Wang Wei has not slept well for two or three months. He is hesitant to shut down his polysilicon plant in Ningbo, Zhejiang Province. According to his own words, if the market is not good, you can wait, but if the hardware requirements are not met, you can only close the door. Wang said that the "hardware" is the "Plastic Industry Access Conditions" (hereinafter referred to as "access conditions") announced at the end of last year. The rectification period required by the multiple thresholds set by this document is before the end of 2011. Meng Xianyu, vice chairman of the China Renewable Energy Society, told this newspaper that according to the access conditions, these polysilicon enterprises will either be rectified or closed. In the country, there are many small and medium-sized polysilicon manufacturers like Wang Wei. At present, there are more than 40 manufacturers in China that can produce polysilicon. However, in addition to the top vendors, most manufacturers are small and medium enterprises. In addition to policy factors, the current plunge in polysilicon prices has forced most small and medium-sized polysilicon plants to temporarily stop production. However, in the eyes of many SME owners interviewed by this newspaper, they are more worried that if the market is better next year, they will not be able to start work. Wang Wei, unwilling to disclose the name of the deadline own yard, but he did not mind to write his name. In his view, the name Wang Wei is very "popular". Even if he says it, no one will know that he is talking about him. Two years ago, Wang Wei opened this polysilicon plant in Ningbo. He has worked in the semiconductor industry for nearly a decade and is no stranger to the polysilicon industry. This factory has also brought him a lot of profit. In 2010, the photovoltaic industry was very hot, and Wang Wei’s days were booming. This year, orders from big manufacturers continued. Most of the polysilicon produced by his factory is supplied to photovoltaic companies in Jiangsu and Zhejiang. This year, Wang Wei’s operating income exceeded 20 million, but this good day is not long. On December 31, 2010, the United Nations Development and Reform Commission and the Ministry of Environmental Protection issued by the Ministry of Industry and Information Technology issued the “Environmental Access Conditions for Polysilicon Industryâ€, which set a high threshold for enterprises entering the industry, requiring solar-grade polysilicon projects to be larger than 3,000 tons per year, semiconductor-grade polysilicon. The project scale is greater than 1000 tons / year. In addition, solar-grade polysilicon reduction power consumption is less than 80 kWh / kg, less than 60 kWh / kg by the end of 2011. By the end of 2011, the solar-grade polysilicon production line with integrated power consumption greater than 200 kWh/kg will be phased out. If strictly implemented in accordance with the "Entry Conditions", Wang Wei's factory will certainly not meet the requirements. "Our factory is very simple, let alone the scale is not reached, energy consumption and other indicators can not meet the requirements." Wang Wei said. At the beginning, Wang Wei did not take this policy to heart. In his view, even if the country wants to manage, it is also in the management of large enterprises, big factories, small factories like him, still open to do business, "again, there are policies, there are countermeasures." In the first few months of 2011, Wang Wei’s factory orders were ok, even for a brief period of popularity. However, since the second half of the year, the market has turned sharply and the price of polysilicon has plummeted. At the same time, as the “big limit†gets closer, local authorities have begun a more rigorous review. "Maybe at the end of the year, the local government has to give an account of the above, and the inspection of small factories is becoming more and more strict." Wang Wei said. Today, Wang Wei’s factory is in a state of suspension, and it is difficult to have orders. In his view, the market is ever-changing, and may not know when the market is getting better. When the equipment is turned on, it can make money again. What he is worried about now is whether the country will strictly enforce the requirements for access conditions. To this end, Wang Wei often browses the relevant information online, and often communicates with some of his close counterparts. As a result of the exchange, he found that more and more companies were shut down in the surrounding areas. "Most of these factories have stopped production and have not closed down. When the market is good, they can reopen. But many of them are worried that they may stop and start again." Wang Wei said. The reshuffle of Meng Xianyu said that the country's reorganization and determination of the polysilicon industry is very big. SMEs either rectify or meet the conditions, or close the door. "By the end of this year, even if the market is not as bad as it is now, the shuffle will begin." At present, there are more than 40 polysilicon production enterprises under construction and preparation in China. Except for a few first-line manufacturing companies, most are small and medium-sized enterprises. This may not include the "small workshops" of dozens of people like Wang Wei. Wang Wei said that the number of companies like him cannot be counted. "Companies are very small, just a factory. Eat a market meal. However, from the Alibaba (microblogging) website should be able to find a lot." Wang Wei said. In fact, the reshuffle of the polysilicon industry has begun. A person from the Zhejiang Solar Energy Industry Association said that most of the polysilicon SMEs in Zhejiang have been in a state of suspension of production and semi-discontinuation. Since the second half of this year, polysilicon prices have plummeted all the way. Today, the domestic mainstream price of polysilicon is 350,000 yuan -390,000 yuan / ton, half of the price of 680,000 yuan -74,000 yuan / ton at the beginning of the year (February 15). Relevant data show that the current production cost of domestic first-line polysilicon producers is about 22 to 35 US dollars per kilogram; for SMEs, it is mostly 40 to 45 US dollars. The largest polysilicon producer in China, GCL-Poly, has a polysilicon capacity of 65,000 tons. The company has claimed that the cost of polysilicon is $20/kg. "According to the current price level of polysilicon of nearly 40 US dollars, SMEs have no space." Meng Xianyu said, "The next step is to see whether the price of polysilicon will continue to decline." A senior executive of Zhejiang Huihui Sunshine once said that if the price of polysilicon falls Below $35, domestic PV companies, including polysilicon companies, will lose money. More analysts say that there are only five to six companies that can survive. Meng Xianyu believes that this round of reshuffle, the biggest beneficiary is a large enterprise. In his view, a strong company can grow stronger in this round of shuffling. Today, Wang Wei is considering a turnaround and shutting down the plant from the polysilicon industry. Wang Wei believes that the market can wait for production to stop production, and wait for the market to be better, but if the policy is tight, there is no way to loosen it. There are not many people who have the same ideas as Wang Wei. Several polysilicon private enterprises that have been interviewed by this newspaper all say that it is the market that allows them to stop production. It is probably the policy that they may fail.
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