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市場調查報告書

中國的多晶矽產業分析 (2017∼2021年)

Research Report on China Polysilicon Industry, 2017-2021

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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中國的多晶矽產業分析 (2017∼2021年) Research Report on China Polysilicon Industry, 2017-2021
出版日期: 2017年07月05日 內容資訊: 英文 60 Pages
簡介

本報告以中國的多晶矽產業為焦點,提供生產量、需求量、貿易量等趨勢預測 (總計8年份)的預測及分析,主要的調查推動及市場的阻礙要素,競爭環境,主要企業簡介等。

第1章 多晶矽產業的基礎概念

  • 多晶矽的定義與分類
  • 中國的多晶矽產業分析
    • 上游工程
    • 下游工程
  • 分析方法
    • 各種指標與前提條件
    • 資料的資訊來源
  • 關於CRI

第2章 中國國內的多晶矽產業的發展環境

  • 多晶矽產業的經濟環境
    • 中國經濟
    • 全球經濟
  • 多晶矽產業的政策環境
    • 工業支持政策分析
    • 對多晶矽進口的反傾銷、反輔助金搜查
    • 多晶矽產業的進入條件
  • 多晶矽產業的發展環境
    • 中國國內的太陽能電池供給量分析
    • 中國國內的太陽能電池需求量分析
    • 中國的太陽能電池出口量、進口量分析

第3章 中國的多晶矽產業分析 (過去5年份)

  • 中國國內的多晶矽供給量分析
    • 多晶矽生產能力分析
    • 多晶矽生產量分析
  • 中國國內的多晶矽需求量分析
    • 整體多晶矽需求量分析
    • 利基市場上的多晶矽需求
  • 中國國內的多晶矽價格分析 (總計8年份)
    • 過去的價格趨勢
    • 價格趨勢的預測值 (今後5年份)

第4章 中國國內的多晶矽進出口趨勢

  • 對中國的多晶矽進口量 (過去3年份)
    • 整體進口量
    • 主要進口國家
  • 來自中國的多晶矽出口量 (過去3年份)
    • 整體出口量
    • 主要輸出國家
  • 進出口的主要影響因素
    • 生產成本
    • 貿易保護政策

第5章 中國的太陽能光電發電產業的發展情形

  • 太陽能光電發電產業的發展的影響要素
    • 經濟環境
    • 政策環境
    • 出口
  • 太陽能電池的供給量分析 (過去5年份)
    • 太陽能電池的生產能力
    • 太陽能電池的生產量
    • 中國國內的太陽能電池的生產量、生產結構
  • 太陽能電池的需求量 (過去5年份)
    • 整體需求量
    • 利基市場上的需求量
  • 太陽能電池的出口量 (過去5年份)
    • 整體出口量
    • 主要輸出國家
    • 在中國的太陽能電池出口時的貿易壁壘

第6章 中國國內的多晶矽主要製造商分析 (總計3年份)

  • GCL-Poly Energy Holdings Limited
    • 企業簡介
    • 多晶矽的生產能力、生產量
  • East Hope Group
  • TBEA Co., Ltd.
  • Daqo New Energy Corp.
  • Asia Silicon (Qinghai) Co., Ltd.
  • China Silicon Corporation Ltd.
  • Sichuan Yongxiang Polysilicon Co., Ltd.
  • Yichang CSG Polysilicon Co., Ltd.
  • Inner Mongolia Dun'an Photovoltaic Science and Technology Co., Ltd.
  • Sichuan Renesola Silicon Co., Ltd.
  • Inner Mongolia Shenzhou Silicon LLC
  • Shaanxi Tianhong Silicon Co., Ltd.
  • Inner Mongolia Phoevix Silicon Co., Ltd
  • Guodian Inner Mongolia Jingyang Energy Co., Ltd.
  • Yunnan Aixin Silicon Science and Technology Co., Ltd.

第7章 中國的多晶矽產業的未來展望 (今後5年份)

  • 中國的多晶矽產業的發展的主要影響要素分析
    • 主要的市場的推動要素與市場機會
    • 風險與課題
  • 中國的多晶矽產業的未來預測 (今後5年份)
    • 多晶矽生產能力的預測
    • 多晶矽生產量的預測
  • 中國國內的多晶矽需求量的預測 (今後5年份)
    • 多晶矽需求量的預測
    • 多晶矽進口量的預測
  • 多晶矽產業的發展、投資相關建議

圖表一覽

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目錄
Product Code: 1707562

In 2016, production volume of polysilicon in China was 194 thousand tons, up by 17.5% YOY; production volume of silicon wafers was about 63 GW, up by 31.2% YOY; production volume of photovoltaic batteries was 53GW, up by 20.7% YOY, new installed grid-connection capacity of photovoltaics reached 34.5GW, up by 127% YOY. Production scales of all links in the industry chain all took over 50% of that of the globe and continued to be the first in the world.

According to CRI, solar grade polysilicon is the major raw material of crystal silicon photovoltaic battery pieces and the fundamental link with the highest technical barrier and the most intensive investment in the whole photovoltaic industry chain. By the end of 2016, newly installed capacity of photovoltaic power generation was 34.54 million kW, and cumulative installed capacity was 77,420,000 kW, both ranking the first in the globe.

In 2016, export value of silicon wafers, battery pieces and components was around USD 13.84 billion, down by 11.3% YOY. Export to emerging markets like India, Turkey, Chile and Pakistan significantly increased while that of occident traditional markets decline to below 30%. In 2016, photovoltaic export decline was influenced by many domestic photovoltaic enterprises' setting up plants oversea. Chinese enterprises invested to build photovoltaic enterprises in over 20 foreign countries. By the end of 2016, production capacity of photovoltaics built oversea was over 5 GW, showing clear trend of globalized allocation of production.

According to CRI, by the end of Jun, 2017, polysilicon enterprises in normal production was 17, declining from over 80 in the end of 2011. Annual effective production capacity was about 230 thousand tons/year, which increased by 20 thousand tons / year compared to the end of 2016. GCL-Poly Energy Holdings Limited, TBEA Co., Ltd. And Daqo New Energy Corp. are leading enterprises.

It is estimated that, by the end of 2017, annual production capacity of polysilicon in China will reach 250-260 thousand tons/year. The current domestic polysilicon production capacity can satisfy demand for raw materials of near 40 GW battery pieces. Presently, over 100 thousand tons of imported polysilicon is mostly processed into photovoltaic components for export which are not directly used by domestic photovoltaic power stations.

From 2008, domestic polysilicon industry was severely impacted by imported products from the U.S. and South Korea. By the end of 2011, due to the large increase of imported polysilicon, import price kept dropping which caused that many domestic polysilicon enterprises stopped production and were in severe difficulties on a large scale. On Jun 20th, 2012, Ministry of Commerce of PRC issued a public notice announcing anti-dumping investigations. On Jan 20th, 2014, Ministry of Commerce of PRC published "Notice on Final Ruling of Anti-dumping Investigation on Imported Solar Grade Polysilicon from the U.S. and South Korea" and ruled that products from the two countries were dumped in China, which had substantive damage to domestic industry and causality existed between dumping and the damage. After that, Ministry of Commerce of PRC implemented a series of anti-dumping investigations on polysilicon, which restrained polysilicon import to some extent, and promoted the increase of domestic polysilicon production capacity and production volume.

According to CRI analysis, fast growing markets in recent years are China, the U.S. and Japan. Chinese government increased additional electrovalence from CNY 1.5 cents/kWh to CNY 1.9 cents/kWh, which filled financing gap of governmental subsidies on wind, electricity and photovoltaic projects. In addition, at the end of 2015, the U.S. government announced to extend 30% of tax credit policies on photovoltaic investment to 2019, which encouraged keeping active investments in the U.S. photovoltaic market in 2017-2019.

Due to the prediction of increasing demand for polysilicon in China photovoltaic industry in the next few years, some new investors, including East Hope Group, announced to enter the market. East Hope Group has invested to build a polysilicon project with annual production capacity of 120 thousand tons in Changjizhou, Xinjiang Province so far. When it is finished, the group will become the largest Polysilicon manufacturer in China. The project adopts the most advanced improved Siemens production process in the world and is equipped with facilities like self-owned power plants to largely reduce costs.

According to CRI, there is a large growth potential in demand for polysilicon in China. However, polysilicon industry in China is in an adjustment period facing many uncertainties like policies and market risks. Therefore, investors are supposed to analyze the market cautiously before entering.

Through this report, readers can acquire the following information or even more:

  • Economy and Policy Environment Faced by China Polysilicon Industry
  • Anti-dumping Measures of Chinese Government against Imported Polysilicon
  • Supply and Demand of Polysilicon in China
  • Polysilicon Import and Export in China, 2012-2017
  • Polysilicon Market Competition in China
  • Price Trend of Polysilicon in China
  • Major Polysilicon Manufacturers in China and Their Operation Status, 2015-2017
  • Driving Forces and Market Opportunities in China Polysilicon Industry
  • Risks and Challenges Faced by Polysilicon Industry in China
  • Forecast on Development of China Polysilicon Industry

Table of Contents

1 Basic Concepts of Polysilicon Industry in China

  • 1.1 Definition and Classification of Polysilicon

1.1.1Definition

    • 1.1.2 Classification
  • 1.2 Analysis on Polysilicon Industry Chain
    • 1.2.1 Upstream of Polysilicon Industry
    • 1.2.2 Downstream of Polysilicon Industry
  • 1.3 Research Methods
    • 1.3.1 Parameters and Assumptions
    • 1.3.2 Data Sources
  • 1.4 About CRI

2 Development Environment of Polysilicon Industry in China, 2015-2017

  • 2.1 Economic Environment of Polysilicon Industry
    • 2.1.1 Chinese Economy
    • 2.1.2 Global Economy
  • 2.2 Policy Environment of Polysilicon Industry
    • 2.2.1 Analysis on Industrial Supportive Policies
    • 2.2.2 Anti-dumping and Anti-subsidy Investigations on Polysilicon Import
    • 2.2.3 Access Conditions of Polysilicon Industry
  • 2.3 Development Status of China Photovoltaic Industry
    • 2.3.1 Analysis on Supply of Photovoltaics in China
    • 2.3.2 Analysis on Market Demand of Photovoltaics in China
    • 2.3.3 Analysis on Import and Export of Photovoltaics in China

3 Analysis of China Polysilicon Industry, 2012-2016

  • 3.1 Analysis on Polysilicon Supply in China
    • 3.1.1 Analysis on Production Capacity of Polysilicon in China
    • 3.1.2 Analysis on Production Volume of Polysilicon in China
  • 3.3 Analysis on Polysilicon Demand in China
    • 3.3.1 Overall Demand for Polysilicon in China
    • 3.3.2 Polysilicon Demand in China's Niche Markets
  • 3.3 Analysis on Polysilicon Price in China, 2014-2021
    • 3.3.1 Historical Price Trend of Polysilicon in China
    • 3.3.2 Forecast on Polysilicon Prices in China, 2017-2021

4 Import and Export of Polysilicon in China, 2014- 2016

  • 4.1 Analysis on Polysilicon Import in China, 2014-2016
    • 4.1.1 Overview of Polysilicon Import in China, 2014-2016
    • 4.1.2 Major Import Sources of Polysilicon, 2014-2016
  • 4.2 Analysis on Polysilicon Export in China, 2014-2016
    • 4.2.1 Overview of Polysilicon Export in China, 2014-2016
    • 4.2.2 Major Export Destinations of Polysilicon, 2014-2016
  • 4.3 Major Factors Affecting Import and Export of Polysilicon in China
    • 4.3.1 Production Cost
    • 4.3.2 Trade Protection Policies

5 Development Status of China Photovoltaic Industry, 2012-2016

  • 5.1 Factors Affecting Development of Photovoltaic Industry in China
    • 5.1.1 Economic Environment
    • 5.1.2 Policy Environment
    • 5.1.3 Export
  • 5.2 Analysis on Photovoltaic Supply in China, 2012-2016
    • 5.2.1 Analysis on Photovoltaic Production Capacity in China
    • 5.2.2 Analysis on Photovoltaic Production Volume in China
    • 5.2.3 Production Volume Structure of Photovoltaics in China

5.3. Demand of China Photovoltaic Market, 2012-2016

    • 5.3.1 Overall Market Demand
    • 5.3.2 Demand in Niche Markets

5.3. China's Photovoltaic Export, 2012-2016

    • 5.3.1 Overview of Photovoltaic Export in China
    • 5.3.2 Major Export Destinations of Photovoltaics in China
    • 5.3.3 Trade Barriers of Photovoltaic Export in China

6 Analysis on Major Polysilicon Manufacturers in China, 2015-2017

  • 6.1 GCL-Poly Energy Holdings Limited
    • 6.1.1 Enterprise Profile
    • 6.1.2 Production Capacity and Output Volume of Polysilicon

(structure of 6.2-6.15 is similar to 5.1)

  • 6.2 East Hope Group
  • 6.3 TBEA Co., Ltd.
  • 6.4 Daqo New Energy Corp.
  • 6.5 Asia Silicon (Qinghai) Co., Ltd.
  • 6.6 China Silicon Corporation Ltd.
  • 6.7 Sichuan Yongxiang Polysilicon Co., Ltd.
  • 6.8 Yichang CSG Polysilicon Co., Ltd.
  • 6.9 Inner Mongolia Dun'an Photovoltaic Science and Technology Co., Ltd.
  • 6.10 Sichuan Renesola Silicon Co., Ltd.
  • 6.11 Inner Mongolia Shenzhou Silicon LLC
  • 6.12 Shaanxi Tianhong Silicon Co., Ltd.
  • 6.13 Inner Mongolia Phoevix Silicon Co., Ltd
  • 6.14 Guodian Inner Mongolia Jingyang Energy Co., Ltd.
  • 6.15 Yunnan Aixin Silicon Science and Technology Co., Ltd.

7 Prospect of China Polysilicon Industry, 2017- 2021

  • 7.1 Analysis on Factors Affecting Development of Polysilicon Industry in China, 2017-2021
    • 7.1.1 Major Driving Forces and Market Opportunities in China Polysilicon Industry
    • 7.1.2 Risks and Challenges Faced by Polysilicon Industry in China
  • 7.2 Forecast on Polysilicon Supply in China, 2017-2021
    • 7.2.1 Forecast on Polysilicon Production Capacity in China, 2017-2021
    • 7.2.2 Forecast on Polysilicon Production Volume in China, 2017-2021
  • 7.3 Forecast on Polysilicon Demand in China, 2017-2021
    • 7.3.1 Forecast on Polysilicon Demand in China, 2017-2021
    • 7.3.2 Forecast on Polysilicon Import in China, 2017-2021
  • 7.4 Recommendations on Development and Investment in China Polysilicon Industry

Selected Charts

  • Chart Policies Issued by Chinese Government on Polysilicon Industry, 2015-2017
  • Chart Anti-dumping against Polysilicon lodged by Ministry of Commerce of the PRC
  • Chart Output Volume of Polysilicon in China, 2006-2016
  • Chart Price Trend of Global Polysilicon, 2013-2017
  • Chart Spot Goods Price of Polysilicon on China Market, 2013-2017
  • Chart Import Status of Polysilicon in China, 2012-2016
  • Chart Major Import Sources of Polysilicon in China, 2016
  • Chart China's Photovoltaic Export, 2012-2016
  • Chart Operation Status of GCL-Poly, 2012-2016
  • Chart Output Volume of Polysilicon of GCL-Poly, 2012- 2016
  • Chart Forecast on Output Volume of Polysilicon in China, 2017-2021
  • Chart Anti-dumping Tax Rate of Solar Grade Polysilicon in China
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