Business & Finance Careers & Employment

Polysilicon Suffering From "foreign Dependency Syndrome" Restricted Industry 2

Because the symptoms are similar, the villagers suspected that and started early in the construction of a polysilicon ground related to the project.

    Because people panic, Cheng Jiaoxiang government devoted to this research, the blame for the polysilicon plant in an accident.

    Overcapacity suspense

    Polysilicon production experience in addition to questions of environmental pollution, there is overcapacity in the debate.

    "The late 70s of last century, China has nearly 20 polysilicon manufacturers." China Nonferrous Metals Industry Association, told the silicon industry branch of the Secretary-General Lin Ruhai "China's economic and information" of journalists, was produced mainly for semiconductor integrated circuits silicon , rather than photovoltaic industry.

    However, the low level of technology, production costs are high, making reform and opening up 20 years, a number of polysilicon manufacturers defeated in the competition.

    After the year 2003, imports from abroad polysilicon, only 28 U.S. dollars / kg, while the cost of our polysilicon business as much as 45 U.S. dollars / kg.

    However, the continuous rise in international oil prices as a result of severe energy situation, the new resurgence of energy demand, the photovoltaic industry boom again, the raw material for the production of polycrystalline silicon solar cells due to short supply and "towards each other to heaven", the price from several dollars per kilogram way singing to more than 400 U.S. dollars.

    This situation makes competing in different parts of the project launched polysilicon, polysilicon project has naturally become the darling of the capital market?? Only a marginal and polysilicon, the share price will always ensure a high level.

    Open materials show that from 2007 onwards, listed companies in the field of investment in solar energy, 99% of the company's sights on polysilicon manufacturing.

    As of Feb. 2008, domestic companies invest a total of eight polysilicon project, total investment amounted to 5.439 billion yuan. Among them, the CSG A5000 tons, 6,000 tons of Jiangsu Daquan Group, Tong Wei Group 10,000 tons, 5,000 tons of Tianwei Yingli, Aisin 10,000 tons of silicon technology, Asia, 6,000 tons of silicon industry, Jiangsu Sunshine 4,500 tons ... ... The capacity of the planned project Big staggering.

    Followed by polysilicon, "said overcapacity" in the industry began to spread. "Over reported plans to build production capacity has now reached 112,000 tons, that is, the industry there is the tendency of excess capacity." Hong Gao Ling said.

    Polysilicon projects launched around the positive momentum has attracted national attention. In the August 2009 release of "2009 China Industrial Economic Operation Summer Report", Ministry of Industry and Information Technology directed at solar, wind and other emerging industries duplication, launched disorder and other issues.

    September late, "State Council approved Development and Reform Commission and other departments on the inhibition of overcapacity in some industries and duplication of a number of leading industry opinions and healthy development of notice" (the article 38) in excess production capacity of polysilicon determined.

    On the one hand is an obvious trend of excess capacity, while the other is importing large quantities of polysilicon. "Last year, the actual domestic production of about 20,000 tons, the actual output of only 1.8 million tons, can not meet each year more than 40,000 tons of domestic demand, there are more than 20,000 tons to be imported." Hong Gao Ling said.

    Many people think the industry, "excess capacity on the" take the letter are planning capacity, and far from actual output. The construction of the project with the polysilicon production technology cycle longer relevant, statistical capacity is not equivalent to actual production.

    On the other hand, due process and technical reasons, planning capacity may not be able to form the actual output.

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