Wang Sicheng, a researcher at the Energy Research Institute of the National Development and Reform Commission, said at a photovoltaic forum in Shanghai that at present, China still needs about 50% of imports of polysilicon, but this situation will continue to improve and it is expected that our polysilicon will be self-sufficient within 2-3 years. Wang Sicheng believes that from the actual demand of the industry and the import data, China's polysilicon industry does not have excess capacity, the current actual production capacity is only nearly 70,000 tons.
Polysilicon achieved self-sufficiency in 2-3 years In 2010, China's polysilicon production capacity was 85,000 tons, and its actual output was 45,000 tons. The import volume was 47,500 tons, and imports accounted for slightly more than 50% of the total demand.
According to statistics from the Energy Development Institute of the National Development and Reform Commission, China's demand for polysilicon is required to import 97% in 2006, and its annual self-sufficiency rate will increase year after year. In 2009 and 2010, the self-sufficiency ratio will be maintained at 50%, while polysilicon will maintain 50% of imports.
Wang Sicheng told the China Securities Journal that although the current self-sufficiency rate is not high, according to the current domestic polysilicon manufacturers' expansion plans and the comparison of photovoltaic cell production speed, it is expected that China's polysilicon can be completely self-sufficient within 2-3 years.
With the Ministry of Industry and Information Technology (MIIT) formally releasing the industry's long-awaited access requirements for the polysilicon industry before the Spring Festival this year, the polysilicon expansion plans that have been suppressed for a long time have been distributed.
In late February, GCL-Poly, China's largest supplier of polysilicon and silicon wafers, announced plans to invest HK$17.70 billion, which will be expanded to 65,000 tons on the basis of its current capacity of 21,000 tons of polysilicon in the next two years. This has almost reached the effective capacity of China's existing polysilicon. Including China's second largest polysilicon manufacturer, LDK Solar, is also brewing new expansion plans. At the same time, the top ten domestic polysilicon production capacity companies have accumulated and transformed technology in the past two years, and their production rate will also gradually increase and increase market supply.
The gap in the quality of the photovoltaic industry chain was clearly evident last year. The National Energy Development Institute of the National Development and Reform Commission carried out a number of detailed investigations on polysilicon throughout the country, and felt that there was a significant gap between polysilicon materials and the international advanced level in the technological level. According to information learned by the Energy Research Institute of the National Development and Reform Commission, there are 20-30 polysilicon manufacturers in the country, but there are only a few companies that actually have the scale of cost and international competitiveness. There are only 3 or 4 companies in terms of energy consumption and recycling indicators. .
Wang Sicheng said that, for example, most polysilicon production plants consume more than 180 kWh/kg, and silicon tetrachloride cannot be fully recycled. Therefore, the unit cost of kilograms must exceed 50 US dollars. This does not actually have strong market competitiveness. .
According to the reporter’s understanding, the current cost of the seven major international polysilicon plants is mostly maintained at US$20-30/kg, and the cost of Jiangsu’s largest energy company in China has reached US$23/kg.
On the same day, the China Photovoltaic Industry Alliance and the International Semiconductor Equipment Materials Industry Association released the 2011 China Industry Development Report. As of the end of 2010, the manufacturing capacity of crystalline silicon cells in China has reached 21GW, and in 2011 it further expanded to 30GW. In the lowest link between the battery and component profit levels relative to the industrial chain, China has occupied half of the world's production capacity and production.
In addition, in the photovoltaic industry chain, photovoltaic equipment has become a hot industry that has attracted considerable attention in the capital market in the past two years. For example, last year, the most dazzling precision technology in the market relied on the core equipment polycrystalline silicon ingot furnace used in the production of silicon wafers. Turning performance.
Wang Sicheng stated that at present, the localization rate of photovoltaic equipment has reached 70%, and the production capacity has gone up. However, some core high-end equipment still has a gap with the advanced level in foreign countries, mainly relying on imports. For example, hydrogenation furnaces for polysilicon production, automatic welding of battery panels, high-purity quartz crucibles, and some auxiliary products still require greater breakthroughs.
Polysilicon achieved self-sufficiency in 2-3 years In 2010, China's polysilicon production capacity was 85,000 tons, and its actual output was 45,000 tons. The import volume was 47,500 tons, and imports accounted for slightly more than 50% of the total demand.
According to statistics from the Energy Development Institute of the National Development and Reform Commission, China's demand for polysilicon is required to import 97% in 2006, and its annual self-sufficiency rate will increase year after year. In 2009 and 2010, the self-sufficiency ratio will be maintained at 50%, while polysilicon will maintain 50% of imports.
Wang Sicheng told the China Securities Journal that although the current self-sufficiency rate is not high, according to the current domestic polysilicon manufacturers' expansion plans and the comparison of photovoltaic cell production speed, it is expected that China's polysilicon can be completely self-sufficient within 2-3 years.
With the Ministry of Industry and Information Technology (MIIT) formally releasing the industry's long-awaited access requirements for the polysilicon industry before the Spring Festival this year, the polysilicon expansion plans that have been suppressed for a long time have been distributed.
In late February, GCL-Poly, China's largest supplier of polysilicon and silicon wafers, announced plans to invest HK$17.70 billion, which will be expanded to 65,000 tons on the basis of its current capacity of 21,000 tons of polysilicon in the next two years. This has almost reached the effective capacity of China's existing polysilicon. Including China's second largest polysilicon manufacturer, LDK Solar, is also brewing new expansion plans. At the same time, the top ten domestic polysilicon production capacity companies have accumulated and transformed technology in the past two years, and their production rate will also gradually increase and increase market supply.
The gap in the quality of the photovoltaic industry chain was clearly evident last year. The National Energy Development Institute of the National Development and Reform Commission carried out a number of detailed investigations on polysilicon throughout the country, and felt that there was a significant gap between polysilicon materials and the international advanced level in the technological level. According to information learned by the Energy Research Institute of the National Development and Reform Commission, there are 20-30 polysilicon manufacturers in the country, but there are only a few companies that actually have the scale of cost and international competitiveness. There are only 3 or 4 companies in terms of energy consumption and recycling indicators. .
Wang Sicheng said that, for example, most polysilicon production plants consume more than 180 kWh/kg, and silicon tetrachloride cannot be fully recycled. Therefore, the unit cost of kilograms must exceed 50 US dollars. This does not actually have strong market competitiveness. .
According to the reporter’s understanding, the current cost of the seven major international polysilicon plants is mostly maintained at US$20-30/kg, and the cost of Jiangsu’s largest energy company in China has reached US$23/kg.
On the same day, the China Photovoltaic Industry Alliance and the International Semiconductor Equipment Materials Industry Association released the 2011 China Industry Development Report. As of the end of 2010, the manufacturing capacity of crystalline silicon cells in China has reached 21GW, and in 2011 it further expanded to 30GW. In the lowest link between the battery and component profit levels relative to the industrial chain, China has occupied half of the world's production capacity and production.
In addition, in the photovoltaic industry chain, photovoltaic equipment has become a hot industry that has attracted considerable attention in the capital market in the past two years. For example, last year, the most dazzling precision technology in the market relied on the core equipment polycrystalline silicon ingot furnace used in the production of silicon wafers. Turning performance.
Wang Sicheng stated that at present, the localization rate of photovoltaic equipment has reached 70%, and the production capacity has gone up. However, some core high-end equipment still has a gap with the advanced level in foreign countries, mainly relying on imports. For example, hydrogenation furnaces for polysilicon production, automatic welding of battery panels, high-purity quartz crucibles, and some auxiliary products still require greater breakthroughs.