Polaris solar PV net news: according to the latest customs statistics, November 2015 China poly silicon imports broke again, 10028 tonnes, significantly increased 33.6% per cent, primarily due to the current month from Korea imports to return to peak at 4687 tons, accounted for 46.7%. October imports is due to the decline of Korea some polysilicon manufacturers to stop production and repair, from Korea imports in total imports are down. Average prices for imports in November fell to $ 16.93 per kg per cent 2.5% per cent, while from the United States and Germany month import prices are rising, United States rose as high as 51.7%, only Korea below $ 15 per cent to $ 14.20/kg, resulting in November overall import price decline. Thus, since Korea changes in imports and rise in import prices for imports and price have played absolute lead.
In November since the United States imports are reduced 11.1% per cent to 474 tonnes, but by way of processing trade imported 331 tons, than correction, up to 69.9%. Was mainly due after August 31 are due part of the handbook after special approval again to continue to implement the order, customs data processing trade imports are still in there. November total taxable non-General trade imports 2464 tons of polysilicon, 24.6% per cent of total imports for the month, this form of duty-free imports mainly 2292 tons as “bonded warehouse” approach clearance, required regulatory attention.
In addition, is still noticeable in November from Taiwan re-entering the domestic polysilicon capacity of 1004 tons, in the proportion of total imports for the month still 10%, already five months beyond the United States became China’s third largest importing region. It is well known that Taiwan not polysilicon production enterprise, but customs data of Taiwan appears as a country of origin, can be falsified certificate of origin, the other is the need to impose steep tariffs the United States Silicon re Taiwan, processed into ingots exported in mainland China to avoid lines. It is understood that the recent Taiwan from the United States imported polysilicon and Taiwan enter the domestic polysilicon agreement, Taiwan from the United States imported polysilicon almost the whole amount transferred to mainland China, United States Silicon by Taiwan re escape phenomenon of increasingly rampant.
Figure 1 November 2014-November 2015 polysilicon average prices for imports and import diagram data source: customs
According to November points country imports data displayed, 1-November cumulative total imports volume 106447 tons, compared increased 14.5%, which since Korea, and United States, and Germany, and Taiwan four a area total imports polysilicon 8766 tons, accounted for total imports volume of 87.4%, which from Korea imports volume for 4687 tons, accounted for total imports volume of 46.7%; from United States imports volume for 474 tons, accounted for total imports volume of 4.7%; from Germany imports volume for 2601 tons, accounted for total imports volume of 25.9% From Taiwan imports of 1004 tons, total imports of 10%; 1262 tonnes were imported in other regions, accounted for 12.6%.
Figure 2 November 2015 countries proportion of imports source: customs
It is worth noting that the following three points:
First, in November from Taiwan imports of 1004 tons polysilicon, 10% per cent of total imports for the month in January-November, Taiwan imported 9258 tons, an increase of 18.3%. Until June 2015, Taiwan imports accounted for at around the tune of basic, starting from July, Taiwan imports than increasing until it hit its record high in October 14.3%, as of November had five months beyond the United States became China’s third largest importing region. Practical beyond the United States and it is not surprising that, apparently due to directly import United States of polycrystalline silicon, now entered the Chinese market, and bypass Taiwan, after processing into the domestic continues to hit the market. In November, for example, from the United States and Taiwan imported a total of 1478 tons, and processing trade alone without having to plug from the United States imported almost the same amount, therefore inferred from Taiwan polysilicon are mostly imported from the United States to enter Taiwan, processed into ingots and then re-exports to China, but also a forged certificate of origin may be. Transit Taiwan on anti-circumvention is more important that severely weakened the “double reverse” and “58th,” is effective, the impact on domestic polysilicon companies continue, therefore blocking Taiwan transit vulnerability is the immediate top priority.
Figure 3 countries (Korea and the United States, and Taiwan), proportion of imports
Second, in November from Korea imports of 4687 tons of polysilicon, 46.7% per cent of total imports for the month, significantly increased 52% per cent in November from the Korea import back into peak, mainly because Korea overhaul enterprises to resume production, supply returned to normal. 1-November accumulated since Korea imported 45902 tons, 43.1% per cent of total imports, imports increased significantly from a year 42.8%. Korea’s major exporters OCI and Korea Silicon (HankookSilicon) tax rate of only 2.4% and 2.8%, anti-dumping duties on it does not have any impact, Korea in May 2014 more than United States and Germany, one of the world’s largest source of imports, continuously for more than a year, has remained a priority. November Korea 689 tons of polysilicon by way of processing trade imports, accounted for the month from Korea’s imports of 14.7%. Meanwhile, in November since Korea import prices fall below $ 15 per cent to $ 14.20/kg per cent 6.2% per cent, up by 30.5%. These data shows that, on the one hand, the “58th,” strictly after implementation of Korea by way of processing trade to avoid anti-dumping duties less, on the other hand, due to “double” the Korea anti-dumping penalties too weak, Korea whether it is in the general trade and processing trade exports to China, had no effect on its, and it can be repeatedly lower the price dumping. Obviously, Korea imported both from the price or import production had serious impact on domestic markets, so Korea review dumping should be put on the agenda in a timely manner.
Three-way, according to the trade in November 2015, China’s processing trade imports 2464 tons, accounted for 24.6%, has been at around the 20% in March. 1-November accumulated by processing trade imports 48423 tons, 45.5% per cent of total imports. Points country specific seems: November since Korea by processing trade way imports polysilicon 689 tons, accounted for since Korea imports total of 14.7%, 1-November cumulative since Korea by processing trade way imports 15012 tons, accounted for cumulative total imports volume of 32.7%, even 2.4% of tax are to through processing trade way avoid; November since United States by processing trade way imports polysilicon 331 tons, accounted for since United States imports total of 69.9%, again return became processing trade accounted for than highest of national November volume of processing trade has rebounded largely due to Manual orders that are not completed before the August 31 after special approval of the extension. 1-November accumulated since the United States by way of processing trade imports 11683 tons, 88.5% per cent; in November from Germany by way of processing trade imports 1292 tons of polysilicon, Germany’s imports of 49.7%, mainly with imports in bonded warehouses storing delayed cargo release related. In November Germany in the bonded warehousing of 1267 tons of transit goods, other than general trade imports almost all in the bonded warehouse, Germany in November, bonded warehouse 55.3% proportion of the total re-exports, United States 14.1%, Korea 24.1%, “bonded warehouse” has become the main way of circumventing the sanctions, require regulatory scrutiny.
Figure 4 from the United States by proportion of processing trade imports
Country-specific statistics are as follows:
November 2015 from the Korea import of 4687 tons of polysilicon, the chain increased substantially by 52% November import price below 15 USD/kg and then a record low, down 14.20 USD/kg, or 6.2% per cent.
2015 1 November accumulated from the Korea import polysilicon 45902 tons, an increase of 42.8% 1-today November imports averaged 16.54 USD/kg, or 21.1% per cent.
Figure 5 from Korea imported polysilicon materials data sources: customs
November 2015 the United States imports of 474 tons of polysilicon, the chain fell by 11.1%; unit price of imports in November rose sharply to 35.28 dollars/kg per cent 51.7% per cent.
2015 1 by November from the United States imported polysilicon 13208 tons, down 34.7% 1-November import price of 18.19 USD/kg, compared with 2% per cent.
Figure 6 from the United States imported polysilicon materials data sources: customs
November 2015 from Germany import of 2601 tons of polysilicon, the chain increased 5.8% November import price was 19.14 USD/kg, per cent 3.6% per cent.
Today 2015 1 November from Germany import of 29236 tons of polysilicon, growth 8.5% 1-November accumulated import price of us $ 20.34 per kg, compared with 13.8% per cent.
Figure 7 from Germany imported polysilicon materials data sources: customs
According to customs statistics, in November 2015, China exported 591 tons of polysilicon, from the 51%, today 1-November exports 7023 tons, up substantially by 230%.
Table 1 2014-2015 China poly silicon imports (unit: ton, $/kg) data sources: customs
Original title: November polysilicon imports again breaking Korea lower taxes, Taiwan re vulnerabilities still