Since the end of last year, four of China's largest polysilicon companies, such as Luoyang Zhongsi, Jiangsu Zhongneng, Sichuan Daquan and LDK, have noticed that although domestic and international polysilicon prices are falling, the import prices of polysilicon products from South Korea and the United States are low. Quoted by Chinese counterparts. "In this case, several of our big companies have to think of ways, so that all Chinese companies will collapse after the competition." Mr. Yu, the internal management of the above polysilicon company, revealed to the "First Financial Daily" reporter that four After deliberating and collecting materials, the company submitted to the Ministry of Commerce in the first half of this year, hoping that the government can conduct anti-dumping and countervailing investigations on the above-mentioned overseas enterprises. Domestic and foreign polysilicon production capacity has been surplus, and today's imported ultra-low-cost polysilicon products have hit the domestic market. The industry estimates that about 80% of domestic polysilicon companies have stopped production. Severe excess data from the China Electronic Materials Industry Association show that the total global production of polysilicon in 2011 was 240,000 tons. According to relevant data, China's polysilicon production was about 83,000 tons in that year, and the amount of solar-grade polysilicon imported from China was about 63,000 tons. The total combined total is estimated to be 146,000 tons. However, the total world demand in the year was only 140,000 tons. The amount of polysilicon from local Chinese manufacturers and overseas importers has exceeded the total demand of the world. Polysilicon is an important raw material for the manufacture of crystalline silicon solar cells, and it is also a very intensive part of technology and investment. As early as 2007, the global production of polysilicon was dominated by large companies such as Germany, the United States and South Korea, because at the time several major companies around the world were not willing to transfer the technology to improve Siemens. At the same time, the European-based photovoltaic industry, which is dominated by Germany, has received strong support from the government, which has led to a surge in demand for batteries. It has also made polysilicon products in short supply, and many large Chinese companies have also been involved. At that time, after several billions or even billions of funds were set up to build production facilities and introduce high-tech talents, individual enterprises including Jiangsu Zhongneng and Daquan Polysilicon quickly entered the industry, and China's polysilicon production has also been greatly improved. According to data obtained by a reporter from a photovoltaic company, in 2008, the total output of domestic polysilicon was only about 4,600 tons, but the output from 2009 to 2011 increased to 20,000 tons, 45,000 tons and 82,000 tons. The output in the first four months reached 24,300 tons. At the same time, a large number of overseas low-cost polysilicon hit the domestic market. In 2008, the United States and South Korea imported 5,371 tons and 1932 tons of polysilicon, respectively. However, by 2011, the imports of polysilicon from the United States and South Korea exceeded 17,000 tons and 21,000 tons respectively, of which South Korea’s market share in China rose from about 10%. To 15%. After accumulating data in recent years, the reporter found that China (polysilicon production) accounted for 52% of domestic demand, and imports from South Korea and the United States accounted for 13% and 16% respectively. It can be seen that Hanmei's polysilicon has reached nearly 30% of the domestic market demand. Feng Dezhi, general manager of Sichuan Yongxiang Polysilicon Company, also admitted that the import of foreign polysilicon has had a great impact on Chinese companies. “The low-priced dumping of European and American companies, local trade barriers and unreasonable trade protection are all harmful to Chinese companies. From January to May this year, China's imports of polysilicon have exceeded 40,000 tons. These low-priced dumped products have caused great pressure on domestic companies in terms of cost." SMEs have stopped production from January to June 2012. Domestic polysilicon prices have fallen by more than 25%. It is reported that from the national situation, 43 polysilicon enterprises that have been put into production, only 7 companies are still in production, and the rest of the companies have closed production lines, with a stop rate of 80%. In addition to the impact of imported low-cost polysilicon, small and medium-sized companies have stopped production, which is related to their own situation. The first is the sharp drop in polysilicon prices. Since 2006, polysilicon prices have risen and fallen like “roller coastersâ€. First, it touched a high of 400 US dollars per kilogram from 2008, and then fell sharply in the next 2-3 years. The most recent decline was started a year and a half ago: around March 2011, the price of the product was 70~80 USD/kg, and the price today has dropped to 20~22 USD/kg. The price has dropped to a large amount. Polysilicon companies have had catastrophic effects. In addition to a few polysilicon companies such as Daquan, Luoyang Zhongsi, Jiangsu Zhongneng, and LDK, it is estimated that few can achieve low energy consumption and achieve breakeven. This also shows that most domestic small and medium-sized polysilicon enterprises can hardly stand the test of ultra-high technology and ultra-low energy consumption. This is also related to the fact that many investors blindly intervened in the polysilicon industry. Second, it is also true that it is difficult for small and medium-sized companies to compete with large companies. According to the reporter's understanding, the current price of polysilicon has fallen sharply, in addition to the overcapacity of PV modules (over-components - low price competition for components - upstream polysilicon prices have to be sold at a reduced price), while some large polysilicon companies themselves are also selling. Many polysilicon companies have signed contracts with downstream customers for hundreds of millions of dollars and with a term of 2018. Therefore, in the current market downturn, the two sides may be carrying out such an operation: that the long-term performance will continue to perform at a slightly higher price (such as 35 to 40 US dollars / kg), coupled with some 15 to 25 US dollars / kg Spot low-cost polysilicon, so the overall procurement cost of downstream wafers and components is still low. Some small and medium-sized polysilicon companies, which are mainly based on spot sales, must follow the spot market price and have to sell at a reduced price. They eventually have to stop production due to cash flow or capital chain breaks.
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