News>Polysilicon to improve the access threshold
Polysilicon to improve the access threshold
:Brewing for a long time, "polysilicon industry access standards" yesterday formally introduced. Access standards for the siting of polysilicon production, energy consumption, environmental protection, made clear the scale of requirements and restrictions, presented each new project the scale of solar grade polysilicon than 3000 tons/year and other requirements.
brewing for a long time, "polysilicon industry access standards" formally introduced yesterday, a ripple. TBEA reporter interviewed a polysilicon business more than other listed companies, the other party have said the polysilicon industry will thus usher in change in the situation, the introduction of access standards will be the elimination of backward small-scale enterprises, the overall impact on listed companies partial positive. Another industry expert pointed out that the stock market has experienced 冰火两重天, the future of new capital into the polysilicon industry will be more cautious, and only with the technological advantages and cost advantages of the enterprises will actively expand production of polysilicon.
Access standards for the siting of polysilicon production, energy consumption, environmental protection, made clear the scale of requirements and restrictions, proposed new scale of solar grade polysilicon project more than 3000 tons each/year requirements. Investment Advisor Jiang Qian, principal analyst of energy, "said polysilicon industry access standards" after the introduction of polysilicon industry, changes will occur, the weak out, will further consolidate the strong position, China will appear the next Seven or eight large polysilicon enterprises.
TBEA Silicon Industry Co., Ltd. of Xinjiang's regional manager, told a reporter: "The company a 1,500 tons/year of solar grade polysilicon production capacity of more than one year stability. Due to sales well, there are some gaps in the supply, now ready to expand production to 3,000 tons/year. the introduction of the standard polysilicon project TBEA little impact. "According to the sources, the current TBEA semiconductor companies are negotiating with the downstream, ready to output of electronic grade polycrystalline silicon products.
From the perspective of pollution and energy consumption, the domestic polysilicon production conditions existing presence of high emissions, high pollution, primarily for exhaust silicon tetrachloride, hydrogen chloride recovery rate is not high. Element analysis of securities from the country said: "domestic enterprises to introduce third-generation device is fully closed exhaust gas recycling can be done, and now have solved the problem of pollution, but it requires higher costs, only large companies can be achieved, small-scale production corporate emissions still not been effectively resolved. improve access standards can effectively control pollution. "
It is reported that the introduction of these standards from the financial crisis emerged after the polysilicon redundant construction and disorderly launched and other issues. To this end the Ministry of Industry and the State Council in August 2009, September has issued a "2009 report on China's industrial economic operation in the summer" and "On the suppression of excess capacity in some industries and redundant construction and guide the healthy development of industry, a number of views." A discussion of these standards has been involved in a company executive said: "According to the polysilicon industry, access standards, currently more than 40 polysilicon enterprises, only a quarter to reach this level. Standards after the introduction of half of the polysilicon enterprises out. "
from Bohai Securities analysts pointed out that the introduction of access standards in favor of a technical and cost advantages of large production enterprises, with more reasonable profit as well as downstream of polysilicon increased demand for battery components, with a long chain of photovoltaic production enterprises more worthy of good. Statistics show that since the fourth quarter of 2010, the Government approval of the polysilicon project is minimal. Meanwhile, the PV market by foreign driving warming, China's PV industry to maintain rapid development in 2010, is located upstream of the polysilicon industry demand.
Customs data shows that by 2010 China's polysilicon production capacity and output will be over 80,000 tons and 40,000 tons, and 11 months of imports amounted to 6,153 tons, Jan. 11 months total imports 41,900 tons. This reporter learned that, due to the higher threshold of silicon technology, building production cycle, generally more than two years, domestic investment and construction of the polysilicon production capacity is difficult to speed up production, but also under the influence of the financial crisis, many companies are not in accordance with the planning expansion, leading to 2010, China still needs to import several tons of polysilicon.