Following the September 2009, in November on industry standards “polysilicon access” (Exposure Draft) (hereinafter “Standard”) to conduct two rounds of detailed comments after on January 19, workers initial letter of the Ministry in Beijing organized a forum for the “standard” introduction to the final sprint. nf343，pc764，gw240，g1947 ,Day, participants from companies, including Suntech, Jiangsu, in energy, LDK Solar LDK, Luoyang Sino-silicon, polycrystalline silicon integrate Chinese companies.
January 26, who attended the “standard” those who drafted this reporter revealed that the size, energy consumption, environmental protection, was the “norm” for projects of China New Polysilicon designated “three red lines’ capacity so 3000 tonnes or more, the overall energy consumption of 200 kWh / kg, and reduce pollution.
Production standards, for example, “This is an international standard, currently, companies with more than 40 of polycrystalline silicon in China, only one quarter reached this level.” Now that the file and prepare construction projects in the standard “issued, it will not last the half of the review and approval.
“What we have already built, all new projects must meet this standard to the project.” The former official said, after the implementation of projects polysilicon new “deposit”, but “standard” has been unveiled, and implementing the “consideration and approval” does not meet the standard, “” plans new polysilicon will not be launched.
“Standard” should be introduced after the Spring Festival. Meanwhile, the inland provinces and up to 17 million tonnes of capacity planning, most of which will be cut. Although some 1000 tons-projects level under construction, will also attack, or will postpone or stop the construction. “The same day, a manufacturer of polycrystalline silicon frames participants told our reporter.
3 red
“Standard” tone buttons, or text based on the State Council No. 38. ” Executives said the manufacturers of polysilicon. 398876-001, 417066-001
The so-called “State Council No. 38, the text” indicates that in September 2009, the State Council published the National Fa [2009] No. 38 document “Draft new unique capability of silicon polysilicon production, environmental standards, restore energy consumption, energy consumption made by integrated limited to: solar grade polysilicon to restore power consumption should be below 60 kWh / kg by 2011 years for energy integrated over 200 kWh / kg of production capacity of polysilicon.
The next “standard” to “unique ability” and requires that all new businesses on the polysilicon, single production line to reach 3,000 tons / year or larger scale. “This is an international standard. In the ‘Currently, producers of polysilicon in the world, both in large scale projects last year, a new production line of the scale of 4,500 tons / online this year, more than 8000 tons / line. ” Involved in the drafting of them have said above.
Consumption “lower power”, the “standard” for new power consumption requirements of polycrystalline silicon integrated energy company must not exceed 200 degrees / kg, where the main production process “requirement” food should not exceed 80 degrees / kg, “the foreign demand that the requirement should be low, but lower than it is now very few companies producing high levels of polysilicon will help to increase national production levels of silicon polycrystalline. sony vgp-bps10a , sony vgp-bps10a/b
In Green, the “norm” is proposed to be generated in the manufacturing process of polycrystalline silicon to full recovery of tail gas, conversion of waste to specific requirements, “the basic manufacturers are now able to meet this requirement. ”
Sources involved in writing in the January 19 seminar at a point of contention is the “relevant mandatory targets is not too high.” January 27 letter to the Public Ministry to convene a second workshop will also discuss the revised standard .
Excess of debate
After 2000, benefited from the rise of the global PV industry, prices rose polysilicon in the price of 50 U.S. dollars / kg in the way in October 2008 rose to 500 U.S. dollars / kg, while that According to the financial crisis, all the way to the current U.S. 60 dollars / kg. However, the benefits of polysilicon, however, triggered a boom in domestic investment.
And, because the scale of investment projects in polysilicon and tremendous value, “are based on 100 million units, to promote the local GDP is very effective,” So many parts of the country want on the polysilicon.
“Currently, outside of Tibet and other provinces in China have raised the level of development of polycrystalline silicon. The authorities continue to examine the scene and it is necessary to build solar energy in the local industry, representing 100 billion of projects. Although the main screen of the investment are mainly private, but the reality is still used on bank loans, is the country’s money. “involved in the aforementioned” standard “says the editorial. pa3465u-1brs , pa3480u-1brs
Savi LDK who predicts that by 2010 the production of polycrystalline silicon internal 25000-30000 t up based on a double-digit growth in the considerations of PV this year, the global market is expected to more than 40 % to 50% of polysilicon to be imported. This seems polysilicon for investment boom in China provides the proof.
However, in 2009, although production of polysilicon in China is only 1.6 million tonnes, but the current production capacity has reached 5-60000 tons. “Production capacity today, is fully capable of responding to the 2 to 3 years of production needs.”
Statistics show that investment in securities, from the first half of 2009, Sichuan, Henan, Jiangsu, Yunnan, more than 20 provinces, nearly 50 companies are under construction, expansion, and building production lines of polysilicon with a total scale of the construction of over 17 million tonnes, the total invested over 100 billion yuan. If these products can be made either in the world more than twice the annual demand for polysilicon. macbook pro 17 inch battery
Executives revealed that manufacturers of polysilicon from above 2009, three in April, Sichuan and other places a number of 100 tonnes companies have reduced production, and finally abandoned at the end.
Deputy Director General Jiangsu, Industrial Silicon Lv Jinbiao admitted to this reporter: “In addition to production in 2008, a handful of projects in 2009 reached up to 60% -80% yield, other projects , especially the second half of 2008, the project implemented so far not produced much. ”
In fact, quality problems, has been to restrict Chinese polysilicon “import substitution.”
According to the Director General of China Sunergy Fang Yang, currently, the use of the company imported polycrystalline silicon is an important reason is that part of the purity of the national shortage of polysilicon materials. The purity of the demand for solar grade polysilicon 6N (99.999%), while the number of domestic small and medium-sized manufacturing companies purity of the product 4 to 5N (99.9%). “The photovoltaic solar cells to more than 20 years, the stability of the phase of energy production, we still have confidence in the silicon materials imported.
Managing a company in polysilicon West also said that in 2009 the production capacity of China has released only one third, one very important reason is that some companies in the process of national production n has not yet succeeded, inspiron 6000 battery, inspiron 630m battery ,so only a few companies in Luoyang Sino-silicon, with foreign competition. but in terms of cost, many companies with large international companies, is far away. ”
Moreover, the international giants are big PV expansion. Largest polysilicon manufacturers in the world – Hemlock has announced that the United States in 2010, it will expand the 13,000 tonnes / year capacity.
The new production cut
In this context, these “small, high energy consumption, high pollution and low quality” projects polysilicon new faces to the industry standard access blocking.
“State hopes to expand industry access threshold to solve this problem.” Involved in the above “standard” Writing says.
In his view, companies with more than 40 of polycrystalline silicon in China, only the top 15 companies of polysilicon is fully compatible with the relevant requirements, and even in many ways to achieve the leading level in the world . The 40 companies, there are about 20 environmental problems, and few companies due process issues, the energy consumption is relatively high.
Above polysilicon makers, top executives said “standard” after the introduction of polysilicon investment in the capital market will make a thorough examination, “including government restrictions, market demand, international competition and other factors “,” right-kiloton investment in small factories would be tighter or a full scale retreat. ” sony vgp-bps11 , sony vgp-bpl11
In his view, the current capacity of China’s plan of 170,000 tons, 60% are single-line capacity below 3,000 tons, then, taking into account the quality requirements and, finally, be able to survive, but fifty or sixty thousand tons