Polycrystalline silicon “double reverse” or weaken the international competitiveness of enterprises in the Middle?

Polaris solar PV net news: recently the Commerce Department announcement of joint customs, suspended since September 1, 2014, the acceptance of applications for solar-grade polysilicon processing trade imports. Middle and lower part of photovoltaic manufacturing companies would like to express, which will speed up and downstream enterprises investing abroad, reducing the domestic photovoltaic jobs, eventually undermine the international competitiveness of PV industry in China.

Middle and lower reaches of the manufacturer was forced to build plants overseas

“Currently China leading of wafer enterprise more overseas enterprise cost advantage in 8%-10% around, by processing trade to general trade Hou, wafer enterprise increased has polysilicon imports tariff, and anti-dumping tax, and VAT and corresponding of funds cost, and face due to United States polysilicon imports channel was seal blocking and brings of price rose, polysilicon procurement cost of increased will makes wafer enterprise global competition advantage serious weakened”, SEMI PV Consultant Committee PV Crystal points Board will related expert says.

Some manufacturers, for example, general trade imports from OCI poly silicon material, the cost will increase by about 18%, and polysilicon wafer costs about 45%, wafer cost eventually will go up around 8%.

Under this pressure, to avoid barriers to trade, middle and lower reaches of the manufacturer was forced to build plants overseas to offset the impact of higher procurement costs of polysilicon. It is understood that the ja, Crystal branch in South Africa build components plant, chint acquisition Germany Conergy in Frankfurt assembly plant. At present, single crystal maker Comtec has in Malaysia plant.

Domestic polysilicon is not an advantage

SEMI monocrystalline photovoltaic PV Advisory Board Subcommittee of experts also noted that domestic manufacturers are mostly export-oriented processing trade is the main way to expand overseas markets, suspended export channel polysilicon processing trade restrict direct wafer, reducing China’s manufacturers of jobs, but also may lead to monopolies.

According to 2013, China’s wafer production 23GW, exit 7.3GW; module production 26GW exits 16GW per cent imported polysilicon 80,000 tons. Import of polysilicon to wafers or components for export overseas. Even on the occasion of PV Application market has a large boot, middle and lower reaches of photovoltaic products are still more than 60% need to export, particularly enterprise exports account for greater than.

Does not yet have the advantage of domestic polysilicon costs and quality, unable to meet the development needs of high performance wafer. Future PV market will to n type efficient development, currently domestic Silicon material due to quality also cannot stable supply, such as: n type crystal of less child life specifications for ≥ 1000us, domestic polysilicon this specifications requirements Xia of not rate for 15%-20%, and imports polysilicon of not rate only for 0.5%-0.9%, suspended polysilicon processing trade will weakened China high-end PV products of competitiveness, not conducive to China PV industry participation future of competition..

It is understood that as the nation’s largest polysilicon manufacturers and silicon vendors, GCL owns 65,000 metric tons of polysilicon production capacity and wafer capacity of 13GW, 2014 polysilicon domestic market share reached 55.7% in the first half. Policies will encourage formation of monopoly status minorities, not conducive to the healthy development of polycrystalline silicon industry.

Middle and lower domestic PV enterprises therefore calls upon should focus on PV middle and lower reaches of the practical difficulties of enterprises, providing smooth channels of polysilicon processing trade, strengthen the international competitiveness of PV products.

Original title: poly-SI induced by double-reverse, or middle and lower damage weaken the international competitiveness of enterprises

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