◆英語タイトル：Research Report on Polysilicon Industry in China, 2016-2020
◆発行会社（調査会社）：China Research and Intelligence
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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
1.1.3 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
3.1.1 Production Capacity
3.1.2 Output Volume
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
4.1.1 Production Capacity
4.1.2 Output Volume
4.2.1 International Market
4.2.2 Market in China
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
6.1.1 Import Overview
6.1. 2 Import Sources
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
7.2.1 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
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