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行业动态

硅业分会:对多晶硅行业误区的再认识

发布时间:2020年03月25日    

WEIGUANCHELUOSHIDANGZHONGYANG、GUOWUYUANJUECEBUSHU,TONGCHOUYIQINGFANGKONGYUJINGJISHEHUIFAZHAN,ZHICHIQIYEFUGONGFUCHAN、GONGDUNANGUAN,GUOJIAFAGAIWEIYU2YUE22RICHUTAILE《GUANYUJIEDUANXINGJIANGDIQIYEYONGDIANCHENGBENZHICHIQIYEFUGONGFUCHANDETONGZHI(FAGAIJIAGE【2020】258HAO)》,QIZHONGMINGQUECICIJIANGDIANJIAFANWEIWEICHUGAOHAONENGXINGYEYONGHUWAIDE,XIANZHIXINGYIBANGONGSHANGYEJIQITADIANJIA、DAGONGYEDIANJIADEDIANLIYONGHU。ZI2020NIAN2YUE1RIQIZHI6YUE30RIZHI,DIANWANGQIYEZAIJISHOUSHANGSHUDIANLIYONGHU(HANYICANYUSHICHANGJIAOYIYONGHU)DIANFEISHI,TONGYIANYUANDAOHUDIANJIASHUIPINGDE95%JIESUAN。

DANBUFENDUOJINGGUIQIYEZAISHENQINGXIANGSHOUCICIDIANJIAYOUHUIZHENGCESHI,DEDAODEFANKUIQUESHIBADUOJINGGUIXINGYEPAICHUZAIZHENGCEHUIJIFANWEIZHIWAI,ZHUYAOYIJUHAISHIGUOJIAFAGAIWEISHINIANQIANWEILEYIZHIGAOHAONENGQIYEMANGMUFAZHAN,FABUDE《GUANYUQINGLIDUIGAOHAONENGQIYEYOUHUIDIANJIADENGWENTIDETONGZHI(FAGAIJIAGE〔2010〕978HAO)》ZHONGYIGEZHUSHIXINGDEJIESHI,JIANGDUOJINGGUIBAOKUOZAIGAOHAONENGXINGYEZHONG,BINGBEIGUOJIAYOUGUANBUMENYANYONGZHIJIN(YUANWEN:GESHENG(QU、SHI)JIAGEZHUGUANBUMENYAOHUITONGDIANLIJIANGUANDENGBUMENDUIGUOJIADIANJIAZHENGCEZHIXINGQINGKUANGJINXINGZICHAZIJIU。FANSHIZIXINGDUIGAOHAONENGQIYE(BAOKUODUOJINGGUI)SHIXINGDIANJIAYOUHUI,HUOWEIJINGPIZHUNYIDIANLIYONGHUYUFADIANQIYEZHIJIEJIAOYI、SHUANGBIANJIAOYIDENGMINGYIBIANXIANGDUIGAOHAONENGQIYESHIXINGYOUHUIDIANJIADE,YAOLIJITINGZHIZHIXING。GEDIYAOJIANGZICHAZIJIUQINGKUANGYU6YUE10RIQIANSHANGBAOGUOJIAFAZHANGAIGEWEI、GUOJIADIANJIANHUIHEGUOJIANENGYUANJU。)。ZHEIDUIYUZAIXINGUANFEIYANYIQINGQIJIAN,YUANLIAOGONGYING、CHANPINXIAOSHOU、YUNXINGCHENGBEN、ZIJINYUNZHUANDENGDENGFANGMIANJUNSHOUDAOZHONGDAYINGXIANGDEDUOJINGGUIXINGYELAISHUO,WUYIYUXUESHANGJIASHUANG。

WOGUODUOJINGGUIXINGYECONG2005NIANFAZHANZHIJIN,YIBUBUDAPOGUOWAIJISHUFENGSUO、KUAYUEGUOWAIQINGXIAOZUAI、QIYEGUIMOJISHENQUANQIUYIXIAN、SHICHANGFENEYUEJUQUANQIUDIYI、JIANGBENZENGXIAOJISHUTUFEIMENGJIN,SHIWUNIANLAIQUDEDEJUDACHENGJI,WEIZHENGGEGUANGFUCHANYEDEGAOSUFAZHANZUOCHULEZHONGYAOGONGXIAN,SHIZHICHENGWOGUOGUANGFUCHANYEZAIQUANSHIJIEQUDEYOUSHIDIWEIDEZHONGYAOJICHU,QIZHUOZHUGONGXUNBUKEMOMIE!TONGSHI,DIANZIJIDUOJINGGUIZUOWEIGAOCHUNDUDENGJIDEDUOJINGGUICHANPIN,ZUOWEIGUIPIANJIXINPIANDENGSHENGCHANDEYUANCAILIAO,SHIJICHENGDIANLUCHANYEDEHEXINGUANJIANJICHUYUANLIAO,BEIGUANGFANYINGYONGYURENGONGZHINENG、ZIDONGKONGZHI、XINXICHULIDENGLINGYU,SHIGUOJIAZHICHIDALIFAZHANDECHANYE。DANSHIZHIJINRI,WOGUODUOJINGGUIXINGYEQUERENGDAIZHEZHEIDINGBUHESHIDE“GAOHAONENG”MAOZI,DUOJINGGUIQIYEZAIRICHANGDEHUANBAODUCHA、XIANGMUSHENPI、SHANGSHIRONGZI、YINXINGDAIKUANDENGZHUDUOFANGMIANYINWEIBEIDINGXINGWEIGAOHAONENG、GAOWURANXINGYEERLVLVZAOSHOUBUGONGPINGDAIYU,GUOJIALIHAOZHENGCEGENGSHIYUQIWUGUAN。WEIQUEBAOWOGUODUOJINGGUIXINGYEDESHENGCUNJINGYINGHUANJINGJIANKANGWENDING,ZHONGGUOYOUSEJINSHUGONGYEXIEHUIGUIYEFENHUITECIWEIDUOJINGGUIXINGYE“GAOHAONENG”DEWUJIEZHENGMING!

一、多晶硅是清洁能源的载能者,而非高能耗的替罪羊

GUANYUDUOJINGGUIXINGYEGAOHAONENGDESHUOFA,ZHUYAOYUANYUGUONEIDUOJINGGUICHANYEJIANSHECHUQI,SHOUZHIYUGUOWAIDUOJINGGUIJISHUFENGSUO,ZONGHESHENGCHANNENGHAOZAI350DU/kgZUOYOU,YOUYUZHEIYIBUCHENGSHUDEJISHUZHIBIAO,DUOJINGGUIXINGYEZEBEIZHANGQIDAISHANGLE“GAOHAONENG”DEMAOZI。DANSHI,GUONEIDUOJINGGUIQIYEZAIKUNJINGZHONGGONGJIANKENAN,TONGGUOGEZHONGTUJINGJIENENGJIANGHAO、JIANGBENZENGXIAO,XINGYEJISHUJINGJIZHIBIAOBUDUANTISHENG。ZONGHEDIANHAOYICONG2007NIANDE350kWh/kgJIANGDIDAO2019NIANDE70kWh/kgYIXIA,JIANGFUDADAO80.0%,XIANJINQIYEDEDUOJINGGUISHENGCHANZONGHEDIANHAOYIDADAO65kWh/kgYIXIA。SUIZHEXIANYOUGONGYIDEJINYIBUYOUHUA,GAILIANGXIMENZIFAQUANLIUCHENGDEZONGHEDIANHAOHEZONGHENENGHAORENGYOUXIAJIANGKONGJIAN。GENGZHONGYAODESHI,DUOJINGGUISHENGCHANSHUYUZHENGGEDUOJINGGUIGUANGFUFADIANCHANYELIANDEYIBUFEN,WANZHENGDUOJINGGUIGUANGFUFADIANCHANYELIANSHISHUYUGAOZAINENGTIXI,QIZHONGGUANGFUFADIANHUANJIESHIKEZAISHENGNENGYUANDEZHONGYAOZUCHENGBUFEN,ERDUOJINGGUIZUOWEITAIYANGNENGGUANGFUDIANCHIDEZHUYAOYUANLIAO,ZAIZHENGGESHENGMINGZHOUQINEIBUJINKEYISHIFANGBENSHENXIAOHAONENGYUANSHUSHIBEIDEZAISHENGXINNENGYUAN,TONGSHIKECHUANGZAOLIXIANGDEZONGHEJINGJIXIAOYIHESHEHUIXIAOYI。

CONGNENGYUANXIAOHAOJIAODUKAN,YIYUANLIAOGUISHIWEIQIDIAN,DAOZHICHENGJINGTIGUIGUANGFUFADIANXITONG,QUANBUNENGLIANGXIAOHAOWEI1.04kWh/Wp(GENJUGUOJIAGONGXINBUFABUDE《GUANGFUZHIZAOXINGYEGUIFANTIAOJIAN(2018NIANBEN)》ZHONGNENGHAOZHIBIAOYAOQIUJISUANSUODE),QIZHONGCONGGONGYEGUIDAOGAOCHUNDUOJINGGUILIAOZHEIYIGUOCHENGHAODIANLIANGZUIDA,WEI0.43kWh/Wp,ZHANZHENGGEGUOCHENGHAODIANLIANGDE41.4%,QIYUGUOCHENGHAODIANLIANGFENBIEWEI:“GUISHI——GONGYEGUI”HAODIAN0.073kWh/Wp,ZHANBIWEI7.0%;“DUOJINGGUI——ZHUDING”HAODIAN0.03kWh/Wp,ZHANBIWEI2.9%;“ZHUDING——GUIPIAN”HAODIAN0.1kWh/Wp,ZHANBIWEI9.6%;“DUOJINGGUIPIAN——DUOJINGGUIGUANGFUDIANCHI”HAODIAN0.09kWh/Wp,ZHANBIWEI8.7%;“GUANGFUDIANCHI——GUANGFUZUJIAN”HAODIAN0.06kWh/Wp(HANFENGZHUANGCAILIAOGANGHUABOLI、EVA、TPTDENGSHENGCHANNENGHAO),ZHANBIWEI5.8%;“GUANGFUZUJIAN——GUANGFUFADIANXITONG”HAODIAN0.24kWh/Wp(HANBINGWANGKONGZHINIBIANQI、DIANLAN、KAIGUAN、ZHIJIA、YIBIAODENGSHENGCHANNENGHAO),ZHANBIWEI23.1%。

CONGNENGYUANHUISHOUJIAODUKAN,ZHONGGUOXIBUDETAIYANGNENGZIYUANFENGFU,GUANGFUFADIANPINGJUNLIYONGXIAOSHISHUJIAOGAODEDIQUZHONG,MENGXI1617XIAOSHI、MENGDONG1523XIAOSHI、QINGHAI1460XIAOSHI、SICHUAN1439XIAOSHI,DONGBUCHAYIXIE,YUEWEI1000XIAOSHI,GUOJIANENGYUANJUGONGBUDE2018NIANQUANGUOPINGJUNLIYONGXIAOSHISHUWEI1115XIAOSHI,JIMEIWATAIYANGDIANCHIYINIANKEYIFADIAN1.12kWh。YOUDUOJINGGUIGUANGFUFADIANCHANYELIANQUANBUNENGLIANGXIAOHAOWEI1.04kWh/WpKEZHI,GUANGFUFADIANDENENGLIANGHUISHOUQIWEI0.93NIAN。

YINCI,GUANGFUDIANZHANANZHUANGWANBIXIAOHAODEDIANLIANGZAIYINIANNEIHUISHOU,ERMUQIANGUONEISHENGCHANDETAIYANGNENGZUJIANDEHELISHIYONGSHOUMING25NIAN,SUIHOU24NIANDESHIJIANBIANSHICHUNFADIAN,JINGUANZHIHOUFADIANXIAOLVHUISHUAIJIANDAO80%,QUERENGRANKEYICHIXUSHIYONGZHI30NIANSHENZHIGENGJIU,GUANGFUXITONGZAISHOUMINGNIANXIANNEIDEJINGZAINENGSHI32.6 kWh/W,SHIXITONGXIAOHAONENGLIANGDE31BEIZHIDUO。LINGYIFANGMIAN,SUIZHETAIYANGJIGUICAILIAONENGHAOZHUNIANXIAJIANG,GUANGFUDIANCHIXIAOLVJIXUTIGAO,JIPIANJIXUJIANBO,DUOJINGGUIGUANGFUFADIANXITONGDENENGLIANGHUISHOUQIJIANGJIXUSUODUAN。ANZHAOCESUANJIEGUO,WANQUANKEYISHIXIANGUANGFUFADIANDUICHUANTONGNENGYUANDETIDAIZUOYONG,SHIXIANLIANGXINGDE、KECHIXUDETAIYANGNENGGUANGFUFADIANCHANYE。YINCI,CONGZHANGQILAIKAN,DUOJINGGUISHIQINGJIENENGYUANDEZAINENGZHE,FEIGAONENGHAODETIZUIYANG。

二、高耗能定义并无量化指标

GUOJIATONGJIJUZAI《2010NIANGUOMINJINGJIHESHEHUIFAZHANTONGJIGONGBAO》ZHONGSHOUCIYIZHUSHIDEXINGSHIBIAOZHU“LIUDAGAOHAONENGXINGYEFENBIEWEI:HUAXUEYUANLIAOJIHUAXUEZHIPINZHIZAOYE、FEIJINSHUKUANGWUZHIPINYE、HEISEJINSHUYELIANJIYAYANJIAGONGYE、YOUSEJINSHUYELIANJIYAYANJIAGONGYE、SHIYOUJIAGONGLIANJIAOJIHERANLIAOJIAGONGYE、DIANLIRELIDESHENGCHANHEGONGYINGYE”。ZHONGHUARENMINGONGHEGUO2017NIANGUOMINJINGJIHESHEHUIFAZHANTONGJIGONGBAOZHONGTONGYANGBIAOZHULIUDAGAOHAONENGXINGYEBAOKUOSHIYOUJIAGONG、LIANJIAOHEHERANLIAOJIAGONGYE,HUAXUEYUANLIAOHEHUAXUEZHIPINZHIZAOYE,FEIJINSHUKUANGWUZHIPINYE,HEISEJINSHUYELIANHEYAYANJIAGONGYE,YOUSEJINSHUYELIANHEYAYANJIAGONGYE,DIANLI、RELISHENGCHANHEGONGYINGYE。DUIYUGAOHAONENGXINGYEDEDINGYI,SHINIANJIANRENGJINJIANDANDIGAIKUOWEILIUDAXINGYE,MEIYOUJINXINGDIAOZHENG,QIEYIZHIWEINENGDUIGAOHAONENGXINGYEZUOJINYIBUDEZHUNQUEJIESHIHUOFANWEIHUAFEN。

三、多晶硅属于国家鼓励类行业

GUOJIAFAGAIWEI2019NIAN10YUE30RIFABUDE《CHANYEJIEGOUDIAOZHENGZHIDAOMULU(2019NIANBEN)》ZHONGMINGQUEXIANSHI,GULILEIDIERSHIBAXIANGXINXICHANYEFENLEIZHONGDI51TIAO(60YE)ZHONG,BAOKUOXIANJINDEGELEITAIYANGNENGGUANGFUDIANCHIJIGAOCHUNJINGTIGUICAILIAO(DUOJINGGUIDEZONGHEDIANHAODIYU65kWh/kg)。YINCI,DUOJINGGUIXINGYEGUISHUYINGZAIDIYILEIGULILEIDIERSHIBAXIANG“XINXICHANYE”ZHONGXIANJINDEGELEITAIYANGNENGGUANGFUDIANCHIJIGAOCHUNJINGTIGUICAILIAO,BUSHUYU《ZHONGHUARENMINGONGHEGUO2017NIANGUOMINJINGJIHESHEHUIFAZHANTONGJIGONGBAO》ZHUSHIDI22TIAOMINGQUEDELIUDAGAOHAONENGXINGYE(SHIYOUJIAGONG、LIANJIAOHEHERANLIAOJIAGONGYE,HUAXUEYUANLIAOHEHUAXUEZHIPINZHIZAOYE,FEIJINSHUKUANGWUZHIPINYE,HEISEJINSHUYELIANHEYAYANJIAGONGYE,YOUSEJINSHUYELIANHEYAYANJIAGONGYE,DIANLI、RELISHENGCHANHEGONGYINGYE)。

四、建议

1、XIWANGYOUGUANBUMENDUIGAOHAONENGXINGYEZHONGXINJINXINGLIANGHUAZHIBIAODINGYI。MUQIAN,GUOJIADUIGAOHAONENGXINGYEDEJIEDING,ZHUYAOHAISHIYIJUGUOJIATONGJIJUZAI《2010NIANGUOMINJINGJIHESHEHUIFAZHANTONGJIGONGBAO》ZHONGYIZHUSHIDEXINGSHIJIYUDEDINGXINGBIAOZHU,SHINIANQIJIANBINGWURENHEXIHUAGENGXIN。DANSHI,WOGUODUOJINGGUICHANYEWULUNZAIGUIMO、CHENGBEN,HAISHIJISHUSHUIPINGDENGFANGMIAN,DOUYIJINGSHIXIANLEFEIYUESHIFAZHAN,SHINIANQIANDECUFANGSHIDINGYIYIJINGBUFUHEMUQIANDEFAZHANXIANZHUANG。KENQINGGUOJIAYOUGUANBUMENNENGGOUZHONGXINDINGYIGAOHAONENGXINGYE,BINGJUTILIANGHUAZHIBIAO,WEIDUIWOGUOZUIJUFAZHANQIANJINGDEDUOJINGGUIXINGYEJINGZHUNSHICETIGONGBIYAODEZHICHENG。

2、ZAIGAOHAONENGXINGYEDELIANGHUAZHIBIAOCHUTAIZHIQIAN,XIWANGGUOJIAYOUGUANBUMENZAIJINHOUDEGUANLIGUOCHENGZHONG,BUYAOJINJINGENJUGB/T4754—2017《GUOMINJINGJIXINGYEFENLEI》ZHONGDEDALEILAIJINXINGXINGZHENGSHICE。SHIJISHANG,GB/T4754—2017《GUOMINJINGJIXINGYEFENLEI》GUOJIABIAOZHUNDALEIZHONGBINGWEIJIANGDUOJINGGUIDANDULIEMING,ERSHIFENWEISANGEXIAOLEI,FENBIELIESHUYUDIANZIZHUANYONGCAILIAOZHIZAO、QITAFEIJINSHUKUANGWUZHIPINZHIZAO、GUIYELIAN,QIECIZHONGFENLEIDEZHUNQUEXINGYEYOUDAISHANGQUE,JIANYIDAIYOUGUANBUMENZHONGXINXIUDINGGUOMINJINGJIFENLEIHOU,ZHENGFUBUMENANZHAOXIAOLEILAIZHIDINGXIANGGUANCHANYENENGHAOZHIBIAOZHENGCE,CHANYEYUZHENGCEXIANGDUIYING,CAINENGFUHEXINSHIDAIFAZHANYAOQIU。


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