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Research Report on China Polysilicon Industry, 2015-2019

出版商 China Research and Intelligence 商品編碼 305176
出版日期 內容資訊 英文 60 Pages
商品交期: 最快1-2個工作天內
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中國的多晶矽產業 Research Report on China Polysilicon Industry, 2015-2019
出版日期: 2015年07月10日 內容資訊: 英文 60 Pages

中國的多晶矽市場朝寡頭壟斷化前進,2014年5月末時製造企業數,從2011年的80家集中為30家。2013年國內生產量為82,000噸,業界第一是生產量與去年同期比較增加36.1%提高到5萬440噸的GCL Silicon Technology Holdings Inc.(GCL-Poly Energy Holdings Limited旗下)。保護國內產業的外國產品關稅政策,也由於國內生產的供給過剩使價格有減低趨勢,盈利降低。


第1章 中國多晶矽產業概要

  • 相關概念
    • 定義
    • 分類
    • 應用領域
    • 產業特徵
  • 中國多晶矽產業特徵
    • 生產力的擴大
    • 技術的進步
    • 中國多晶矽產業的問題點

第2章 中國多晶矽產業的發展環境:2011-2014年

  • 經濟環境
    • 中國經濟
    • 全球經濟
  • 行政方針
    • 支援政策
    • 針對外國對國內投資的政策
    • 多晶矽產業的使用環境

第3章 中國多晶矽產業的運作情形:2009-2013年

  • 生產
    • 生產力
    • 實際成果生產量
  • 需求
    • 整體需求
    • 需求領域
  • 多晶矽的價格分析
    • 多晶矽的價格趨勢
    • 價格預測

第4章 中國的多晶矽的進出口:2009-2013年

  • 進口
    • 進口概況
    • 主要進口合作國家
  • 出口
    • 出口概況
    • 主要出口合作國家
  • 進出口情形預測

第5章 中國的主要多晶矽製造企業:2011-2014年(企業簡介、多晶矽生產力、實際產量)

  • GCL-Poly Energy Holdings Limited(GCL Silicon Technology Holdings Inc.)
  • China Metallurgical Group Corporation (China Silicon Corporation Ltd.)
  • LDK Solar Co., Ltd.
  • Baoding Tianwei Baobian Electric Co., Ltd.
  • Guodian Technology & Environment Group Corporation Limited
  • Zhejiang Dunan Artificial Environmental Equipment Co., Ltd.
  • CSG Holding Co., Ltd.
  • Shanghai Aerospace Automobile Electromechanical Co., Ltd.
  • TBEA Co., Ltd.
  • Sichuan Chuantou Energy Co., Ltd.

第6章 中國多晶矽產業的未來發展預測:2014-2018

  • 發展的影響係數
    • 行政方針
    • 景氣
    • 太陽能電池產業的運作情形
  • 供給
    • 生產力預測
    • 生產量預測
  • 需求預測
  • 投資機會相關的評論
  • 開發的建議


Product Code: 1507267

By the end of 2014, the number of polysilicon manufacturers in China has reduced from over 80 in 2011 to about 20 with GCL-Poly Energy Holdings and China Silicon Corporation Ltd dominating the market. In 2014, GCL-Poly Energy Holdings of Golden Concord Holdings Limited ranked first in polysilicon output which was 66,876 tons, increasing 32.6% year on year.

The cost of production of local polysilicon enterprises is higher than international level, which means that profits can only be made when polysilicon is sold at a relatively high price. However, as the price of polysilicon gradually drops, the profit rate of local enterprises declines too.

The Chinese government has issued the Industrial Access Conditions for Polysilicon which states that the size of solar-grade project shall be larger than 3,000 tons per year and that of semiconductor-grade project 1,000 tons per year. Besides, for solar-grade project, the comprehensive energy consumption must be less than 200 kilowatt-hour per kilogram. As to environmental protection, not only the water cycle utilization shall be greater than or equal to 95%, but also waste water, exhaust gas, solid waste and noise all shall meet certain criteria. the Industrial Access Conditions for Polysilicon is expected to reduce the number of polysilicon manufacturers to 20 in China.

On Jan.20, 2014, the Ministry of Commerce of the People's Republic of China announced its final decision of levying a 2.4%-57% anti-dumping duty and a 0%-2.1% anti-subsidy duty on US and Korea-made solar-grade polysilicon from now on. Therefore, polysilicon made in the US and Korea can only indirectly enter China through processing trade and intermediary trade. Influenced by oversupply in the domestic market, polysilicon price will hardly rise despite the anti-dumping and anti-subsidy duties on the US and Korea-made products.

In 2014, 102, 177 tons of polysilicon were imported into China, increasing a record-setting 26.7% year on year, among which 87,065 tons came from Korea, the US and Germany, accounting for 85.2% of the sum. Specifically, 35,743 tons (35.0% of the sum) came from Korea, 21,079 tons (20.6% of the sum) from the US and 30,243 tons (29.6% of the sum) from Germany. Besides, 15,111 tons were imported from other regions which accounted for 14.8% of the total import.

The potential demand for photovoltaic is expected to be large in developed countries like the US and Japan as well as in such emerging market as China in the next few years. And consumption could hopefully facilitate polysilicon production in the world. The photovoltaic cell output in the world is expected to keep an annual growth rate of over 10% in the next few years. In 2014, the increasing power capacity of grid-connected photovoltaic in China was 10.60 million kilowatt, accounting for a quarter of total new capacity in the world and one third of photovoltaic modules output in China. Besides, 8.55 million kilowatt photovoltaic power station and 2.05 million kilowatt distributed power station were added too.

As the downstream market keeps expanding, the demand for polysilicon increases gradually, which drives the growth of its production. Since imported polysilicon can avoid China's anti-dumping and anti-subsidy duties through processing trade, less competitive local manufacturers can only be eliminated from the market, which increases the industrial concentration in China.

The demand for polysilicon will still grow in China, indicating broad prospects and enormous opportunities. However, since the polysilicon industry still faces risks caused by policy, market and international trade at its developing stage, investors need to be careful when they enter the Chinese market.

Readers can get at least the following information through this report:

  • economic situations facing polysilicon industry
  • policy environment of polysilicon industry in China
  • supply and demand of polysilicon in China
  • import and export of polysilicon
  • competition in polysilicon market
  • price tendency of polysilicon
  • major polysilicon manufacturers and their operation status in China
  • development forecast of polysilicon industry in China

The author suggests the following groups of people purchase this report:

  • polysilicon manufacturers
  • solar photovoltaic companies
  • investors and research institutions interested in polysilicon industry

Table of Contents

1. Overview of Polysilicon Industry in China

  • 1.1. Related Concepts
    • 1.1.1. Definition
    • 1.1.2. Classification
    • 1.1.3. Application Area
    • 1.1.4. Industrial Characteristics
  • 1.2. Characteristics of Polysilicon Industry in China
    • 1.2.1. Expanding Capacity
    • 1.2.2. Advancing Technology
    • 1.2.3. Problems in Polysilicon Industry in China

2. Development Environment of Polysilicon Industry in China, 2011-2015

  • 2.1. Economic Environment
    • 2.1.1. Chinese Economy
    • 2.1.2. Global Economy
  • 2.2. Government Policy
    • 2.2.1. Support Policy
    • 2.2.2. Foreign Investment Policy
    • 2.2.3. Anti-dumping and Anti-subsidy Investigation into the US and Korea-made Polysilicon
    • 2.2.4. Industrial Access Conditions for Polysilicon

3. Operation Status of Polysilicon Industry in China, 2010-2014

  • 3.1. Production
    • 3.1.1. Capacity
    • 3.1.2. Output
  • 3.3. Demand
    • 3.3.1. Aggregate Demand
    • 3.3.2. Demand of Different Fields
  • 3.3. Analysis of Polysilicon Price
    • 3.3.1. Polysilicon's Price Trend
    • 3.3.2. Price Forecast

4. Status of Photovoltaic Industry in China, 2011-2015

  • 4.1. Supply
    • 4.1.1. Capacity
    • 4.1.2. Output
  • 4.2. Demand
    • 4.2.1. International Market
    • 4.2.2. Chinese Market
  • 4.3. Export
    • 4.3.1. Export Overview
    • 4.3.2. Major Export Destinations

5. Major Polysilicon Manufacturers in China, 2011-2014

  • 5.1. GCL-Poly Energy Holdings
    • 5.1.1. Company Profile
    • 5.1.2. Polysilicon Capacity and Output

(5.2-2.15. are Structured the Same as 5.1)

  • 5.2. TBEA Xinjiang Sunoasis Co., Ltd
  • 5.3. China Silicon Corporation Ltd
  • 5.4. DAQO New Energe Corp.
  • 5.5. Renesola Ltd
  • 5.6. Yichang CSG Polysilicon Co., Ltd
  • 5.7. Asia Silicon Co., Ltd
  • 5.8. ORISI Silicon Co., Ltd
  • 5.9. Yongxiang Co., Ltd
  • 5.10. Shaanxi Tianhong Silicon Material Co., Ltd
  • 5.11. FW Energy
  • 5.12. DunAn
  • 5.13. Guodian Inner Mongolia Jingyang Energy Co., Ltd
  • 5.14. Yunnan Aixin Silicon Science Co., Ltd
  • 5.15. Huanghe Hydropower Development Co., Ltd

6. Import and Export of Polysilicon in China, 2010-2014

  • 6.1. Import
    • 6.1.1. Import Overview
    • 6.1.2. Major Sources of Import
  • 6.2. Export
    • 6.2.1. Export Overview
    • 6.2.2. Major Export Destinations
  • 6.3. Import and Export Forecast

7. Expectation to Polysilicon Industry in China, 2015-2019

  • 7.1. Factors Affecting Development
    • 7.1.1. Government Policy
    • 7.1.2. Economic Situation
    • 7.1.3. Operation Status of Photovoltaic Industry
  • 7.2. Supply
    • 7.2.1. Capacity Forecast
    • 7.2.2. Output Forecast
  • 7.3. Demand Forecast
  • 7.4. Discussion about Investment Opportunity
  • 7.5. Advice on Development

Table of Selected Charts

  • Chart The First 20 Companies Meeting Industrial Access Conditions for Polysilicon
  • Chart Polysilicon Output in China, 2006-2014
  • Chart Average Price of Polysilicon in the World, 2013-2015
  • Chart Spot Price of Polysilicon in Chinese Market, 2011-2015
  • Chart Import Value of Polysilicon in China, 2010-2014
  • Chart Major Sources of Import of Polysilicon in China in 2014
  • Chart Export Status of Photovoltaic in China, 2011-2014
  • Chart Operation Status of Golden Concord Holdings Limited, 2009-2014
  • Chart Polysilicon Output of Golden Concord Holdings Limited, 2010-2014
  • Chart Polysilicon Output of GCL-Poly Energy Holdings, 2009-2014
  • Chart Output Forecast of Polysilicon in China, 2015-2019
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