Domestic polysilicon manufacturer "vulnerable" will become the photovoltaic industry risks

Polysilicon, a company has so many fascinating word. In recent years, the worlds semiconductor industry and T7525EC datasheet and the development of photovoltaic industry, especially by driving the development of silicon solar cells, polysilicon market is growing fast. Its price from the beginning of 2006 more than 50 U.S. dollars per kilogram, rose to 100 U.S. dollars, rose to 480 when the highest dollars.

Strong demand and T7525EC price and profits to stimulate the large number of domestic listed companies to join the polysilicon industry. According to the Investment Advisor in the latest release of "2009-2012 China Polysilicon Industry Investment Analysis and T7525EC suppliers and Forecast Report" shows that from the second half of 2006, the concept of polysilicon in the country is gradually warming up, many listed companies have to get involved. Polysilicon project in China since 2006, total investment reached 44 billion yuan. However, with the international financial crisis, unexpected, once the darling of the market has passed their prime, or even to become "one of the worst fall." Long-term polysilicon contracts from 2009 to 2008, the weighted average price decreased by 30% compared to 107 U.S. dollars / kg, spot prices in May 2009 had dropped to 60-70 dollars / kg.

Investment Advisor in the energy industry analyst, said Jiang Qian, generally in the domestic cost of polysilicon per kilogram from 50 to 70 U.S. dollars, there is no closed loop production of individual companies, the cost of up to 100 U.S. dollars per kilogram. This means that domestic polysilicon has been quite meager corporate profits, or even the status of operating losses. In sharp contrast, the international giants such as Japan, Tokuyama, REC of Norway Hemlock seven major U.S. manufacturers can be controlled at the lowest cost U.S. $ 15 -20.

Jiang Qian also said that along with the recent the recent series of new energy policies in China have been put forward, the domestic PV market opening soon. Latest news shows, June 6 Suntech Power and Tibetan Autonomous Prefecture in Qinghai Haixi Mongolian Ulan County signed a construction 5G W photovoltaic power generation projects of strategic cooperation agreement, the total investment of 800 billion. But look at the status of domestic polysilicon industry, perhaps will be the rapid development of photovoltaic industry in a big risk.

Jiang Qian that a rapid development of new industries, the premise must be involved in the midstream and downstream industry chain, the simultaneous development of related industries. And this development has the capacity not simply be promoted, more importantly, the premise of the master core technologies to enhance the international competitiveness. If the terminal earlier in the overseas market concentration is the biggest bottleneck in polysilicon industry, then the post-crisis era, gradually open domestic market, domestic enterprises face due to high cost puts a result of the embarrassment of products uncompetitive. If the domestic polysilicon manufacturer does not seek a breakthrough in the technology sector as soon as possible, then the future will be affected more than a single polysilicon business interests, the domestic photovoltaic industry will probably be the constraints of international polysilicon manufacturers.