In 2013, China's polysilicon industry helped the photovoltaic industry

The Ministry of Commerce issued an announcement on the 18th, and decided to take temporary anti-dumping measures against solar-grade polysilicon from the United States and South Korea from the 24th. The industry generally believes that although the preliminary ruling has not involved EU products for the time being, it is also a mock and timely rain, which will help alleviate the current crisis facing the whole industry.

Maintain a fair trade environment

In the photovoltaic industry, more than 80% are crystalline silicon photovoltaic cells, and polycrystalline silicon is its most basic raw material.

On July 20, 2012, the Ministry of Commerce announced that it would file a “double anti-" (anti-dumping, counter-subsidy) case against the United States and South Korea in the field of polysilicon. On November 1 of the same year, the Ministry of Commerce filed a “double-reverse” case on the polysilicon produced by the European Union, and merged it with the polysilicon of the United States and South Korea. This formed a "polysilicon double-reverse case" involving the United States, South Korea and the European Union.

Case applicant Shu Hua, chairman of Jiangsu Zhongneng Company, believes that China's photovoltaic industry is in a period of constant sensitivity to disputes with Europe and the United States. This preliminary ruling released China's firm determination to maintain the long-term healthy development of the photovoltaic industry.

Wang Bohua, secretary-general of the China Photovoltaic Industry Alliance, said that since the EU’s anti-primary ruling on China’s PV products, China and the EU have been negotiating “prices” and trying to reconcile. "This time the EU and the United States and South Korea are treated differently. To a certain extent, it is the Ministry of Commerce's "retention" to the EU."

Lu Wei, secretary-general of the Polysilicon Industry Technology Innovation Strategy Alliance, said: "The Ministry of Commerce has taken the initiative at a critical moment and assumed the responsibility of maintaining a fair trade environment and saving the polysilicon industry."

In the second half of 2012, the spot prices of polysilicon exported from the United States and South Korea to China continued to drop, falling back to 16 to 18 US dollars. The highest cost of polysilicon companies in the world, the combined cost is 20 US dollars / kg. The polysilicon enterprises in the United States and South Korea are obviously unfair competition, and China's polysilicon industry is thus in the doldrums.

Industry "strong" is the first

Wang Bohua introduced that since the "polysilicon double-reverse case" involving the United States, South Korea and the European Union has been on its own, there has been a tangled situation between the upstream and downstream of China's photovoltaic industry.

"In the early stage of the 'raw material is subject to people' dilemma, the photovoltaic downstream industry had a strong desire to promote the development of the domestic polysilicon industry. However, the United States, the European Union's photovoltaic module near China 'double reverse' market shrinking, the photovoltaic downstream industry entered In the era of small profits, it is very sensitive to fluctuations in raw material prices," said Wang Bohua.

"The EU's PV module's 'double-reverse' damage is not only the photovoltaic downstream industry in China, but also the polysilicon industry in the raw material end. At this point, China's polysilicon industry and the PV downstream industry are resting together." Lu Wei said, "Polysilicon The industry has always found a balance between its own interests and the interests of downstream industries."

Liu Mingli, an associate researcher at the China Institute of Contemporary International Relations, pointed out that although China has long been the "largest photovoltaic country", it is subject to the market and raw materials "both outside the head" and is suppressed at the low end of the international division of the industrial chain.

"Once it is positioned at a relatively low level, it is very difficult to turn over. China's photovoltaic industry is just in the process." Liu Mingli believes that the "polysilicon double-reverse case" preliminary ruling is China's topping photovoltaic downstream industry overseas. The pressure of market shrinkage is a difficult choice between local interests and long-term overall interests.

Price rebound or limited

The preliminary ruling of the Ministry of Commerce means that overseas polysilicon, which accounts for more than 60% of China's market share in the first quarter of this year, will inevitably increase its selling price. The polysilicon industry said it will only pull prices back above normal costs and will not take the opportunity to lift.

The cost of China's polysilicon enterprises has been opened to form three grades. The first grade is a small number of enterprises represented by GCL-Poly, reaching a full cost of 20 US dollars / kg, and the second grade is between 25 US dollars and 30 US dollars. The third-grade enterprise is 30 to 40 US dollars / kg.

According to Zhao Jiasheng, vice president of China Nonferrous Metals Association, GCL-Poly has the world's largest capacity, about 65,000 tons, which can meet the domestic market demand of about 50%.

Although Zhu Rongshan, the chairman of GCL-Poly, declined to disclose the specific price adjustment strategy, he said that it would overcome the difficulties with the downstream PV industry. “The company has been operating at full capacity as early as a few months ago.”

In addition, Zhao Jiasheng analyzed that some overseas polysilicon may be transferred to Taiwan, South Korea and other places, processed into silicon wafers, and then exported to China. This circumvention of "double opposition" will weaken the effect of this preliminary ruling to a certain extent.

Dr. Wang Shijiang from the China Photovoltaic Industry Alliance Secretariat said that the supply and demand side of polysilicon does not support the price increase. At present, the global polysilicon market is in an oversupply situation. Only the top five global suppliers such as GCL-Poly, Germany's WACKER and South Korea's OCI will be able to supply full year 2013 demand.

"The initial cut of 'polysilicon double anti-case' is not a panacea, but only provides a buffer period for the development of the whole industry. It is a long-term policy for enterprises to take advantage of the formation of competitiveness comparable to polysilicon giants at home and abroad." Wang Bohua said.

Water Pump

Water Pump,Industrial Water Pump,Circulating Pump,Centrifugal Water Pump

Shanghai NuoSai Pump Manufacturing Co., Ltd. , https://www.nuosai.net