Overcapacity prices plummeted in the polysilicon domestic market urgently needed to be shaken

The polysilicon industry, which is the upstream industrial chain of the solar photovoltaic industry, is experiencing rapid development due to the high concentration of capital and mature R&D technology. It is also experiencing a development bottleneck as the export market declines, the domestic demand market is weak, and production capacity is relatively surplus. Data show that in 2011 China's mainstream price of polysilicon plummeted by 70%; from January to May of this year, the development of the domestic polysilicon industry was also sluggish. How to solve the industrial development problems? Recently, Liu Hanyuan, member of the Standing Committee of the National Committee of the Chinese People's Political Consultative Conference (CPPCC), appealed through the media: The state should introduce supportive policies, laws, regulations, and other supporting measures to increase the application of photovoltaic energy in the domestic market; at the same time, the production enterprises will strengthen the development of the domestic market through internal training and strong cooperation. Ability.

Liu Hanyuan said that after the accumulation in the last five years or so, China's polysilicon industry has already had its place in the global market. As of 2011, China's polysilicon production has accounted for nearly half of the world's total production; at the same time, leading manufacturers can almost be in the same level as the US, Germany, Japan, and other countries in terms of energy consumption, material consumption, and environmental governance. on. Today, China's polysilicon industry is fully capable of competing with foreign companies on the same stage. However, incompatible with the rapid growth of technology, due to the lack of effective policies and support in promoting the application of photovoltaic industry in recent years, the application of photovoltaics in the domestic market has not been strong, and to a certain extent, the polysilicon industry has become excessively dependent on the export market. Prices are subject to greater fluctuations due to the impact of the international economic environment.

Liu Hanyuan believes that the space for China's photovoltaic application market is much larger than that of the EU market, and the annual increase in electricity consumption and stock is greater than the sum of all EU countries. Therefore, the development prospects of China's polysilicon industry are very optimistic.

So, how to make the polysilicon industry attractive development trend presented in the market? The answer given by Liu Hanyuan is: Production companies should learn to walk on two legs. Among them, maintaining exports and exports and actively occupying the international market is a leg; the other leg is to make the domestic photovoltaic market bigger and stronger. He believes that China's lighting conditions and photovoltaic resources are much better and much more abundant than those of most photovoltaic powers in the world, such as Germany. Solar output per unit area is almost 150% to 200% of that of Germany. China has sufficient conditions and reasons to accelerate Development of solar photovoltaic industry. However, how to shake up the domestic photovoltaic application market is an issue that needs to be solved urgently.

According to reports, the effective start-up of the European market for photovoltaic applications depends on the government's subsidy for electricity prices at around €0.4. Thanks to the government's cultivation, the EU's photovoltaic industry's equipment manufacturing and process manufacturing levels have been greatly enhanced, and the economies of scale have also been fully realized. The production costs are basically close to those of traditional energy users.

Liu Hanyuan analyzed that solar photovoltaic power generation, as an economical, clean, environmentally friendly, sustainable human ideal energy source, is an important way to ensure China’s future energy security, change the economic development model, and the individual’s future survival. Therefore, at present, China's photovoltaic industry is at a critical stage of development bottlenecks. It is necessary for the country to start from the determination of PV on-grid price, encourage domestic capital, especially private capital, to enter the photovoltaic field, and appropriately release downstream administrative examination and approval procedures. The scope of application is to build a development platform for the polysilicon industry.

He also stressed that in addition to policy-level support, polysilicon producers should also work hard to improve their production processes, constantly reform their product lines, continuously increase production efficiency, and increase their ability to explore markets and sustainable development. At the same time, it is an indispensable path for the industry to resist the "winter" and strong market by fostering several "aircraft carriers" with strong competitive power and obvious comprehensive advantages in domestic and international markets.

The good news echoed by Liu Hanyuan’s appeal is that, in view of the current status of the domestic polysilicon industry, many departments and associations including the Ministry of Industry and Information Technology have held discussions and discussions with companies in order to introduce effective measures. Perhaps, the days of supporting the development of polysilicon and photovoltaic industry from the policy level are no longer far away.