By the warming of the photovoltaic market, various capitals once again bet on the polysilicon industry. Recently, Bosideng, a famous apparel company, announced its formal entry into the field of solar photovoltaics and invested RMB 6 billion with its partners to build an annual output of 6,000 tons of high-purity silicon projects. "Since July this year, the price of polysilicon has been rising all the way, and the current price is stable at around US$90/kg," Fu Caixia, a researcher at China National Securities, told reporters. Although the polysilicon industry is again buoyant, the overall demand is good, but it will be difficult next year. material. A person in charge of a polysilicon manufacturer said that this round of rising fears will continue, and the flocked capital will amplify production capacity, and industry competition will become increasingly fierce.
According to "Daily Economic News" reporter statistics, in the past month or so, Hengdian East Magnetic and many other listed companies have reported crystal silicon wafers and solar cell projects, and the investment has reached hundreds of millions or even billions of yuan. Sichuan, rich in raw materials, is not idle. Recently, the subsidiary of British Renesas Group, Zhejiang Shenghui Sunshine Energy Co., Ltd. announced that it plans to invest RMB 23.5 billion in the construction of photovoltaic industry base in Sichuan, and will build new polysilicon and its supporting projects within five years. Bosideng, a famous clothing company, recently announced its formal entry into the solar photovoltaic field, and its partners have invested 6 billion yuan to build an annual output of 6,000 tons of high-purity silicon projects, which has caused heated debates.
"The increase in investment is mainly due to the market warming up." Fu Caixia said that the domestic polysilicon production cost is about 50 US dollars / kg, the current price of 90 US dollars / kg so that everyone basically has money. However, she stressed that "Since late October, the price of polysilicon has been steadily decreasing." In addition, 2012 will be a period of concentrated outbreak of polysilicon production capacity in China, these factors make the situation next year is not optimistic.
Polysilicon was once supervised as an industry with overcapacity, but official documents for industry supervision have not been published. Recently, some media said that the relevant departments will gradually release the newly built and expanded polysilicon projects in China, but the approval will set a threshold, and the projects to be launched will be treated differently. The reporter consulted an expert who had participated in industry policy and technical standard formulation. He was not dissatisfied, but stressed that “the supervisory authority has never said that it should be a one-size-fits-all approach, and the technical content is high and the industrial chain high-end project is more likely to be approved.â€
According to public data, China's photovoltaic cell production consumed 30,000 tons of polysilicon last year, but China produced only 16,000 tons, which only meets the required 50%. Customs statistics show that in the first nine months of this year, China imported 31,500 tons of polysilicon, and its annual import volume is expected to exceed 40,000 tons.
According to "Daily Economic News" reporter statistics, in the past month or so, Hengdian East Magnetic and many other listed companies have reported crystal silicon wafers and solar cell projects, and the investment has reached hundreds of millions or even billions of yuan. Sichuan, rich in raw materials, is not idle. Recently, the subsidiary of British Renesas Group, Zhejiang Shenghui Sunshine Energy Co., Ltd. announced that it plans to invest RMB 23.5 billion in the construction of photovoltaic industry base in Sichuan, and will build new polysilicon and its supporting projects within five years. Bosideng, a famous clothing company, recently announced its formal entry into the solar photovoltaic field, and its partners have invested 6 billion yuan to build an annual output of 6,000 tons of high-purity silicon projects, which has caused heated debates.
"The increase in investment is mainly due to the market warming up." Fu Caixia said that the domestic polysilicon production cost is about 50 US dollars / kg, the current price of 90 US dollars / kg so that everyone basically has money. However, she stressed that "Since late October, the price of polysilicon has been steadily decreasing." In addition, 2012 will be a period of concentrated outbreak of polysilicon production capacity in China, these factors make the situation next year is not optimistic.
Polysilicon was once supervised as an industry with overcapacity, but official documents for industry supervision have not been published. Recently, some media said that the relevant departments will gradually release the newly built and expanded polysilicon projects in China, but the approval will set a threshold, and the projects to be launched will be treated differently. The reporter consulted an expert who had participated in industry policy and technical standard formulation. He was not dissatisfied, but stressed that “the supervisory authority has never said that it should be a one-size-fits-all approach, and the technical content is high and the industrial chain high-end project is more likely to be approved.â€
According to public data, China's photovoltaic cell production consumed 30,000 tons of polysilicon last year, but China produced only 16,000 tons, which only meets the required 50%. Customs statistics show that in the first nine months of this year, China imported 31,500 tons of polysilicon, and its annual import volume is expected to exceed 40,000 tons.
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