"Daily News"reporter learned from the photovoltaic business office, with the current increasing demand for polysilicon, including photovoltaic enterprises, including many companies are more concerned about the upstream market, overweight polysilicon production. China's PV market of raw materials, the market, "two out"pattern, may be beginning to break from the raw materials market.
November imports of high
November 2010 China's import volume is 6,153 tons of polysilicon, the first 11 months of total imports of 41,898 tons. November record a new record imports, an increase of 159.8%, growth of 45%.
This is the recent disclosure of the November China Customs import polysilicon part of the data.
"Substantial increase in imports, and this year the hot PV market have a greater relationship." Senior researcher Li Sheng-mao in the investment adviser to the "Daily Economic News" the reporter said, "while this is a normal situation."
"In theory, the increase in imports of polysilicon, a part of the cost of photovoltaic enterprises is the pressure on." PV companies for a famous person, said in an interview. However, in his view, the current terms of production technology for polysilicon, some domestic enterprises have reached the international advanced level, but the capacity and current demand is not proportional.
Limit the reasons for the development of many of polysilicon. First, the polysilicon is a capital, technology, personnel-intensive industries, relative to other industries, the threshold is higher. Second, the polysilicon enterprises are the chemical industry, plant construction, commissioning, production, production and other processes of a longer cycle, and some even take 2 to 3 years. Therefore, in accordance with the current domestic demand for polysilicon, a short time for less than the demand of the situation is not very good relief.
Overweight polysilicon
Increase investment in polysilicon, can change the "two out" the embarrassment? "In theory should be able to, most recently a lot of companies are investing in this sector. But the domestic photovoltaic business is still very reasonable, after all, is relatively high threshold for the industry." The PV business people said.
Currently, many companies are expanding internationally polysilicon production lines, if domestic launched polysilicon supply and demand balance will gradually. Meanwhile, some small domestic manufacturers rely on polysilicon needs of the current hot market, selling prices relatively high polysilicon products. If you tend to balance supply and demand, these small plants will be difficult to survive.
Deputy General Manager in Jiangsu Lv Jinbiao seems to domestic enterprises from foreign imports of large photovoltaic polysilicon, as are the long single, relatively stable or even lower than domestic some small factories.
Recently, the British subsidiary of Swiss energy group Zhejiang Yuhui Light Energy Co., Ltd. announced the construction of photovoltaic industry base in Sichuan Province, plans to invest 23.5 billion, 5 years, and supporting new polysilicon projects. Bosideng clothing enterprises are also this month announced its entry into the field of solar photovoltaic, and partners to invest 60 million yuan to build an annual output of 6,000 tons of high purity silicon projects.
