ํ•ฉ๊ธˆ ์ž‰๊ณณ ์™„์ œํ’ˆ ๊ฐ€๊ฒฉ์ด ์ƒ์Šนํ•จ์— ๋”ฐ๋ผ...
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์ฃผ์š” ์ง€์—ญ ์‹ค๋ฆฌ์ฝ˜ ๋ฉ”ํƒˆ ์‚ฌํšŒ ์žฌ๊ณ , ์ „์ฃผ ๋Œ€๋น„ ์†Œํญ ๊ฐ์†Œ [SMM ์‹ค๋ฆฌ์ฝ˜ ์žฌ๊ณ ]
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์ฃผ์š” ์ง€์—ญ ์‹ค๋ฆฌ์ฝ˜ ๋ฉ”ํƒˆ ์‚ฌํšŒ ์žฌ๊ณ , ์ „์ฃผ ๋Œ€๋น„ ์†Œํญ ๊ฐ์†Œ [SMM ์‹ค๋ฆฌ์ฝ˜ ์žฌ๊ณ ]
๋” ๋ณด๊ธฐ
์ฃผ์š” ์ง€์—ญ ์‹ค๋ฆฌ์ฝ˜ ๋ฉ”ํƒˆ ์‚ฌํšŒ ์žฌ๊ณ , ์ „์ฃผ ๋Œ€๋น„ ์†Œํญ ๊ฐ์†Œ [SMM ์‹ค๋ฆฌ์ฝ˜ ์žฌ๊ณ ]
์ฃผ์š” ์ง€์—ญ ์‹ค๋ฆฌ์ฝ˜ ๋ฉ”ํƒˆ ์‚ฌํšŒ ์žฌ๊ณ , ์ „์ฃผ ๋Œ€๋น„ ์†Œํญ ๊ฐ์†Œ [SMM ์‹ค๋ฆฌ์ฝ˜ ์žฌ๊ณ ]
[SMM: ์ฃผ์š” ์ง€์—ญ ๊ธˆ์† ์‹ค๋ฆฌ์ฝ˜ ์‚ฌํšŒ ์žฌ๊ณ  ์ „์ฃผ ๋Œ€๋น„ ์†Œํญ ๊ฐ์†Œ] SMM ํ†ต๊ณ„์— ๋”ฐ๋ฅด๋ฉด 9์›” 3์ผ ์ฃผ์š” ์ง€์—ญ ๊ธˆ์† ์‹ค๋ฆฌ์ฝ˜ ์‚ฌํšŒ ์žฌ๊ณ ๋Š” ์ „์ฃผ ๋Œ€๋น„ 1,000ํ†ค ๊ฐ์†Œํ–ˆ๋‹ค.
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[SMM ํฌ๋กœ๋ฏธ์›€ ํ”Œ๋ž˜์‹œ] ๊ธ€๋กœ๋ฒŒ ๊ณต๊ธ‰ ๊ณผ์ž‰ ์œ„ํ—˜์ด ์ค‘๊ตญ ์ˆ˜์š”๋ฅผ ์••๋ฐ•ํ•˜๋ฉฐ ๋‚จ์•„ํ”„๋ฆฌ์นด๊ณตํ™”๊ตญ์˜ 7์›” ํŽ˜๋กœํฌ๋กฌ ์ˆ˜์ถœ์ด ์ „์›” ๋Œ€๋น„ 20.8% ๊ฐ์†Œ
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[SMM ํฌ๋กœ๋ฏธ์›€ ํ”Œ๋ž˜์‹œ] ๊ธ€๋กœ๋ฒŒ ๊ณต๊ธ‰ ๊ณผ์ž‰ ์œ„ํ—˜์ด ์ค‘๊ตญ ์ˆ˜์š”๋ฅผ ์••๋ฐ•ํ•˜๋ฉฐ ๋‚จ์•„ํ”„๋ฆฌ์นด๊ณตํ™”๊ตญ์˜ 7์›” ํŽ˜๋กœํฌ๋กฌ ์ˆ˜์ถœ์ด ์ „์›” ๋Œ€๋น„ 20.8% ๊ฐ์†Œ
๋” ๋ณด๊ธฐ
[SMM ํฌ๋กœ๋ฏธ์›€ ํ”Œ๋ž˜์‹œ] ๊ธ€๋กœ๋ฒŒ ๊ณต๊ธ‰ ๊ณผ์ž‰ ์œ„ํ—˜์ด ์ค‘๊ตญ ์ˆ˜์š”๋ฅผ ์••๋ฐ•ํ•˜๋ฉฐ ๋‚จ์•„ํ”„๋ฆฌ์นด๊ณตํ™”๊ตญ์˜ 7์›” ํŽ˜๋กœํฌ๋กฌ ์ˆ˜์ถœ์ด ์ „์›” ๋Œ€๋น„ 20.8% ๊ฐ์†Œ
[SMM ํฌ๋กœ๋ฏธ์›€ ํ”Œ๋ž˜์‹œ] ๊ธ€๋กœ๋ฒŒ ๊ณต๊ธ‰ ๊ณผ์ž‰ ์œ„ํ—˜์ด ์ค‘๊ตญ ์ˆ˜์š”๋ฅผ ์••๋ฐ•ํ•˜๋ฉฐ ๋‚จ์•„ํ”„๋ฆฌ์นด๊ณตํ™”๊ตญ์˜ 7์›” ํŽ˜๋กœํฌ๋กฌ ์ˆ˜์ถœ์ด ์ „์›” ๋Œ€๋น„ 20.8% ๊ฐ์†Œ
๋‚จ์•„ํ”„๋ฆฌ์นด๊ณตํ™”๊ตญ์˜ ๊ณ ํƒ„์†Œ ํŽ˜๋กœํฌ๋กฌ ์ˆ˜์ถœ์€ 2026๋…„ 7์›” 97,656ํ†ค์œผ๋กœ, 6์›” 123,310ํ†ค ๋Œ€๋น„ ์ „์›” ๋Œ€๋น„ 20.8% ๊ฐ์†Œํ–ˆ๋‹ค. ์ด๋Š” 6์›”์ด 5์›”๊ณผ ๋น„๊ตํ•ด ๋ณดํ•ฉ์„ ๋ณด์˜€๋˜ ๊ฒƒ๋ณด๋‹ค ๋” ๊ฐ€ํŒŒ๋ฅธ ์œ„์ถ•์ด๋‹ค. ์ตœ๋Œ€ ๋ชฉ์ ์ง€์ธ ์ค‘๊ตญํ–ฅ์€ 27.2% ์ค„์–ด 28,337ํ†ค์„ ๊ธฐ๋กํ–ˆ๋Š”๋ฐ, ์ด๋Š” 8์›” 11์ผ ๋ฐœํ‘œ๋œ ๋ฉ”๋ผํŽ˜ ๋ฆฌ์†Œ์‹œ์Šค์˜ ๋ฐ˜๊ธฐ ์‹ค์ ์—์„œ ์ค‘๊ตญ ๋‚ด ์ƒ์‚ฐ ์ฆ๊ฐ€์™€ ์Šคํ…Œ์ธ๋ฆฌ์Šค ์ˆ˜์š” ๋ถ€์ง„์œผ๋กœ 2026๋…„ ํ•˜๋ฐ˜๊ธฐ ํŽ˜๋กœํฌ๋กฌ ๊ณต๊ธ‰ ๊ณผ์ž‰ ๊ฐ€๋Šฅ์„ฑ์„ ๊ฒฝ๊ณ ํ•œ ๋‚ด์šฉ๊ณผ ๋งž๋ฌผ๋ฆฐ๋‹ค. ์ผ๋ณธ์€ ํ๋ฆ„์„ ๊ฑฐ์Šฌ๋Ÿฌ 31.8% ์ฆ๊ฐ€ํ•œ 23,716ํ†ค์œผ๋กœ ์ดํƒˆ๋ฆฌ์•„์™€ ํ•œ๊ตญ์„ ์ œ์น˜๊ณ  ๋‘ ๋ฒˆ์งธ๋กœ ํฐ ๋ชฉ์ ์ง€๋กœ ์˜ฌ๋ผ์„ฐ๊ณ , ๋ฏธ๊ตญ๋„ 29.0% ๋Š˜์–ด 11,415ํ†ค์„ ๊ธฐ๋กํ–ˆ๋‹ค. ์ด๋ฒˆ ์ „๋ฐ˜์  ๊ฐ์†Œ๋Š” ์ˆ˜์š”๋ฟ ์•„๋‹ˆ๋ผ ๊ณต๊ธ‰ ์ œ์•ฝ๋„ ๋ฐ˜์˜ํ•œ๋‹ค. ์›๋”์ฝฅ๊ณผ ๋ณด์Šคํ›… ์ œ๋ จ์†Œ๋Š” 62c/kWh ์—์Šค์ฝค ์ „๋ ฅ์š”๊ธˆ ํ•ฉ์˜๊ฐ€ ์ตœ์ข… ํ™•์ •๋œ ๋’ค์ธ 6์›” ๋ง์—์•ผ ์žฌ๊ฐ€๋™์„ ์‹œ์ž‘ํ•ด, 7์›”์€ ์‚ฌ์‹ค์ƒ ์ถ”๊ฐ€ ์ƒ์‚ฐ๋ถ„์ด ์ˆ˜์ถœ ์‹œ์žฅ์— ๋„๋‹ฌํ•  ์ˆ˜ ์žˆ์—ˆ๋˜ ์ฒซ ๋‹ฌ์ด์—ˆ๋‹ค
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