The hottest policy is good, and the polysilicon in

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Favorable policies are expected to stabilize the polysilicon industry

2015 can be called the "import year" of polysilicon, because since January this year, polysilicon has entered the domestic market with a momentum of overwhelming momentum, causing many shocks to the domestic supply and demand balance and polysilicon price

according to customs data, China imported 10942 tons of polysilicon in June this year, and the cumulative import volume in the first half of the year was as high as 60088 tons, a sharp increase of nearly 40% over the same period last year. The average monthly import volume was nearly 10000 tons, accounting for 44% of the average monthly domestic supply. China's polysilicon imports are mainly from South Korea, the United States, Germany and other countries

as of June 30, 2015, the price of polysilicon in China has been as low as 11.3 yuan per kilogram, which is lower than the level before the final determination of the United States and South Korea in early 2014

it is worth noting that most of China's polysilicon imports are carried out in accordance with the mode of processing trade, which is beneficial for importing countries to avoid the cost of anti-dumping duties

relevant analysts believe that if the announcement on suspending the import of solar level polysilicon processing trade (i.e. "No. 58" document) is not strictly implemented as scheduled, China's polysilicon import situation will remain large in quantity and low in price for a long time in the future. Analysts also predict that the domestic polysilicon market will continue to fluctuate slightly under the influence of South Korea, the United States and Germany

It is understood that in the first half of this year, China imported 24033 tons of polysilicon from South Korea, about 15.8 yuan per kilogram; The import volume of the United States is 10903 tons, and the import price is about 14.3 yuan per kilogram; The import volume of Germany is 16660 tons, and the import price is 19.41 yuan per kilogram; Polysilicon imports from other parts of the world were 8493 tons, accounting for only 14.1% of the total

analysts pointed out that this situation has led to high inventories and expanded losses of domestic polysilicon enterprises

Wang Tengjiao, polysilicon analyst at business news agency, said in an interview: "the reasons for the increase in polysilicon imports in 2015 are mainly reflected in two aspects: on the one hand, the import cost is low, and the price of polysilicon in South Korea and other countries is lower than that in China; on the other hand, there are loopholes in the policy. The announcement on suspending the import of polysilicon processing trade issued last year gave a one-year delay period, which was not really implemented."

according to the person in charge of the relevant department, at present, the Korean suppliers of polycrystalline silicon in China continue to impose axial deformation are mainly OCI and hankooksilicon. Their multi pc/abs alloys have good finishing and adhesion to the covering film. The import tax rate of crystalline silicon is as low as 2.4% and 2.8%. Although the country has fully implemented anti-dumping duties, it does not seem to pose a threat to both enterprises

since last May, South Korea has surpassed the United States and Germany to become the largest importer of polysilicon in China. This "leading" South Korea has been firmly seated so far, and no other country can shake it

Wang Tengjiao believes that the tax rate in South Korea is lower and the import cost is relatively low, which makes the export price of polysilicon in South Korea more competitive than that in China

the research report shows that more than half of the polysilicon exported by South Korea to China is processed trade: from January to May this year, South Korea has exported nearly 10000 tons of polysilicon to China by processing trade, accounting for 52.0%, that is to say, Jinan new era Gold Testing Instrument Co., Ltd. recommends a computer servo tensile testing machine for you. The polysilicon exported by South Korea originally needs to pay a tax rate of 2.4%, More than half of them are circumvented through processing trade

Wang Yu (a pseudonym), an insider in the polysilicon industry, told: "the phenomenon of 'large volume and low price' of polysilicon imports in China is that on the one hand, the number of polysilicon imports in South Korea has doubled and surged, on the other hand, South Korea, the United States, Germany and other countries have taken processing trade channels to avoid" double anti "taxes. The former is the main reason. "

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