Less than a week before the important 70-dollar mark on the station, the spot price of polysilicon broke through 90 dollars last week. Many observers expect that the price of silicon material will be almost unstoppable when it breaks through 100 dollars during the year.
The reason for this is that the judgment on "overcapacity of polysilicon" seems to be a bit misleading now." 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 spot production is insufficient. At present, based on the existing production capacity, there is still a demand gap of about 50%, which has become a major incentive for the current price of silicon material.
There is also a large amount of data showing that the PV market will continue to be in short supply in the short term.
According to a person familiar with the industry, due to the shortage of supply, polysilicon prices in some spot markets have exceeded $90 last weekend, only one step away from the important threshold of $100.
“At present, in the spot market, there is a continuing shortage of polysilicon materials.†According to the person familiar with the matter, Jiangsu Zhongneng, the largest polysilicon producer in China, started to produce silicon wafers in September to meet the production of wafers. The same is true for large polysilicon producers and the largest wafer producer, LDK, for the spot market. The production capacity of the plant is mainly used for the prepayments received, and other large plants are also long. Single lock; not only that, Ningxia Sunshine's silicon material offer is only valid for the day.
As for the overseas market, the source said that the price of pure silicon in Japan's Deshan has exceeded $90 last week; the capacity of the German WACKER company before 2012 has been sold.
At the European annual PV conference held in Valencia last week, major manufacturers also began to throw out a large number of orders in 2011, indicating that the PV market will still be in short supply in the short term.
According to customs data, domestic polysilicon imports in June 2010 were 3,784 tons, an increase of 208.1% year-on-year. From January to June, the total domestic polysilicon imports reached 19,333 tons, and last year's domestic polysilicon production was only 10,000 tons.
“From the European PV conference held last week, the transaction is still very hot, regardless of silicon materials, wafers or components are ushered in a large number of orders in 2011. It can be seen that strong demand is likely to continue until the first half of next year. "The above-mentioned insiders said.
In this regard, Jingao CEO Fang Peng told this reporter that the photovoltaic market will be stable and rising next year. It was rare for the company to seize more than 500 megawatts of orders at the conference.
At present, as the mainstream of the industry, crystalline silicon Battery components have been significantly reduced in price compared with last year, but the utilization efficiency of silicon is constantly improving. In this case, Chinese companies are gradually expanding their share of the global PV market with cost advantages.
However, some insiders believe that the market firestorm will lead to more practitioners to join, the competition in the photovoltaic industry will be more intense, and ultimately will lead to industry reshuffle.
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