After 2005, the domestic PV market has developed rapidly. With the acceleration of the development of the photovoltaic industry, the demand for polysilicon by PV companies has also increased rapidly. However, the supply and demand of China's polysilicon market is showing an imbalance: the domestic demand for polysilicon in 2009 About 23,000 tons, and the actual output is about 16,000 tons; it is expected that the domestic polysilicon production will double this year, reaching 35,000 tons, but this year's domestic demand has reached 50,000 tons. It can be seen that the contradiction between supply and demand in the domestic polysilicon industry is very prominent. In the face of huge polysilicon supply gap, China's material supply mainly depends on imports. At present, China has listed the photovoltaic industry as a strategic emerging industry in the future. The dependence of polysilicon on imports will be very detrimental to the development of the photovoltaic industry.
Problems in domestic polysilicon production
Faced with huge demand, most domestic polysilicon manufacturers have to buy polysilicon from the outside, thus increasing the demand in the domestic market. Domestic enterprises have limited supply capacity, and can only look at the huge "market cake" in front of them but have no right to share. This is mainly due to many bottlenecks such as policies, production equipment, and technological processes, which limit the production of polysilicon.
1, production equipment needs a large number of imports
At present, the development of the domestic polysilicon industry has entered a period of rapid development. Many domestic PV companies have announced the expansion of their polysilicon business capacity. However, some key production equipments for polysilicon need to be imported in large quantities, which greatly increases the production cost of the polysilicon industry. It is an important reason for the high production cost of domestic polysilicon, and it is also one of the factors limiting the development of domestic polysilicon industry.
2, the technology is relatively backward
At present, domestic polysilicon production enterprises have experienced significant polarization. A small number of companies, such as Jiangsu Zhongneng and Seville LDK, have been able to compete with international giants in terms of polysilicon production capacity, production cost and quality, while most companies are still weak.
According to statistics, about 70% of the world's polysilicon is produced by the modified Siemens method. In the same way, the improved Siemens method, the energy consumption in the production process of China's polysilicon production enterprises is too high, resulting in a substantial increase in production costs, and obviously lags behind international polysilicon enterprises in cost control. Most polysilicon manufacturers use the non-pure modified Siemens method to produce polysilicon, which cannot effectively recover the toxic by-products produced during the production process, resulting in environmental damage.
3. The development plan of polysilicon industry in relevant departments is relatively vague
The industry and the government have long been controversial about whether there is an overcapacity in the domestic polysilicon industry. The polysilicon industry has always lacked a clear development plan, which has restricted the development of the polysilicon industry to a certain extent. In addition, the country has not yet introduced polysilicon access conditions, clarifying the new access standards for the polysilicon industry, thus guiding the advancement of polysilicon projects with advanced technology and low energy consumption to ensure the stable and healthy development of China's photovoltaic industry.
Polysilicon production out of the dilemma
Many problems in China's polysilicon production enterprises have affected the supply and demand of the polysilicon market, and have seriously restricted the development of the entire photovoltaic industry. How to get rid of this dilemma? You should also start with the following aspects.
First, encourage polysilicon enterprises with low cost and strong competitiveness to expand their scale. The polysilicon industry is a capital and technology-intensive industry with high technical threshold. From the development experience of foreign polysilicon industry, large enterprises occupy a dominant position in industrial development. Only through continuous investment in technology and production by large enterprises can they Maintain a competitive edge in the international market.
Second, encourage polysilicon projects to land in western resource and energy-rich areas.
The energy consumption of polysilicon production purification is relatively high, and current power costs account for 30% to 40% of the cost of polysilicon. China's western region has large reserves of quartz, abundant energy and resources, and low power costs. It is very suitable for the development of polysilicon industry, realizing the local conversion of energy and increasing the added value of energy products. Third, encourage polysilicon companies to merge and restructure. The development of the polysilicon industry has been 50 years old, but for a long time, polysilicon in the international market is mainly supplied by 7 major manufacturers. At present, there are more than 40 polysilicon enterprises in China, and some enterprises have problems such as high energy consumption and large emissions. The competent department should give full play to the role of the market mechanism, integrate existing polysilicon resources, and implement intensive development and operation. Encourage enterprises with high production costs and strong competitiveness to merge and renovate polysilicon enterprises with poor efficiency and production problems.
Fourth, as soon as possible, the introduction of polysilicon access conditions. Since the State Council promulgated Circular No. 38, “Notice on Suppressing Overcapacity in Some Industries and Repeated Construction to Guide the Healthy Development of the Industryâ€, the approval of technical reforms, new construction, renovation/expansion of polysilicon projects has become very strict. As a strategic emerging industry in China, the photovoltaic industry needs to pass the introduction of polysilicon access conditions and clarify the new access standards for the polysilicon industry.
The photovoltaic industry is a dawning industry in China's industrial upgrading. The future development potential is huge. Polycrystalline silicon, as a key material for photovoltaic enterprises, plays a vital role in the development of the photovoltaic industry. Therefore, the competitiveness of polysilicon production enterprises is enhanced. Industrial development has a huge impetus.
Problems in domestic polysilicon production
Faced with huge demand, most domestic polysilicon manufacturers have to buy polysilicon from the outside, thus increasing the demand in the domestic market. Domestic enterprises have limited supply capacity, and can only look at the huge "market cake" in front of them but have no right to share. This is mainly due to many bottlenecks such as policies, production equipment, and technological processes, which limit the production of polysilicon.
1, production equipment needs a large number of imports
At present, the development of the domestic polysilicon industry has entered a period of rapid development. Many domestic PV companies have announced the expansion of their polysilicon business capacity. However, some key production equipments for polysilicon need to be imported in large quantities, which greatly increases the production cost of the polysilicon industry. It is an important reason for the high production cost of domestic polysilicon, and it is also one of the factors limiting the development of domestic polysilicon industry.
2, the technology is relatively backward
At present, domestic polysilicon production enterprises have experienced significant polarization. A small number of companies, such as Jiangsu Zhongneng and Seville LDK, have been able to compete with international giants in terms of polysilicon production capacity, production cost and quality, while most companies are still weak.
According to statistics, about 70% of the world's polysilicon is produced by the modified Siemens method. In the same way, the improved Siemens method, the energy consumption in the production process of China's polysilicon production enterprises is too high, resulting in a substantial increase in production costs, and obviously lags behind international polysilicon enterprises in cost control. Most polysilicon manufacturers use the non-pure modified Siemens method to produce polysilicon, which cannot effectively recover the toxic by-products produced during the production process, resulting in environmental damage.
3. The development plan of polysilicon industry in relevant departments is relatively vague
The industry and the government have long been controversial about whether there is an overcapacity in the domestic polysilicon industry. The polysilicon industry has always lacked a clear development plan, which has restricted the development of the polysilicon industry to a certain extent. In addition, the country has not yet introduced polysilicon access conditions, clarifying the new access standards for the polysilicon industry, thus guiding the advancement of polysilicon projects with advanced technology and low energy consumption to ensure the stable and healthy development of China's photovoltaic industry.
Polysilicon production out of the dilemma
Many problems in China's polysilicon production enterprises have affected the supply and demand of the polysilicon market, and have seriously restricted the development of the entire photovoltaic industry. How to get rid of this dilemma? You should also start with the following aspects.
First, encourage polysilicon enterprises with low cost and strong competitiveness to expand their scale. The polysilicon industry is a capital and technology-intensive industry with high technical threshold. From the development experience of foreign polysilicon industry, large enterprises occupy a dominant position in industrial development. Only through continuous investment in technology and production by large enterprises can they Maintain a competitive edge in the international market.
Second, encourage polysilicon projects to land in western resource and energy-rich areas.
The energy consumption of polysilicon production purification is relatively high, and current power costs account for 30% to 40% of the cost of polysilicon. China's western region has large reserves of quartz, abundant energy and resources, and low power costs. It is very suitable for the development of polysilicon industry, realizing the local conversion of energy and increasing the added value of energy products. Third, encourage polysilicon companies to merge and restructure. The development of the polysilicon industry has been 50 years old, but for a long time, polysilicon in the international market is mainly supplied by 7 major manufacturers. At present, there are more than 40 polysilicon enterprises in China, and some enterprises have problems such as high energy consumption and large emissions. The competent department should give full play to the role of the market mechanism, integrate existing polysilicon resources, and implement intensive development and operation. Encourage enterprises with high production costs and strong competitiveness to merge and renovate polysilicon enterprises with poor efficiency and production problems.
Fourth, as soon as possible, the introduction of polysilicon access conditions. Since the State Council promulgated Circular No. 38, “Notice on Suppressing Overcapacity in Some Industries and Repeated Construction to Guide the Healthy Development of the Industryâ€, the approval of technical reforms, new construction, renovation/expansion of polysilicon projects has become very strict. As a strategic emerging industry in China, the photovoltaic industry needs to pass the introduction of polysilicon access conditions and clarify the new access standards for the polysilicon industry.
The photovoltaic industry is a dawning industry in China's industrial upgrading. The future development potential is huge. Polycrystalline silicon, as a key material for photovoltaic enterprises, plays a vital role in the development of the photovoltaic industry. Therefore, the competitiveness of polysilicon production enterprises is enhanced. Industrial development has a huge impetus.
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