2014 China International Conference of Silicon Summary held recently released a set of data: the first half, China's industrial silicon production was 700,000 tons, an increase of 16.7%; domestic polysilicon average price of 16.1 yuan per ton, up 23% Polysilicon industry realization...The 2014 China International Silicon Industry Conference held recently announced a set of data: in the first half of the year, China's industrial silicon production was 700,000 tons, an increase of 16.7%; the average domestic polysilicon price was 161,000 yuan per ton, up 23% year-on-year; The polysilicon industry achieved a profit of 600 million yuan, a year-on-year increase of 208%. Ma Haitian, deputy secretary-general of the Silicon Industry Branch of the China Nonferrous Metals Industry Association, said that this means that China's silicon industry market has ushered in a comprehensive recovery.
On the one hand, there are favorable factors such as industrial policy support and market demand increase. On the other hand, it also highlights the effect of further optimization and adjustment of China's industrial silicon industry layout and enterprise technological transformation.
In recent years, China's industrial silicon production enterprises have accelerated the upgrading of equipment, and the industrial concentration has been significantly improved. To some extent, it has changed the previous low-level redundant construction and disorderly competition. At the same time, industrial silicon furnace-type enterprises are achieving new breakthroughs in many aspects through continuous technological transformation to achieve energy-saving and cost-reducing effects.
As of the end of last year, China has put into production industrial silicon furnace type, the number of 12,500 to 25,000 KVA smelting furnace reached 320, is currently the largest number of furnaces, accounting for 77.3% of the total, annual production capacity of about 2.75 million tons, accounting for 72.3% of the total . The national share of China's top ten industrial silicon enterprises has also increased from less than 18% in the past to 31.3% last year.
It is worth noting that although China's silicon industry market has fully recovered, many challenges such as low added value of products, prominent structural contradictions, insufficient innovation capability and constant international trade disputes still exist, how to make a big country from silicon industry raw material production to high-end manufacturing power. Transformation is an important issue for the future development of the silicon industry.
From the perspective of industrial silicon exports, the market situation is getting better. According to statistics, in the first half of the year, China's industrial silicon exports reached 390,000 tons, an increase of 27%. Among them, the monthly export volume in March and April exceeded 70,000 tons. Some people in the industry believe that today's global economy is weak, and countries regard new energy sources such as photovoltaic industry as the main economic growth point. This is a rare opportunity for China's silicon industry with about 60% of global industrial silicon production capacity.
In fact, China's silicon industry should still look at it calmly. Ma Haitian believes that China is still only a major producer of raw materials for the silicon industry. Although the entire industrial chain of China's silicon industry has been opened up, including upstream industrial silicon, midstream polysilicon, and downstream photovoltaic industry, China's silicon industry mainly produces low value-added silicon products, and high-end products are still relatively lacking. . Judging from the main raw material polysilicon of the photovoltaic industry, the production of polysilicon produced in China currently accounts for only about 30% of the entire industry, while the proportion of organic silicon is lower.
At the same time, with the further stabilization of production of large industrial silicon smelting furnaces and the continuous release of production capacity, China's industrial silicon production will inevitably rise further. Under the circumstance that the economic downturn is still relatively large, the recovery of the silicon industry will become a relatively promising investment field in the industry. The trend of enterprise expansion and expansion will become more and more obvious, which will put new pressure on the balance of supply and demand in the silicon industry market. Therefore, we must be alert to a new round of overcapacity.
Industry experts said that in order to avoid a new round of overcapacity in the silicon industry, on the one hand, we must adhere to the environmental protection red line, strengthen environmental verification, strictly control output expansion, and resolutely eliminate backward productivity with high energy consumption and heavy environmental pollution; Industry integration, through industrial mergers and acquisitions to improve industrial intensive management capabilities, and form a reasonable scale benefits. In addition, it is necessary to focus on the development of strategic emerging industries such as integrated circuits and photovoltaics, and build a consortium of closely integrated upstream and downstream interests to form an international competitiveness. Only in the order of advancement and retreat, accelerated upgrade, the silicon industry can continue to develop healthily.
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