In recent years, the increase in domestic investment boom in polysilicon industry, the extent of the expansion velocity. However, the current survey were part of the photovoltaic industry, today in this industry is a virtual over-capacity, product quality and instability, the high cost of the three in the embarrassing situation, caught in the dilemma of big but not strong.
The completion of the inadequate production overcapacity Products
Reporter study found that since the second A1175,apple MacBook Pro 15 inch battery， apple PowerBook G4 12 inch battery， apple PowerBook G4 15 inch batteryhalf of 2006, domestic investment in the gradual warming of the polysilicon, as far as it has built the capacity of nearly 5 million tons. However, to the hard drive through the conclusion of production, high costs and product quality to achieve, but the difficult build polysilicon production and skilled is a big difference to the whole industry a “virtual overcapacity.”
Study found that journalists, China has announced that 1,000 tons of polysilicon production above the level of large-scale projects are: Jiangsu capacity to 18,000 tonnes, 5,000 tonnes of production capacity, LDK, Luoyang Sino-silicon production capacity of 3,000 tonnes, 1,000 tonnes of Qinghai Asian Silicon industry production capacities, Yangzhou Shunda capacity of 1,500 tons, 1,500 tons of production capacity at Sunshine Ningxia, Hebei Yingli 3,000 tons of production capacity, Zhejiang Ning silicon industry, 1,500 tons of production capacity by Xinguang 6 projects in Sichuan province, under the guidance of 13,000 tons of production capacity. The total capacity of these projects reached 47.5 thousand tons. In the meantime, Inner Mongolia, Sichuan, Henan, Yunnan and other provinces are more than 20 construction, expansion and polysilicon production facilities to build, with a total size of the planning and construction for more than 10 million tons.
China Sunergy is a piece of a big battery manufacturing companies in China. The company’s deputy managing director of Yang Fang, estimated this year that China consumes nearly 3 million metric tons. The current level of technology under the photovoltaic industry, the demand for polysilicon is about 7.5 kilograms / kW. The components of this year, China’s production of photovoltaic cells, about 2600 MW, the consumption of polycrystalline silicon is about 19.5 thousand tons. In addition to the components, the direct export of a large number of Chinese companies and battery piece of silicon, polysilicon consumed more than 10,000 tons. “Although the domestic production capacity for polysilicon has the demand for the downstream business, but the lack of actual production. Domestic battery polysilicon chip production is consumed in excess of the imported goods nor take a significant share.”
Jiangsu is China’s largest polysilicon can be one of the production. Lv Jinbiao the company’s deputy general manager, said: “Currently, the domestic production of polysilicon project, the vast majority of a modified Siemens method, similar to large chemical companies, production and full production is completely different than run for a year and a half capacity is to reach the fairly well. In addition to production by the year 2008, a handful of projects this year, 60% -80% of income is on the other line in the past year, or even a majority of the second half of last year, or taken at the end of the project in operation is not much production. ”
Currently, 5,000 tons of polysilicon showed LDK Solar, Jiangxi Xinyu City, seat of the energy sector that the project is taken from the designs of the electricity consumption in operation less than 1 / 10. An industry source, the Asian industry, the silicon solar silicon industry, the production line is not smooth, and the mass production of polycrystalline silicon has not yet been released. In connection with cost and market price of the item on its head in order to reduce losses from discontinued or reduced production costs in China last year polysilicon production will not break through to 15,000 tons.
Inconsistent quality of imported raw materials and downstream firms prefer
Product purity and stability of polysilicon is the most important indicator of quality. Currently in China Polysilicon industry, it is the lack of product purity and quality is not stable enough, two main questions. Product quality problems caused by the presence, downstream companies recognize domestic production of polysilicon materials on the basis of actual needs will be discounted.
China Sunergy Deputy General Manager Yang Fang introduced a few days ago the company is a major reason for the use of imported polysilicon is part of the purity of the domestic shortage of polysilicon materials. To achieve the purity of solar grade silicon polysilicon demand 6 N (99.999%), while the number of domestic small and medium-sized manufacturers purity of the product only 4 Zhi 5 N (99.9%)
In addition, the new domestic product purity polysilicon production company lacks stability control, although most of the products of some companies can achieve the requirements for purity, but also between different batches of product purity is not stable enough in the debugging output period, the quality of the products are often unstable. WACKER has to consider the United States as in Europe and the United States, MEMC polysilicon manufacturers of polysilicon in this regard is to domestic companies.
Fang Yang said that in October 2008 due to abnormally high polysilicon prices have caused the domestic production capacity in dozens of tons of polysilicon manufacturers only. From these small plants is very unstable product quality, polysilicon is in short supply last year, China Sunergy has also worked with domestic polysilicon procurement of silicon raw materials were. “Now, a sufficient supply of silicon, most of the small plant products from the procurement list screening, solar photovoltaic cells will need more than 20 years, the stability of the power generation phase, we still trust in imported silicon materials removed.”
Hebei Jing-Long Group is China’s largest monocrystalline silicon solar energy held companies. Le Bao-fang, president of the group presentations, with polysilicon as the production of raw silicon, the polysilicon domestic and imported goods in the purity of stability, there is still a gap. Some poor quality of domestically produced silicon single crystal to be pulled over again two or three times to meet the demand, while imports created only once.
It is assumed that the main factors for the purity polysilicon, manufacturing of raw materials, and the purity of trichlorosilane production to the pipeline and the furnace and other impurities in the reaction container to restore control. On the one hand, China’s polysilicon production plant in the construction and quality control equipment, there are still problems, the other hand, our country is in the “improvement of Siemens Law polysilicon production line including a lack of long-term operation stability and Management experience and talent pool.
Price critical situation has now improved price competitiveness need
Since October 2008, the international prices of polysilicon over $ 400 per kg crazy about diving to a current $ 60 per kg, and falling still. The latest breakthrough in polysilicon prices have feared a small number of SMEs in the domestic production this year, the industry that the price will get into trouble.
Jiangsu Photovoltaic Association, introduced the Secretary-General Wei Chi-East at present in China Polysilicon industry, large companies will cost about $ 35 per kg $ -50 per kg, a small number of SMEs cost as much as $ 70 per kg $ -80 per kilogram. Cost disadvantage of domestic firms are mainly “a low-2 is highlyA1008 ， A1012 ， A1022 ，A1060 ， A1061 caused” by the low usage of raw materials, production and energy consumption, too high, equipment depreciation were too high. An interview with journalists in Hebei, we learned that are Baoding, Zhangjiakou and other places some of the small and medium enterprises from the outside world polysilicon.
Hebei, Vice President, Liu Yingli Yaocheng introduced to the shortage of polysilicon from the previous year during the past year, a total surplus was mainly the international German Wacker, United States Haimoluoke expansion last year, with seven plants in power, Asia, two million-ton giant - - Jiangsu and South Korea be able to start production of the release of OCI. In addition, the financial crisis, photovoltaic cell elements, if the downturn, a direct result of lower than expected growth in demand for polysilicon. At present, the global polysilicon, a balance between supply and demand to achieve, and show evidence of excess.
China Sunergy, Hebei Yingli Solar Photovoltaic Industry in China and other leading business analysis, supply and demand a reversal, the polysilicon price war is inevitable. Europe and the United States, Germany Wacker Polysilicon manufacturing giant, the United States M EM C production cost of only $ 15 per kg $ -20 / kg and in the expansion of production capacity. This year, the polysilicon prices in all probability, another new low in recent years, dropped to about $ 50 per kg is almost a given.
Lv Jinbiao introduction, polysilicon, a structural surplus of excess capacity, the efficiency of these systems is low, a high energy consumption, costs were higher than the market price of the item is not able to run long-term losses. Price war, the initiative lies in Europe and the United States and Asia, then in the hands of a few large polysilicon production, most domestic enterprises to reduce only the cost to the tide of the crisis, the price of the industry.
It is expected that “Improved Siemens Law” Polysilicon production is a large number of products — produce silicon tetrachloride. Germany Wacker, MEMC, etc. with the U.S. company representing the same “enhanced Siemens Law, its silicon tetrachloride through the closed-loop production, the full realization of recycling, protect the environment while increasing the use of raw materials, lower unit can use.
WEI Qi-dong master, currently only a small number of domestic enterprises to “improved Siemens Law” closed-loop production and the energy is higher than foreign ones. In the meantime, large energy needed polysilicon-reduction furnace and control system and other essential equipment to the introduction of high-priced foreign products. “The creation of the international competitiveness of China’s polysilicon industry, on the one hand, companies need to accelerate the overall polysilicon production in the preparatory process of the Master, who believed the A1185 ，M8403 , apple iBook G4 12 inch battery， apple iBook G4 14 inch batteryother workers of the department of science and technology, the equipment manufacturing industry, such as B should . polysilicon production facilities to strengthen the R & D, manufacturing, sorry. “