Polysilicon: Polysilicon production rose slightly MoM in April thanks to new production lines.

๊ฒŒ์‹œ๋จ: May 10, 2024 14:31
์ถœ์ฒ˜: SMM
Polysilicon production in April was 181,200 mt (+5.8% MoM) in China, mainly thanks to capacity ramp-up of new production lines.

Polysilicon production in April was 181,200 mt (+5.8% MoM) in China, mainly thanks to capacity ramp-up of new production lines. In May, many polysilicon companies were shut down for maintenance, including some first-tier factories, affecting output of more than 5,000 mt. However, due to capacity ramp-up of Tongwei Baoshan and Daquan Inner Mongolia Phase 2, production in May may still increase, but the growth rate will slow down significantly.

๋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
[Solar: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, 220MW ์†Œ๋‚˜๊ฐ€์ง€ ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ํ”„๋กœ์ ํŠธ ์ž…์ฐฐ ๊ณต๊ณ ]
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[Solar: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, 220MW ์†Œ๋‚˜๊ฐ€์ง€ ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ํ”„๋กœ์ ํŠธ ์ž…์ฐฐ ๊ณต๊ณ ]
๋” ๋ณด๊ธฐ
[Solar: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, 220MW ์†Œ๋‚˜๊ฐ€์ง€ ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ํ”„๋กœ์ ํŠธ ์ž…์ฐฐ ๊ณต๊ณ ]
[Solar: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, 220MW ์†Œ๋‚˜๊ฐ€์ง€ ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ํ”„๋กœ์ ํŠธ ์ž…์ฐฐ ๊ณต๊ณ ]
๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ ๊ตญ์˜ ์ „๋ ฅ ์ƒ์‚ฐ(State-owned Electricity Generation Bangladesh)์ด ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ ๋‚จ๋™๋ถ€ ํŽ˜๋‹ˆ ์ง€๊ตฌ์˜ 220MW ์†Œ๋‚˜๊ฐ€์ง€ ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์„ค๊ณ„, ๊ณต๊ธ‰, ์„ค์น˜, ์‹œํ—˜ ๋ฐ ์‹œ์šด์ „์„ ์œ„ํ•œ ์ž…์ฐฐ์„ ๊ณต๊ณ ํ–ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” ์ด์Šฌ๋žŒ๊ฐœ๋ฐœ์€ํ–‰์˜ ์ง€์›์„ ๋ฐ›์•„ ์ง€๋‚œํ•ด 12์›” ์Šน์ธ๋˜์—ˆ๋‹ค. ์„ ์ •๋œ ๊ฐœ๋ฐœ์‚ฌ๋Š” 18๊ฐœ์›” ๋‚ด์— ๊ฑด์„ค์„ ์™„๋ฃŒํ•ด์•ผ ํ•˜๋ฉฐ, ์ž…์ฐฐ ๋งˆ๊ฐ์ผ์€ 9์›” 15์ผ, ์ž…์ฐฐ ๋ณด์ฆ๊ธˆ์€ 3์–ต 1์ฒœ๋งŒ ํƒ€์นด(์•ฝ 250๋งŒ ๋‹ฌ๋Ÿฌ)์ด๋‹ค. IRENA ๋ฐ์ดํ„ฐ์— ๋”ฐ๋ฅด๋ฉด ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ์˜ ํƒœ์–‘๊ด‘ ์„ค๋น„์šฉ๋Ÿ‰์€ ์ž‘๋…„ ๋ง ๊ธฐ์ค€ 1.146GW๋กœ, ์ „๋…„ ๋Œ€๋น„ 300MW ์ฆ๊ฐ€ํ–ˆ๋‹ค.
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[ํƒœ์–‘๊ด‘: ์ฝœ๋กฌ๋น„์•„, ์ฒญ์ •์—๋„ˆ์ง€ ๊ฒฝ๋งค ๋‘˜์งธ ๋‚  ํƒœ์–‘๊ด‘ 725MW ๋‚™์ฐฐ]
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[ํƒœ์–‘๊ด‘: ์ฝœ๋กฌ๋น„์•„, ์ฒญ์ •์—๋„ˆ์ง€ ๊ฒฝ๋งค ๋‘˜์งธ ๋‚  ํƒœ์–‘๊ด‘ 725MW ๋‚™์ฐฐ]
๋” ๋ณด๊ธฐ
[ํƒœ์–‘๊ด‘: ์ฝœ๋กฌ๋น„์•„, ์ฒญ์ •์—๋„ˆ์ง€ ๊ฒฝ๋งค ๋‘˜์งธ ๋‚  ํƒœ์–‘๊ด‘ 725MW ๋‚™์ฐฐ]
[ํƒœ์–‘๊ด‘: ์ฝœ๋กฌ๋น„์•„, ์ฒญ์ •์—๋„ˆ์ง€ ๊ฒฝ๋งค ๋‘˜์งธ ๋‚  ํƒœ์–‘๊ด‘ 725MW ๋‚™์ฐฐ]
์ฝœ๋กฌ๋น„์•„ ๊ด‘์—…์—๋„ˆ์ง€๋ถ€๋Š” ์ฒญ์ •์—๋„ˆ์ง€ ์กฐ๋‹ฌ ๊ฒฝ๋งค ๋‘˜์งธ ๋‚ ์— 725MW ๊ทœ๋ชจ์˜ ์‹ ๊ทœ ํƒœ์–‘๊ด‘ ๋ฐœ์ „์†Œ ์šฉ๋Ÿ‰์„ ๋‚™์ฐฐํ–ˆ๋‹ค. ๋ฐœ์ „๋œ ์ „๋ ฅ์€ ์žฅ๊ธฐ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ํ†ตํ•ด 80๋งŒ ์ฝœ๋กฌ๋น„์•„ ๊ฐ€๊ตฌ ์ด์ƒ์˜ ์†Œ๋น„๋Ÿ‰์— ํ•ด๋‹นํ•˜๋Š” ์ „๋ ฅ์„ ๊ณต๊ธ‰ํ•  ์˜ˆ์ •์ด๋‹ค. ๊ฒฝ๋งค ์ฒซ์งธ ๋‚ ์—๋Š” 100MW ๋ฐฐํ„ฐ๋ฆฌ ์ €์žฅ ์„ค๋น„์™€ ์—ฐ๊ณ„๋œ 270MW ํƒœ์–‘๊ด‘์ด kWh๋‹น COP 315.87์˜ ์ตœ์ข… ๊ฐ€๊ฒฉ์— ๋‚™์ฐฐ๋˜์—ˆ๋‹ค. ์–‘์ผ๊ฐ„์˜ ๋‚™์ฐฐ ์šฉ๋Ÿ‰์€ ์ฝœ๋กฌ๋น„์•„ ๊ทœ์ œ ์ˆ˜์š”์˜ ์•ฝ 3%์— ํ•ด๋‹นํ•˜๋ฉฐ, 15๋…„ ๊ณ„์•ฝ๊ณผ ๊ณต๊ธ‰ ์˜๋ฌด๋Š” 2030๋…„๋ถ€ํ„ฐ ์‹œ์ž‘๋  ์˜ˆ์ •์ด๋‹ค. ๋‘˜์งธ ๋‚  ๋‚™์ฐฐ๋œ 725MW์— ๋Œ€ํ•œ ๊ฐ€๊ฒฉ, ๊ณ„์•ฝ ์ผ์ผ ์—๋„ˆ์ง€๋Ÿ‰, ์œ„์น˜, ์‚ฌ์—…์ž ๋“ฑ ์„ธ๋ถ€ ๋‚ด์šฉ์€ ์•„์ง ๊ณต๊ฐœ๋˜์ง€ ์•Š์•˜๋‹ค.
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[์†”๋ผ: TCL Solar, ํ˜ธ์ฃผ 720MWp ํƒœ์–‘๊ด‘-์ €์žฅ ํ”„๋กœ์ ํŠธ์— BC ๋ชจ๋“ˆ ๊ณต๊ธ‰]
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[์†”๋ผ: TCL Solar, ํ˜ธ์ฃผ 720MWp ํƒœ์–‘๊ด‘-์ €์žฅ ํ”„๋กœ์ ํŠธ์— BC ๋ชจ๋“ˆ ๊ณต๊ธ‰]
๋” ๋ณด๊ธฐ
[์†”๋ผ: TCL Solar, ํ˜ธ์ฃผ 720MWp ํƒœ์–‘๊ด‘-์ €์žฅ ํ”„๋กœ์ ํŠธ์— BC ๋ชจ๋“ˆ ๊ณต๊ธ‰]
[์†”๋ผ: TCL Solar, ํ˜ธ์ฃผ 720MWp ํƒœ์–‘๊ด‘-์ €์žฅ ํ”„๋กœ์ ํŠธ์— BC ๋ชจ๋“ˆ ๊ณต๊ธ‰]
TCL Technology์˜ ์žํšŒ์‚ฌ TCL Solar๊ฐ€ ํ˜ธ์ฃผ ์ค‘๋ถ€ ํ€ธ์ฆ๋žœ๋“œ์˜ Smoky Creek ๋ฐ Guthrieโ€™s Gap ํƒœ์–‘๊ด‘ยท๋ฐฐํ„ฐ๋ฆฌ ํ”„๋กœ์ ํŠธ์— PV ๋ชจ๋“ˆ์„ ๊ณต๊ธ‰ํ•  ์—…์ฒด๋กœ ์„ ์ •๋˜์—ˆ๋‹ค. Edify Energy๊ฐ€ ๊ฐœ๋ฐœํ•œ ์ธ์ ‘ํ•œ ๋‘ ํ”„๋กœ์ ํŠธ๋Š” ์ด 600MW์˜ ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ์šฉ๋Ÿ‰(๋ชจ๋“ˆ ๊ธฐ์ค€ 720MWp)๊ณผ 600MW/2,400MWh์˜ DC ๊ฒฐํ•ฉ ๋ฐฐํ„ฐ๋ฆฌ ์ €์žฅ ์žฅ์น˜๋ฅผ ํฌํ•จํ•œ๋‹ค. TCL์€ ์ด ํ”„๋กœ์ ํŠธ๊ฐ€ ๋ฐฑ์ปจํƒํŠธ ๋ชจ๋“ˆ ๊ธฐ์ˆ ์„ ์ ์šฉํ•œ ์„ธ๊ณ„ ์ตœ๋Œ€ ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ๊ฐ€ ๋  ๊ฒƒ์ด๋ฉฐ, ๋ชจ๋“ˆ ํšจ์œจ์€ ์ตœ๋Œ€ 24.2%์— ๋‹ฌํ•˜๊ณ  30๋…„ ์„ฑ๋Šฅ ๋ณด์ฆ๊ณผ 15๋…„ ์ œํ’ˆ ๋ณด์ฆ์„ ์ œ๊ณตํ•œ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ๋ชจ๋“ˆ ์„ค์น˜๋Š” ๋‚ด๋…„ ์ดˆ ์‹œ์ž‘๋  ์˜ˆ์ •์ด๋ฉฐ, ๋‚ฉํ’ˆ ๋ฐ ์šด์˜์€ 2028๋…„์„ ๋ชฉํ‘œ๋กœ ํ•œ๋‹ค. ์šด์˜์ด ์‹œ์ž‘๋˜๋ฉด ์—ฐ๊ฐ„ ์•ฝ 1.6TWh์˜ ์ „๋ ฅ์„ ์ƒ์‚ฐํ•˜๋ฉฐ, Rio Tinto์™€์˜ ์žฅ๊ธฐ ์ „๋ ฅ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ๋’ท๋ฐ›์นจํ•  ์ „๋ง์ด๋‹ค.
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