The reason for this is that "the judgment on the excess capacity of polysilicon" is now somewhat misguided. "Cui Rongqiang, executive director of the China Renewable Energy Society and deputy director of the Photovoltaic Professional Committee, told this reporter that this year's domestic polysilicon production was insufficient, resulting in At present, based on the existing production capacity, there is still a gap of about 50% in demand, which has become a major incentive for the increase in the price of silicon materials in the current round.
A large amount of data shows that next year the PV market will still maintain the short supply pattern.
According to a person familiar with the industry, due to tight supply, some polysilicon quotes in the spot market have exceeded US$90 last weekend and are only a step away from the important US$100 mark.
"At present, in the spot market, there has been a continuous shortage of polysilicon materials." According to informed sources, the largest polysilicon producer in Jiangsu, Jiangsu Zhongneng, began production in September from the beginning of September. The same holds true for large polysilicon manufacturers and LDK, the largest silicon wafer maker. The silicon material used in the spot market is basically absent; the production capacity of the plutonium plant is mainly used for the part that has been paid in advance, and several other large plants are also being used for long. Single-locking; Not only that, Ningxia Sunshine's silicon material quotation is even valid on the same day.
As for overseas markets, the source said that the quotation of pure silicon in Deshan, Japan, had exceeded US$90 last week; Germany’s WACKER’s capacity before 2012 had already been sold.
At the European Photovoltaic Conference held in Valencia, Spain, last week, major manufacturers began to throw orders in 2011, indicating that the PV market will still be in short supply in the short term.
According to customs data, the domestic polysilicon import volume in June 2010 was 3,784 tons, an increase of 208.1% year-on-year. From January to June, the total amount of domestic polysilicon imports was as high as 19.33 million tons, and last year the domestic polysilicon production was only 10,000 tons.
“From the situation of the European Photovoltaic Conference held last week, the transaction is still very hot. Whether the silicon materials, wafers, or components have received a large number of orders for 2011. It can be seen that strong demand is likely to continue until the first half of next year "The above industry insiders said.
In this regard, Jingao CEO Fang Peng told this reporter that the photovoltaic market next year will be a stable pattern. It was rare for the company to seize more than 500 megawatts of orders at this meeting.
At present, as the industry's mainstream crystalline silicon cell components have been significantly reduced prices compared to last year, but the utilization efficiency of silicon is continuously improving. Under such circumstances, Chinese companies are gradually expanding their share of the global PV market by virtue of their cost advantage.
However, there are also industry insiders believe that the market will trigger more practitioners to join the hot, the photovoltaic industry will be more intense competition, and ultimately will lead to industry reshuffle.