Polysilicon Industry are faced with challenge
Country's economic Times reporter learned from relevant sources, China Metallurgical Group and Baotou Steel Group, Baotou City, recently signed a cooperation agreement, the two announced plans to invest 8.0 billion for the production of polysilicon, planning put into the scale of up to 5,000 tons / year, The project is scheduled to run next year, while the specific forms of cooperation the two sides are still negotiating.
The production of polycrystalline silicon solar cells, semiconductors, liquid crystal displays such as the important material. At present only a very few countries in the world has a polysilicon industry, technology. Some experts even believe that "who mastered the poly-silicon and microelectronic technology, grasps the world."
"China Metallurgical Group in the investment because of the early investment in polysilicon profit of money, at least over a billion dollars of net profit, while the Baotou Steel Group's polysilicon should be shot out of strategic considerations, polysilicon industry reshuffle would eliminate a number of small and medium companies, and powerful business will win the next round of competition. "Luoyang Sino-silicon High-Tech Vice President Yang Yuan told reporters on the China Economic Times.
According to sources within the group Baotou, Baotou Steel Group, the co-operation with China Metallurgical Group in their eyes is that China Metallurgical Group's polysilicon technology.
"This co-operation of mutual benefit if both sides can also be regarded as a wise move." Vice president of the Chinese Solar Energy Society, Photovoltaic Branch Director Zhao Yuwen, told this reporter that the polysilicon project's prospects good, but for this industry, have to master the technology, a higher threshold for the production of polysilicon, as easily lead to pollution and high energy consumption, the main bottlenecks encountered a technical bottleneck.
The market adjustment cycle beginning
In recent years, accompanied by the development of solar photovoltaic industry, polysilicon demand surge, resulting in the global polysilicon price spiral. The impact of the global financial crisis, so that a rapid decline in foreign orders, polysilicon prices have been hurt, "cut", solar photovoltaic industry, ahead of the arrival of winter, which also contributed to polysilicon industry to re-shuffle.
Polysilicon with the previous two years construction of heat compared to September this year, since the polysilicon industry, came a 180-degree turn. 9 to 10 month period this year, due to polysilicon production capacity and output is expected to gradually expand and the impact of falling prices, polysilicon spot prices from the first half of 400 U.S. dollars to 500 U.S. dollars / kg down to 250 U.S. dollars to 300 U.S. dollars / kg. At present, polysilicon prices dropped more than 250 U.S. dollars / kg.
"Polysilicon prices are too high a serious breach of the law of value, the price decline sooner or later, but the financial crisis has accelerated the pace." Semiconductor Materials Research Institute of Zhejiang University, Deren, told this reporter that the occurrence and spread of financial crisis , so that solar energy end-application market, it delays in the procurement plan, the market showed weakness. In Germany, Spain, for example, markets in these two countries accounted for more than 60% in Europe, but their planned purchases in 2009 than this year declined by about 40% -50% or so.
China National Building Material Group Corporation is responsible for a reporter to the analysis, China to get rid of energy dependence on oil will require the development and utilization of new energy to make a fuss. Mature at this stage, the use of new energy technologies, solar energy is no doubt on China's energy demand market has been very tempting, this is a direct result of China's solar market in recent years, the rapid development of the market development of solar photovoltaic cells led to the rapid development, the basis of raw material polysilicon photovoltaic cells also will heat up.
"If a single drop from its current price of polysilicon such a large point of view, has now entered this field is not a good time." NDRC Energy Research Institute, Fellow, Center for Renewable Energy Development In an interview with this reporter, when Korea an interview, said that experts had predicted the 2011, 2012, there will be polysilicon prices decline, but the financial crisis may result in polysilicon prices in 2009, appeared in 2010, dropped sharply. Previously, a lot of skills to master low energy consumption and high pollution are also high in enterprises to enter the industry in 2012 will be able to recover the cost, but if you are into, then it can not be so estimated. But for much better grasp of technology in the international market, competitive enterprises, there are still a very high return on investment guaranteed.
Yang Deren that the polysilicon business days of the year after next will not be better, polysilicon prices back to 2000 yuan -3.0 thousand yuan / kg, the possibility of not too great.