市場調查報告書

多晶矽產業的相關調查:世界及中國

Research Report on Global and China's Polysilicon Industries, 2019-2023

出版商 China Research and Intelligence 商品編碼 850127
出版日期 內容資訊 英文 50 Pages
商品交期: 最快1-2個工作天內
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多晶矽產業的相關調查:世界及中國 Research Report on Global and China's Polysilicon Industries, 2019-2023
出版日期: 2019年05月22日內容資訊: 英文 50 Pages
簡介

本報告提供中國及全球多晶矽產業的相關調查,全球多晶矽產業現狀,中國的多晶矽產業的經濟環境、政策環境,太陽能光伏發電產業的發展,中國的多晶矽的供需趨勢、進出口趨勢、競爭情形、價格趨勢,全球主要多晶矽生產企業,多晶矽產業的促進因素、市場機會及風險、課題等相關分析。

第1章 多晶矽產業的基本概念

  • 多晶矽的定義及分類
  • 多晶矽的產業鏈分析
  • 全球多晶矽的生產能力、生產量

第2章 中國的多晶矽產業的發展環境

  • 經濟環境
  • 製作環境

第3章 中國的多晶矽產業分析

  • 中國的多晶矽的供給分析
  • 中國的多晶矽的需求分析
  • 中國的多晶矽的價格分析

第4章 中國的多晶矽的進出口

  • 中國的多晶矽的進口分析
  • 中國的多晶矽的價格分析
  • 影響中國的多晶矽的進出口的主要因素分析

第5章 中國的太陽能光伏發電產業的發展

  • 影響中國的太陽能光伏發電產業的發展的要素
  • 中國的太陽能光伏發電的供給分析
  • 中國的太陽能光伏發電的需求分析
  • 中國的太陽能光伏發電的出口

第6章 全球主要多晶矽製造企業分析

  • GCL Silicon Technology Holdings Inc. (GCL-Poly的完全擁有子公司)
  • Wacker Chemie AG
  • OCI Company Ltd.
  • Hankook Silicon Co., Ltd.
  • Tokuyama
  • REC Silicon ASA
  • China Silicon Corporation Ltd.
  • Xinte Energy Co., Ltd.
  • Xinjiang Daqo New Energy Co., Ltd.
  • Sichuan Yongxiang Co., Ltd.
  • Yichang CSG Polysilicon Co., Ltd.
  • Sichuan ReneSola Silicon Materials Co., Ltd.
  • Asia Silicon Co., Ltd.
  • Jiangxi LDK Solar Hi-Tech Co., Ltd.
  • Guodian Inner Mongolia Jingyang Energy Co., Ltd.
  • Inner Mongolia Shenzhou Silicon Industry LLC.
  • Shaanxi Tianhong Silicon Industrial Corporation
  • CYMCO Yunxin Silicon Materials Co., Ltd.
  • Huanghe Hydropower Development Co., Ltd.
  • Xinjiang Hejing Energy Technology Co., Ltd.
  • Hebei Dongming Silicon Corporation Ltd.
  • Henan Hengxing Technology Co., Ltd.
  • Ningxia Dongmeng Energy Co., Ltd.
  • Jiangsu Kangbo New Material Technology Co., Ltd.
  • Xinjiang East Hope New Energy Co., Ltd.
  • Shaanxi Non-Ferrous Tian Hong REC Silicon Materials Co., Ltd.
  • Inner Mongolia DunAn Photovoltaic Science and Technology Co., Ltd.

第7章 多晶矽產業的展望

  • 影響中國的多晶矽產業的發展的要素分析
  • 中國的多晶矽的供給預測
  • 中國的多晶矽的需求預測
目錄
Product Code: 1905387

Description

In 2018, China's photovoltaic industry grew steadily in scale, slowed down in capacity construction and saw declines in market prices. According to the China Photovoltaic Industry Association, in 2018, the production volume of polysilicon in China exceeded 250,000 tons, increasing by over 3.30% YOY; the production volume of silicon wafers reached 109.20 GW, increasing by 19.10% YOY; the production volume of photovoltaic cells reached 87.20 GW, increasing by 21.10% YOY; the production volume of photovoltaic modules reached 85.70 GW, increasing by 14.30% YOY. Besides, the newly installed photovoltaic capacity in China decreased to 44.26 million kilowatts by 16.60% YOY, of which the newly installed capacity of photovoltaic power stations decreased to 23.30 million kilowatts by 30.70% YOY while the newly installed capacity of distributed photovoltaics increased to 20.96 million kilowatts by 7.80% YOY.

The global polysilicon production capacity concentrates in China. At the end of 2018, China's annual polysilicon production capacity was 388,000 tons while that of other countries totaled 210,000 tons. The polysilicon production abroad reached 189,000 tons in 2018 and is estimated to fall to around 160,000 tons in 2019. China is expected to need 430,000 tons of polysilicon and import about 110,000 tons in 2019, which means that domestic demand will be satisfied if domestic production reach 320,000 tons.

China is the world's largest polysilicon producer. In 2018, Xinjiang, Jiangsu, Inner Mongolia, Sichuan, Henan and Qinghai contributed 156,000 tons, 70,000 tons, 60,000 tons, 45,000 tons, 20,000 tons and 20,000 tons respectively to China's polysilicon production capacity. In 2019, Xinjiang East Hope New Energy Co., Ltd., Xinte Energy Co., Ltd., Xinjiang Daqo New Energy Co., Ltd. and other companies are expected to increase polysilicon production capacity by over 120,000 tons.

According to CRI, because high-quality polysilicon for monocrystalline silicon production has high technical barrier, the market is dominated by a few suppliers. For example, 15%-20% N-type monocrystalline silicon (minority carrier lifetime ≥1000us) produced from China-made polysilicon is substandard while the proportion will be only 0.90% to 0.50% if imported polysilicon is used. Therefore, China relied heavily on high-quality polysilicon imports in the past few years. At present, the enterprises that can supply monocrystalline silicon in large quantities include domestic companies Leshan Yongxiang Silicon Industry Co., Ltd. (a subsidiary of Tongwei Group Co., Ltd.), Xinjiang Daqo New Energy Co., Ltd., Xinte Energy Co., Ltd. (a subsidiary of TBEA Co., Ltd.) and GCL-Poly and foreign companies OCI and Wacker Chemie.

In 2018, the production volume of polysilicon in China was about 259,000 tons, increasing by 7.90% YOY. The growth rate fell sharply as compared to 2017. As the production volume varied greatly among different enterprises, the market concentration ratio stayed at a high level. The top 10 enterprises including GCL Silicon Technology Holdings Inc., Xinte Energy Co., Ltd., China Silicon Corporation Ltd., Xinjiang Daqo New Energy Co., Ltd. and Sichuan Yongxiang Co., Ltd. took a market share of 82.50%.

In 2018, as affected by the shrinking demand from China's photovoltaic industry, the import volume of polysilicon dropped for the first time in the past decade. The import volume of polysilicon in China was 151,300 tons, decreasing by 0.40% YOY; the import value was about USD 2.08 billion, decreasing by 12.30% YOY. The major sources of China's polysilicon imports include South Korea, Germany, Taiwan, etc.

Since 2011, China's Ministry of Commerce has initiated anti-dumping investigations against polysilicon from other countries, which inhibited the import of polysilicon and promoted the development of domestic polysilicon industry to some extent.

According to CRI, China will still have huge demand for polysilicon. Domestic polysilicon production can gradually meet the market demand. However, monocrystalline silicon has become increasingly popular in China since 2016 and the production of monocrystalline silicon requires high-quality polysilicon. Pessimistic about the quality of domestic-made polysilicon, Chinese manufacturers of monocrystalline silicon will continue to a large quantity of high-purity polysilicon from Germany and South Korea. It is estimated that from 2019 to 2023, China will import over 100,000 tons of polysilicon every year.

In 2018, the average price of high-quality solar grade polysilicon was 105,900 CNY/ton, decreasing by 21.60% YOY. Overall, the price of polysilicon declined by 50.30% from 153,000 CNY/ton at the year beginning to 76,000 CNY/ton at the year end.

Topics covered:

  • Status of global polysilicon industry
  • Economic environment and policy environment for China's polysilicon industry
  • Development of the photovoltaic industry
  • Supply of and demand for polysilicon in China
  • Import and export of polysilicon in China
  • Competition on China's polysilicon market
  • Price trend of polysilicon
  • Major polysilicon manufacturers in the world
  • Driving forces and market opportunities for the polysilicon industry
  • Risks and challenges to the polysilicon industry
  • Trends of the polysilicon industry

Table of Contents

1 Basic Concepts of the Polysilicon Industry

  • 1.1 Definition and Classification of Polysilicon
    • 1.1.1 Definition
    • 1.1.2 Classification
  • 1.2 Analysis on Industry Chain of Polysilicon
    • 1.2.1 Upstream of the Polysilicon Industry
    • 1.2.2 Downstream of the Polysilicon Industry
  • 1.3 Global Production Capacity and Production Volume of Polysilicon

2 Development Environment for China's Polysilicon Industry, 2018-2019

  • 2.1 Economic Environment
    • 2.1.1 China's Economy
    • 2.1.2 Global Economy
  • 2.2 Policy Environment
    • 2.2.1 Industrial Policies
    • 2.2.2 Chinese Government's Anti-dumping and Countervailing Duty Investigations Against Imported Polysilicon
    • 2.2.3 Access Conditions of Polysilicon Industry

3 Analysis on China's Polysilicon Industry, 2014-2019

  • 3.1 Analysis on Supply of Polysilicon in China
    • 3.1.1 Production Capacity of Polysilicon in China
    • 3.1.2 Production Volume of Polysilicon in China
  • 3.2 Analysis on Demand for Polysilicon in China
    • 3.2.1 Overall Demand
    • 3.2.2 Demand by Market Segment
  • 3.3 Analysis on Polysilicon Price in China, 2016-2021
    • 3.3.1 Price Trend of Polysilicon in China, 2016-2018
    • 3.3.2 Forecast on Price of Polysilicon in China, 2019-2021

4 Import and Export of Polysilicon in China, 2016-2018

  • 4.1 Analysis on Import of Polysilicon in China, 2016-2018
    • 4.1.1 Overview of Import of Polysilicon in China, 2016-2018
    • 4.1.2 Major Sources of China's Polysilicon Imports, 2016-2018
    • 4.1.3 Import Price of Polysilicon in China, 2016-2018
  • 4.2 Analysis on Export of Polysilicon in China, 2016-2018
  • 4.3 Analysis on Major Factors Influencing Import and Export of Polysilicon in China
    • 4.3.1 Production Cost
    • 4.3.2 Trade Protectionism

5 Development of China's Photovoltaic Industry, 2016-2019

  • 5.1 Factors Influencing Development of China's Photovoltaic Industry
    • 5.1.1 International Market
    • 5.1.2 Policy Environment
    • 5.1.3 Domestic Demand
    • 5.1.4 Technology
    • 5.1.5 Production Cost
  • 5.2 Analysis on Supply of Photovoltaics in China, 2016-2018
    • 5.2.1 Production Capacity of Photovoltaics in China
    • 5.2.2 Production Volume of Photovoltaics in China
    • 5.2.3 Production Structure of Photovoltaics in China
  • 5.3 Analysis on Demand for Photovoltaics in China, 2016-2018
    • 5.3.1 Overall Demand
    • 5.3.2 Demand by Market Segment
  • 5.4 Export of Photovoltaics in China, 2016-2018
    • 5.4.1 Overview of Export of Photovoltaics in China
    • 5.4.2 Major Destinations for China's Photovoltaic Exports
    • 5.4.3 Trade Barriers Against China's Photovoltaic Exports

6 Analysis on Major Polysilicon Manufacturers in the World, 2017-2019

  • 6.1 GCL Silicon Technology Holdings Inc. (a wholly-owned subsidiary of GCL-Poly)
  • 6.2 Wacker Chemie AG
  • 6.3 OCI Company Ltd.
  • 6.4 Hankook Silicon Co., Ltd.
  • 6.5 Tokuyama Corporation
  • 6.6 REC Silicon ASA
  • 6.7 China Silicon Corporation Ltd.
  • 6.8 Xinte Energy Co., Ltd.
  • 6.9 Xinjiang Daqo New Energy Co., Ltd.
  • 6.10 Sichuan Yongxiang Co., Ltd.
  • 6.11 Yichang CSG Polysilicon Co., Ltd.
  • 6.12 Sichuan ReneSola Silicon Materials Co., Ltd.
  • 6.13 Asia Silicon Co., Ltd.
  • 6.14 Jiangxi LDK Solar Hi-Tech Co., Ltd.
  • 6.15 Guodian Inner Mongolia Jingyang Energy Co., Ltd.
  • 6.16 Inner Mongolia Shenzhou Silicon Industry LLC.
  • 6.17 Shaanxi Tianhong Silicon Industrial Corporation
  • 6.18 CYMCO Yunxin Silicon Materials Co., Ltd.
  • 6.19 Huanghe Hydropower Development Co., Ltd.
  • 6.20 Xinjiang Hejing Energy Technology Co., Ltd.
  • 6.21 Hebei Dongming Silicon Corporation Ltd.
  • 6.22 Henan Hengxing Technology Co., Ltd.
  • 6.23 Ningxia Dongmeng Energy Co., Ltd.
  • 6.24 Jiangsu Kangbo New Material Technology Co., Ltd.
  • 6.25 Xinjiang East Hope New Energy Co., Ltd.
  • 6.26 Shaanxi Non-Ferrous Tian Hong REC Silicon Materials Co., Ltd.
  • 6.27 Inner Mongolia DunAn Photovoltaic Science and Technology Co., Ltd.

7 Prospect of the Polysilicon Industry, 2019-2023

  • 7.1 Analysis on Factors Influencing Development of China's Polysilicon Industry, 2019-2023
    • 7.1.1 Major Driving Forces and Market Opportunities
    • 7.1.2 Risks and Challenges
  • 7.2 Forecast on Supply of Polysilicon in China, 2019-2023
    • 7.2.1 Forecast on Production Capacity of Polysilicon in China
    • 7.2.2 Forecast on Production Volume of Polysilicon in China
  • 7.3 Forecast on Demand for Polysilicon in China, 2019-2023
    • 7.3.1 Forecast on Demand for Polysilicon in China
    • 7.3.2 Forecast on Import of Polysilicon in China, 2019-2023

Selected Charts

  • Chart Chinese Government's Policies on the Polysilicon Industry
  • Chart Chinese Government's Anti-dumping and Countervailing Duty Investigations Against Imported Polysilicon
  • Chart China's Anti-dumping Duties on Imported Solar Grade Polysilicon
  • Chart Production Capacity of Polysilicon in China, 2016-2019
  • Chart Production Capacity of Major Polysilicon Manufacturers in China by 2018
  • Chart Demand for Polysilicon in China, 2007-2018
  • Chart Price Trend of Polysilicon in China, 2015-2017
  • Chart Import Volume of Polysilicon in China, 2013-2018
  • Chart Major Sources of China's Polysilicon Imports in 2018
  • Chart Gross Profit Margins of Some Polysilicon Manufacturers in China, 2016-2019
  • Chart Production Volume of Photovoltaic Modules in China, 2014-2018
  • Chart Installed Capacity of Photovoltaic Modules in China, 2014-2018
  • Chart Export of Photovoltaics in China, 2014-2018
  • Chart Trade Barriers Against China's Photovoltaic Exports, 2015-2019
  • Chart Production Volume of Polysilicon by GCL Silicon Technology Holdings Inc., 2015-2017
  • Chart Forecast on Production Capacity of Polysilicon in China, 2019-2023
  • Chart Forecast on Production Volume of Polysilicon in China, 2019-2023
  • Chart Forecast on Demand for Polysilicon in China, 2019-2023
  • Chart Forecast on Import of Polysilicon in China, 2019-2023
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