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Polysilicon industry "fever" create wealth shattered

By lqbatteryshop on May 14, 2010
Total Viewed: 44
Post by :  qing li
Category: Business

At present, the global polysilicon supply exceeding demand, prices have been approaching a lot of domestic production costs, according to current prices, companies can barely preservation, even in the industry leading position in the enterprise, the days are not better than, many domestic enterprises polysilicon begun to consider TOSHIBA SATELLITE 2410 Battery.

Polysilicon for the photovoltaic power generation because of fame, wealth creation myth once it is launched to attract a large number of companies rushed project. However, the cost of the face of increasingly severe problem, many companies are riding a tiger.

Recent often polysilicon elder enterprises to domestic enterprises - Xinguang dished out "ball," I hope Xinguang to buy them. However, according to media reports, Shin Kong silicon industry is not interested in the acquisition of objects found. "These companies basically no value." Silicon industry appears at the Sunbeam, and many follow suit and the polysilicon production business generally mediocre qualifications.

Many of these enterprises by the Shanxi and Henan coal bosses, Zhejiang private enterprises such private capital investment. "We see a lot of polysilicon production line is still very new, they want to be acquired, but most still could not find a suitable buyer." An industry official said.

In fact, the desire to exit the polysilicon industry, not only those private funds.

This year in February, because of drag performance, stripped of its shares through Gateway's polysilicon business segments, becoming the first listed company to opt out of polysilicon. From early 2008 to enter, exit early 2010, the industry proves that, through Novell shares two years in the polysilicon industry can be described as "helpless for a while."

"In the future, some enterprises or slow down or quit." Western Securities Investment Manager Investment Management Headquarters Wang Zongkai said "Sankei Shimbun in China," journalists, mainly prices have reached near the cost of many domestic enterprises. Polysilicon into the industry of HP F4486B Battery.

It is understood that the first half of 2010, the international price of polysilicon is about USD 50-55 per kg, while domestic polysilicon production costs more in the 50-60 dollars. New Energy and Industrial Association of Sichuan responsible person, now discontinued polysilicon business more, according to current prices, companies barely protected. Even in a leading position in the industry companies, the days are not better.

In contrast, in 2007, sold more than 400 U.S. dollars a maximum of polysilicon / kg. Many domestic enterprises are attracted by the profits, flock, production increased rapidly. As of last year, the domestic polysilicon project has been built, under construction or proposed more than 50, will be more than 130 billion yuan investment, production capacity of more than 230,000 tons.

But from the second half of 2008, polysilicon prices plummeted, from the highest of about 500 U.S. dollars per kilogram fall all the way back to tens of dollars. "Polysilicon prices will continue downward." Executive director of the China Renewable Energy Society, Solar Energy Institute of Shanghai Jiaotong University, PhD supervisor Professor Cui Rongqiang told the "China Sankei" reporter, this is the development and implementation of solar photovoltaic industry affordable access to the Internet requirements.

In addition, the price down even went to the supply and demand. Solar Energy Research Institute, National Development and Reform Commission experts Wang Sicheng judged that the global polysilicon oversupply situation will continue, from now to 2012, the global over-supply of polysilicon will continue to increase the rate.

"PV industry is a highly international market." Renewable Energy Association, a source said, on the polycrystalline silicon material, the domestic production of polysilicon is now selling 50-60 dollar per kilogram, foreign production of polysilicon materials to sell 48 U.S. dollars per kg, in the end who bought, obviously.

According to data from Nanjing Customs, from January to February 2010, Jiangsu port imported 1752 tons of polysilicon, respectively, year on year increase of 2.2 times and 1.3 times. And in 2009, Jiangsu solar industry accounts for 70% of solar cell production.

Large influx of foreign low-cost polysilicon, is hitting the solar Dell INSPIRON 1520 Battery. The above sources, the reason why such a high cost of polysilicon, polysilicon material does not fall because of labor-intensive industries, enterprises are large-scale and highly automated, and the Chinese enterprises are expected to complete most of polysilicon introduction of foreign equipment, not in the hands core technology.

Analysts pointed out that the polysilicon industry consolidation is inevitable again. In fact, the central capacity to inhibit the low-end duplication and ensure the healthy development of the polysilicon industry, "polysilicon industry access standards" are being developed. However, access to various ministries on the threshold of the standard polysilicon can not reach agreement, so the standard delayed release.

Cui Rong Qiang said that he agreed cost reduction through economies of scale, but, he stressed, not only because of size, put a number of competitive enterprises cut off. "Industry consolidation should be in the market environment to achieve survival of the fittest, rather than relying solely on executive power."

Cui Rong Qiang told reporters that some companies do not attach importance to R & D, human resources, management, resulting in independent innovation ability, not with foreign companies compete in the field of silicon material purification products uncompetitive in the international market. These enterprises are eliminated, out of a matter of course. However, some enterprises may not have much size, but the technical equipment and environmental protection so on clearance, but also market, but also should allow them to survive.

"On the one hand, the government should promote the development of photovoltaic business, speed up the polysilicon prices down, to achieve parity Internet, on the other hand, we should also respect the laws of the market, to ensure the healthy development of the TOSHIBA PA3465U-1BRS Battery. This is our earnest hope is that the entire industry." Cui Rong Qiang told reporters.

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