Polycrystalline silicon market dawns
China Drying Technology Co., Ltd., a polysilicon company that suffers from the impact of low-priced imported products from the United States, South Korea and Germany, will usher in good news. The Ministry of Commerce recently revealed that the preliminary determination time for polysilicon production from the United States, South Korea and the European Union (anti-dumping, countervailing) has already been set, and the preliminary results will be officially released on February 20. Industry insiders expect that, with the promotion of “double reverseâ€, the domestic polysilicon market price will rebound significantly, the operating rate of enterprises will rebound, and the polysilicon industry may usher in the dawn. According to relevant data, China's polysilicon imports will exceed 80,000 tons in 2012, an increase of nearly 30% over the previous year, and imports will exceed US$2 billion. The imports of South Korea, the United States, and Germany accounted for 85.97% of the total imports. Among them, South Korea's market share was 26.1%, the United States was 40.3%, Germany was 19.5%. The average selling price also dropped from US$29/kg at the beginning of the year to US$16 to US$18/kg. Under the impact of massive dumping of European and American low-priced products, the vast majority of domestic polysilicon companies have stopped production. According to statistics from the China Non-ferrous Metals Industry Association's Silicon Division, at present, of the 43 polysilicon enterprises that have already put into production, the rate of suspension has exceeded 90%, and the remaining start-up companies can only start some production lines. Experts said that in 2012, the world's total demand for photovoltaics and polysilicon did not change. Since last year, although the global PV industry has fallen into an overall crisis with sluggish growth, rumours of leading corporate bankruptcy have been heard, but the total installed PV capacity will still exceed 30GW. Experts estimate that in 2013, the total installed capacity of photovoltaic power will reach 35-40 GW. Among them, EU countries have reduced their PV subsidies in varying degrees, but the installed capacity will continue to be stable and will not drop substantially; the United States will continue to maintain a steady growth trend; Japan is affected by the safety of nuclear power, and the power supply is tight, PV subsidy policy Under the influence of two attractive factors, it will become the country with the fastest growth in the installed capacity of photovoltaic power generation. With the stimulation of a number of preferential policies and government subsidies, China's PV installation capacity will also show an explosive growth in 2013. In general, China, the United States, and Japan will replace Germany and Italy as the engines of global solar PV growth. Domestic polysilicon companies have ushered in historic opportunities. On January 9 this year, the National Energy Work Conference established the goal of installing 10 million kilowatts of photovoltaic power generation in China this year. In 2012, the installed capacity of photovoltaic power in China was approximately 5 GW, which was double that of the 2.7 GW in 2011. In 2013, the second batch of “Golden Sun†demonstration projects in 2012 and the first batch of “Twelfth Five-Year Plan†distributed With the concentrated release of photovoltaic power generation projects, the installed capacity of 10 GW in the domestic photovoltaic market is a high probability event. It is understood that if the Ministry of Commerce of the People's Republic of China (MOFCOM) decides that the polysilicon "double reverse" will be finalized, the price of polysilicon will rise to around US$20/kg. According to the production cost of China's polysilicon companies, China's four global top ten polysilicon companies, GCL-Poly, LDK Solar, Luoyang Silicon, and Chongqing Daquan can resume production, with an annual output of 90,000 to 100,000 tons; when it reaches 25 US dollars/kg, some SMEs and upstream and downstream supporting polysilicon companies, such as Qinghai Asian Silicon About 10 companies such as Sichuan Ruineng, Tianwei Silicon, and Yichang CSG have sufficient capacity to provide 30,000-40,000 tons of products. With a small amount of imports, it is entirely possible to meet the needs of polysilicon for downstream photovoltaic companies at a reasonable price. At present, 30% of Wacker's and other large factories' polysilicon entering the Chinese market are long-term transactions ranging from US$40 to US$60 per kilogram, and the other 70% are spot. After the “double reverse†ruling of polysilicon, it is possible to install the giant director of China’s PV downstream enterprises. Single "killed." After the domestic polysilicon 'double reverse' taxation, if there is no special agreement when signing a long-term bill, at the moment when the high 'double-reverse' taxation is encountered, China's photovoltaic downstream companies can force majeure to lift long-term orders." Told reporters. Industry analysts believe that the domestic polysilicon industry will return to growth in the first quarter of 2013, and production and operating rates will rebound. Gazebo Tent,Outdoor High-Quality Tent,Portable Foldable Tent Good Hope Industry & Trade Co., Ltd. , http://www.ahbabycarseat.com