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市場調查報告書

中國的多晶矽產業分析

Research Report on Polysilicon Industry in China, 2016-2020

出版商 China Research and Intelligence 商品編碼 354634
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 Research Report on Polysilicon Industry in China, 2016-2020
出版日期: 2016年03月16日 內容資訊: 英文 60 Pages
簡介

中國的多晶矽產業近幾年急速成長,技術水準和生產效率也提高了。龍頭製造商的生產成本也大幅度降低。另一方面,由於國外進口的多晶矽受反傾銷關稅課稅,國內價格有上升趨勢,那也帶給矽晶圓等下游工程產業影響。這個問題的背景,是中國為全球最大的多晶矽消費國,另一方面來自美國、韓國的進口依賴度高。還有多晶矽產業的內部,小規模企業的淘汰和產業集中度上升。中國國內的多晶矽的潛在的市場巨大,不過,在投資時考慮政策風險,需要慎重行動。

本報告提供中國的多晶矽產業相關分析,整體政策、經濟形勢,及中國國內的供需趨勢,對外出口、進口形勢,市場競爭狀況,價格趨勢,主要製造商簡介,今後的市場趨勢預測等調查評估。

第1章 中國的多晶矽產業概要

  • 相關概念 (定義、分類、有效利用領域、產業的特徵)
  • 中國的多晶矽產業特徵
    • 生產能力的擴張
    • 技術進步
    • 中國的多晶矽產業的各種問題

第2章 中國國內的多晶矽產業的發展環境 (過去6年份)

  • 經濟環境
    • 全球經濟
    • 中國經濟
  • 政府的政策
    • 支援政策
    • 對外資政策
    • 對美國製、韓國製多晶矽的反傾銷/對抗關稅調查
    • 多晶矽產業的進入條件

第3章 中國的多晶矽產業分析 (過去6年份)

  • 生產趨勢
    • 生產能力
    • 生產量
  • 需求趨勢
    • 整體需求量
    • 需求領域
  • 多晶矽價格分析
    • 多晶矽的價格趨勢
    • 今後的價格趨勢的預測

第4章 中國的太陽能光電發電產業分析 (過去6年份)

  • 供給趨勢
    • 生產能力
    • 生產量
  • 需求趨勢
    • 國際市場
    • 中國市場
  • 出口趨勢
    • 出口概況
    • 主要輸出國家

第5章 中國國內的主要多晶矽廠商 (過去5年份)

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

第6章 中國的多晶矽的進出口趨勢 (過去5年份)

  • 進口額
    • 進口概要
    • 主要進口國家
  • 出口趨勢
    • 出口概況
    • 主要輸出國家
  • 今後的進出口情形預測

第7章 中國的多晶矽產業的未來展望 (今後5年份)

  • 市場趨勢的影響要素
    • 政府的政策
    • 經濟形勢
    • 太陽能光電發電產業的景氣趨勢
  • 供給情形
    • 生產能力的預測
    • 生產量的預測
  • 需求量的預測
  • 投資機會相關討論
  • 開發相關建議

圖表一覽

目錄
Product Code: 1603331

While China polysilicon industry expands fast in the past years, the technology, management level and production efficiency also improve greatly. Presently, the production cost of China leading domestic polysilicon manufacturers has been reduced largely. Production cost of GCL-Poly, Daqo, TBEA, Sichuan Yongxiang and Asia Silicon is lower than 11-13 USD/kg, which is lower than that of Wacker, OCI, Hemlock, etc and equal to that of enterprises adopting silane fluidized bed, e.g. REC and SunEdison. However, the cost of other domestic enterprise is high up to 16 USD/kg. By the end of 2015, the number of polysilicon manufacturers decreases from 80 in 2011 to less than 20. Leading enterprises are GCL-Poly and China Silicon Corporation Ltd.

From the second half of 2013, affected by "Anti-dumping and Countervailing Duty" on imported polysilicon by China government, the price of polysilicon on China market rose slightly to 167,000 CNY/Ton in the March of 2014. After that, demand on China market decreased so the price decreased to 148,000 CNY/Ton in the end of 2014. In 2015, price of downstream photovoltaic silicon wafer cells rose gradually. China polysilicon manufacturers had to enlarge production and capacity to lower cost. Meanwhile, the product stock of 2014 was still there in 2015. The supply of polysilicon in 2015 was sufficient. Oversupply leads to the downward price. The average price of polysilicon is 120,000 CNY/Ton in China in 2015, down by over 20% YOY. The price dropped from 144,000 CNY/Ton in January 2015 to 106,000 CNY/Ton in December 2015.

Imported polysilicon reached 116,892 tons in 2015, up by 14.4% YOY. Polysilicon imported from Korea was 51,189 tons, accounted for 43.8% of the total import volume. Globally, 91% of polysilicon is consumed in photovoltaic field, most of which is consumed in China. Global giant polysilicon production capacity depends on the consumption of China's expanding photovoltaic market. The polysilicon import volume in China keeps on the high level.

Global photovoltaic installation was 57GW in 2015, up by 23.9%, which is stimulated by China, US, Japan and other emerging market. CRI forecast the installation will reach 65 GW in 2016, up by 14.0%. China, the U.S.A. and Japan occupy 72% of global photovoltaic market. Supported by the U.S. and China market expanding, the global solar energy and photovoltaic industry will keep growing in the next years, which will enhance the demand of polysilicon in China market.

As the downstream market expands, demand for polysilicon is increasing, which promotes global polysilicon production. However, foreign polysilicon enterprises avoid the duties through processing trade and occupy the market with low prices, which lead to elimination of weak enterprises and high concentration rate in China polysilicon industry.

The demand for polysilicon is large, which leads to huge potential for growth in China. Investors may be cautiously faced with risks of policy and market in the development stage of polysilicon industry in China.

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

  • Economy and Policy Environment Faced by Polysilicon Industry
  • Supply and Demand of Polysilicon in China
  • Import and Export of Polysilicon in China
  • Market Competition of Polysilicon
  • Price Trend of Polysilicon
  • Major Polysilicon Manufacturers in China and Their Operation Status
  • Forecast on Development of China Polysilicon Industry

The Following Enterprises and People Are Recommended to Purchase This Report:

  • Polysilicon Manufacturers
  • Major Photovoltaic Battery Manufacturers
  • Investors and Research Institutes Concerned About Polysilicon Industry

Table of Contents

1. Overview of Polysilicon Industry in China

  • 1.1. Relevant Concepts
    • 1.1.1. Definition
    • 1.1.2. Classification
    • 1.1.3. Application Areas
    • 1.1.4. Industry Features
  • 1.2. Features of Polysilicon Industry in China
    • 1.2.1. Expansion of Production Capacity
    • 1.2.2. Technical Progress
    • 1.2.3. Problems in China Polysilicon Industry

2. Development Environment of Polysilicon Industry in China, 2011-2016

  • 2.1. Economic Environment
    • 2.1.1. China Economy
    • 2.1.2. Global Economy
  • 2.2. Government Policies
    • 2.2.1. Supportive Policies
    • 2.2.2. Policies on Foreign Investment
    • 2.2.3. Investigation of Anti-dumping and Countervailing Duty on Polysilicon Made in the U.S.A. and Korea
    • 2.2.4. Access Conditions of Polysilicon Industry

3. Analysis of China Polysilicon Industry, 2010-2015

  • 3.1. Production
    • 3.1.1. Production Capacity
    • 3.1.2. Output Volume
  • 3.3. Demand
    • 3.3.1. Total Demand
    • 3.3.2. Demand Fields
  • 3.3. Analysis of Prices of Polysilicon
    • 3.3.1. Price Trend of Polysilicon
    • 3.3.2. Forecast on Prices

4. Analysis of China Photovoltaic Industry, 2011-2015

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

5. Major Polysilicon Manufacturers in China, 2011-2015

  • 5.1. GCL-Poly Energy Holdings Limited (GCL Silicon Technology Holdings Inc.)
    • 5.1.1. Enterprise Profile
    • 5.1.2. Production Capacity and Output Volume of Polysilicon

(Structure of 5.2-5.15. are similar to 5.1)

  • 5.2. TBEA Co., Ltd.
  • 5.3. China Silicon Corporation Ltd.
  • 5.4. Daqo New Energy Corp.
  • 5.5. Sichuan Renesola Silicon Co., Ltd.
  • 5.6. Yichang CSG Polysilicon Co., Ltd.
  • 5.7. Asia Silicon (Qinghai) Co., Ltd.
  • 5.8. Inner Mongolia Shenzhou Silicon LLC
  • 5.9. Sichuan Yongxiang Polysilicon Co., Ltd.
  • 5.10. Shaanxi Tianhong Silicon Co., Ltd.
  • 5.11. Inner Mongolia Phoevix Silicon Co., Ltd
  • 5.12. Inner Mongolia Dun'an Photovoltaic Science and Technology Co., Ltd.
  • 5.13. Guodian Inner Mongolia Jingyang Energy Co., Ltd.
  • 5.14. Yunnan Aixin Silicon Science and Technology Co., Ltd.
  • 5.15. Huanghe Hydropower Development Co., Ltd.

6. Import and Export of Polysilicon in China, 2011-2015

  • 6.1. Import
    • 6.1.1. Import Overview

6.1. 2. Import Sources

  • 6.2. Export
    • 6.2.1. Export Overview
    • 6.2.2. Major Export Destinations
  • 6.3. Forecast on Import and Export Status

7. Prospect of China Polysilicon industry, 2016-2020

  • 7.1. Factors Influencing Development
    • 7.1.1. Government Policies
    • 7.1.2. Economic Situation
    • 7.1.3. Operation Status of Photovoltaic Industry
  • 7.2. Supply
    • 7.2.1. Forecast on Production Capacity
    • 7.2.2. Forecast on Output Volume
  • 7.3. Forecast on Demand
  • 7.4. Discussion about Investment Opportunities
  • 7.5. Development Recommendations

Selected Charts

  • Chart The First 20 Enterprises in Accordance with Access Conditions of Polysilicon
  • Chart Output Volume of Polysilicon in China, 2006-2015
  • Chart Global Average Price of Polysilicon, 2013-2016
  • Chart Spot Price of Polysilicon on China Market, 2011-2016
  • Chart Import Value of Polysilicon in China, 2011-2015
  • Chart Major Sources of Import for Polysilicon in China, 2015
  • Chart Export Status of Photovoltaic in China, 2011-2015
  • Chart Operation Status of GCL-Poly, 2011-2015
  • Chart Output Volume of Polysilicon of GCL-Poly, 2011-2015
  • Chart Forecast on Output Volume of Polysilicon in China, 2016-2020
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