Polysilicon industry is facing three embarrassing situations

In recent years, the growth industry of the domestic investment boom of polysilicon, the scale of the expansion velocity. However, under the recent survey by the photovoltaic industry has shown that in this industry there is a surplus of virtual production capacity, product quality and instability, high cost of three to be in the embarrassing situation, caught in the dilemma of big but not strong. GK479， FK890 
      
       The completion of overcapacity insufficient Products
     
       Report study found that since the second half of 2006, domestic investment in the gradual warming of polysilicon, as it has strengthened the capacity of nearly 5 million tons. However, the capacity of evil to achieve by the end of the production cost and high quality products, but off the difficulty in acquiring production capacity of polysilicon and qualified there is a huge contrast to the the whole sector “virtual surplus production capacity.”
     
      Study found that journalists, China has announced that 1,000 tons of polysilicon production above the level of large scale projects are: Jiangsu to 18,000 tons capacity, LDK 5,000 tons of production capacity, Luoyang Sino - production capacity of 3,000 tons of silicon, 1.000 tons of Qinghai Silicon Asian industry, production capacity, Yangzhou Shunda capacity of 1,500 tonnes, 1,500 tonnes of production capacity of Ningxia Sunshine, Hebei Yingli 3,000 tons capacity production, Zhejiang Ning silicon industry, 1,500 tons of production capacity to Xinguang 6 projects in Sichuan Province, led by 13,000 tons of production capacity. The combined capacity of these projects amounted to 47.5 thousand tons. Meanwhile, Inner Mongolia, A1175 ，MacBook Pro 15 inch battery , Sichuan, Henan, Yunnan and other provinces are over 20 construction, expansion and construction of production lines of polysilicon with a total size of the planning and construction for more than 10 million tonnes.
     
      China Sunergy is a piece of major battery companies in China manufacturing. Director General of the company Fang Yang, this year estimated that China consumed nearly 3 million tons of polysilicon. The current level of technology under the photovoltaic industry, demand for polysilicon is about 7.5 kg / kW. The components of this year, with production capacity in China photovoltaic cell is about 2600 MW, the consumption of polycrystalline silicon is about 19.5 thousand tons. In addition to the components, the direct export of a large number of Chinese companies and a piece of farm silicon, polysilicon consumed over 10,000 tons. “Although the domestic production capacity of polysilicon is already greater than the demand of the downstream firm, but the absence of actual production. Domestic battery chip polysilicon used in production processes, imported products still occupy a considerable proportion. ”
     
       Jiangsu is the largest polysilicon in China may be one of the production. Lv Jinbiao Director General of the company explained: “At present, the domestic production of polysilicon project of the great majority of a method modified from Siemens, similar to large-scale enterprise of chemical production and full production is completely different from running a year and a half to reach capacity is going rather well. In addition to production in 2008, a handful of projects this year, 60% -80% yield, Sony VGP-BPS2，Sony VGP-BPS2A , the other online last year, or even a majority of the second half or end of production last year of the project is not producing much. ”
     
       Currently, 5,000 tonnes of polysilicon LDK Solar, Jiangxi Xinyu City, the seat of Energy revealed that the project put into production after the design of the power consumption is less than 1 / 10. An industrial source, the silicon industry to Asia, the silicon industry Sun, the production line does not work properly, and the mass production of polycrystalline silicon has not yet appeared. Coupled with cost and market price of the item inside out in order to reduce losses of discontinued or reduced production last year production of polycrystalline silicon for China do not spend 15,000 tons.
     
      Inconsistent quality of imported raw materials and downstream firms prefer
     
      The product purity and stability of polysilicon of the most important indicator of quality. Currently, the polycrystalline silicon industry in China, there is a lack of product purity and quality is not sufficiently stable for two main issues. Problems with product quality due to the presence, downstream firms of recognized national production of polysilicon materials based on the real need to be updated.
     
China Sunergy Director General Yang Fang presented a few days ago the company a major reason for the use of imported polycrystalline silicon is in the purity of the national shortage of polysilicon materials. PA3399U-2BRS，PA3465U-1BRS , Solar-purity requirements of polysilicon 6N grade (99.999%), while the number of domestic small and medium-sized manufacturing companies purity of the product only 4 Zhi 5 N (99.9%)
     
       In addition, the new domestic firms production of pure polysilicon lacks stability control, although most of the products of some firms can achieve the purity requirements, but also between different batches of the product purity n ‘ is not stable in the period of debugging output quality products are often unstable. WACKER, the United States as Europe and the United States have established manufacturers of polysilicon MEMC polysilicon in this respect is superior to domestic firms.
     
      Fang Yang said that before October 2008 because polysilicon prices abnormally high, the domestic production capacity have appeared in dozens of tons of polysilicon manufacturers only. From these small plants is very unstable product quality, supply of polysilicon is short last year, China Sunergy has also been with the domestic markets of polysilicon materials. “Now, an adequate supply of silicon, the majority of small plant products were removed from the shopping list, screening, solar photovoltaic cells requires more than 20 years, the stability of the phase of energy production, we always trust in the silicon materials imported.
     
     Hebei Jing-Long is the largest of China monocrystalline silicon solar energy company developed. The Bao-fang, president of the group presentations, with polysilicon as a raw material for producing silicon products polysilicon domestic and imported products in the purity of stability there is still a gap. Some poor quality products in the country of single crystal silicon repeatedly attracted two or three times to meet demand, while imports only drawn once again.
     
      It is understood that the main factors affecting the purity polysilicon, manufacturing of raw materials and the purity of the trichlorosilane production process to the pipeline and restore the oven and other impurities in the reaction container control. On the one hand, the production lines of polysilicon in China in construction technology and equipment quality control, PC764，Latitude D620 battery , there are still problems, on the other hand, our country in the “improved Siemens law” production line of polycrystalline silicon is also a lack of long-term stable operation and management experience and talent pool. Price plight cost competitiveness must be improved
     
      Since October 2008, international prices of polysilicon over 400 U.S. dollars / kg passionate about diving in current dollars of U.S. 60 / kg, and continues to decline. Breakthrough current price of polysilicon has a small number of SMEs in the cost of domestic production this year, the industry fear that the price will be difficult.
     
       Jiangsu Photovoltaic Association, introduced the Secretary-General Wei Chi is currently the polycrystalline silicon industry in China, large enterprises costs about 35 U.S. dollars / kg -50 U.S. dollar / kg, a small number SME cost up to U.S. $ 70 / -80 kg U.S. $ / kg. Cost disadvantage of domestic firms are essentially “low-2 high” caused by the low usage of raw materials, production and consumption of energy is too high, the depreciation expense of the equipment were too high. An interview with Journalists in Hebei, we learned that Baoding, Zhangjiakou and other places some of the small and medium enterprises have been reduced polysilicon.

      Hebei, Vice-President Liu Yingli Yaocheng presented to the shortage of polysilicon over the previous year total surplus last year was mainly German international Wacker, the United States Haimoluoke expansion last year, with seven plants in Instead, Asia, two million tonnes giant - - Jiangsu and South Korea in a position to begin production of the publication of the BEC. In addition, the financial crisis, the components of solar photovoltaic cells, once in the Pot Black, a direct result of weaker growth than expected demand for polysilicon. Currently, the global polysilicon to achieve a balance between supply and demand, A1078 ，A1045 , and show signs of excess.
     
      China Sunergy, Hebei Yingli Solar PV industry in China and other analysis of leading companies, supply and demand a reversal, the price war polysilicon was inevitable. Europe and the U.S. production of polycrystalline silicon giant German Wacker, production costs MEMC’s, the United States only $ 15 / kg -20 U.S. dollar / kg, and the expansion of production capacity. This year, the price of polysilicon will certainly be another new low in recent years has fallen to about 50 U.S. dollars / kg is almost settled.
     
      Lv introduction Jinbiao, polysilicon is a structural surplus of excess capacity, the effectiveness of these systems is low, a high energy consumption, costs were higher than the market price of the item can not work long-lost term. Price War of the initiative is in Europe and the United States and Asia later in the hands of a polysilicon production a few giants, most domestic enterprises and to reduce costs in order to tide over the price crisis in the industry.
     
      It is understood that “better law Siemens’ production of polycrystalline silicon will produce a large number of sub-products — silicon tetrachloride. Germany Wacker, MEMC, etc with domestic enterprises United States adopt the same” enhanced Siemens Law “its silicon tetrachloride production by closed circuit, the full realization of recycling, protect the environment while increasing the use of raw materials, lower unit can be use.
     
     Wei Qi-dong, currently, only a small number of domestic firms to master the “improved Siemens law” process closed loop production and higher energy than foreigners. Meanwhile, large-scale energy efficiency of the furnace polysilicon reduction and control and other key equipment needed to bring high prices of foreign products. “Establishment of the international competitiveness of the polycrystalline silicon industry in China, first, companies need to accelerate the entire process of production of polycrystalline silicon preparation of the master,Sony VGP-BPS9/B，Sony VGP-BPS9/S ,  other workers believed that the Department Science and technology should help the manufacturing industry equipment such as equipment for producing polycrystalline silicon for strengthening R & D, manufacturing. “