Abstract According to Customs statistics show that in February this year, China's polysilicon imports amounted to 7991 tons, an increase of 17.7%, an increase of 4.9%; the average price of polysilicon imports fell to $ 1.77 / kg, down 37.1% year on year, compared with 2012 All year round...According to the statistics of the General Administration of Customs, China's polysilicon imports in February this year was 7,991 tons, an increase of 17.7% from the previous month and an increase of 4.9% year-on-year; the average price of polysilicon imports fell to US$17.7/kg, down 37.1% year-on-year, compared with 2012. The average annual price fell by 30.2%. It is worth noting that the average price of polysilicon imports has reached a record low.
â€œPolysiliconâ€ is mainly aimed at South Korea, the United States and Germany. The import of polysilicon in these three countries accounted for 87.5% of the total imports. It is also the three main drivers that have intensified the price increase of imported polysilicon. Situation," said one analyst.
According to public data, in February this year, the import of polysilicon from Germany increased by 91.9% to 2,713 tons, and the unit price decreased by 13.6% to US$21.6/kg. The unit price of polysilicon imported from the US was US$12.57/kg, which was about last year. Half of the same period; South Korea, which accounts for 1,422 tons of imports, has a unit price of only US$19.87/kg.
Industry insiders pointed out that although the Ministry of Commerce launched a "double-reverse" investigation on polysilicon in Europe, the United States and South Korea at the end of last year, the domestic polysilicon industry struggling to survive the line saw the hope of turning around, but the trend of polysilicon import assault dumping is still low and low. The tide of price dumping has intensified, and the direct impact on the domestic polysilicon industry cannot be ignored.
At the same time, domestic polysilicon production plummeted, and most of the domestic polysilicon producers fell into losses. The overseas polysilicon enterprises will continue to dump China, and the performance of China's polysilicon enterprises will not be able to improve in the second quarter of the end of June.
According to the public information on the website of the China Nonferrous Metals Industry Association Silicon Branch, the domestic polysilicon production in the first quarter was less than 10,000 tons, down more than 50% from the same period last year. Affected by dumping, domestic polysilicon enterprises are struggling, and only four can maintain production at present, the proportion is less than 10%, and the actual operating rate of domestic polysilicon is less than 25%.
A person in charge of a domestic first-line polysilicon manufacturer said that the damage caused by dumping to the domestic polysilicon industry is very deadly. Many manufacturers that have been able to maintain operations in the past have been forced to suspend production in the face of continued low-cost dumping, even on the verge of bankruptcy. The investment has exceeded 50 billion yuan.
He pointed out that after Zhejiang Xiecheng Silicon Industry and Ningxia Sunshine successively declared bankruptcy, if the unfair international competition faced by the domestic polysilicon industry still persists, more polysilicon enterprises will fall down or even fall in large numbers in the future.
"Double-reverse" preliminary cut to be grounded
The landing of the â€œdouble anti-preemptionâ€ of polysilicon imported from Europe, the United States and South Korea is regarded by domestic enterprises as the key to getting rid of the development difficulties of the domestic polysilicon industry.
According to industry insiders, in the short-term, foreign manufacturers use low-priced dumping to attract domestic demand enterprises, and these companies have short-term price advantages, but in the long run, once these foreign manufacturers successfully squeeze domestic polysilicon enterprises out of the market, they will It will form an unconstrained hand-to-hand, and whether it is from price or order, it will result in long-term control of downstream enterprises, and Chinese enterprises will be more passive.
After the Ministry of Commerce launched polysilicon "double-reverse", analysts of the US investment group Meixin Group pointed out that China may not levy anti-dumping and countervailing duties on solar polysilicon imported from Europe, America and South Korea. The reason is that this will be for China's domestic solar silicon. The downstream manufacturing industries such as tablets, batteries and module suppliers have had an impact.
However, another person in the industry believes that China's polysilicon manufacturers have the main supply capacity in terms of technology and industry scale. After the â€œdouble-reverseâ€ tax is imposed, China's polysilicon will become the main supplier, and the price will remain stable and reduce, not only for PV. Guarantee, and will not increase the downstream burden.
There is still a suspense on when the preliminary ruling of the â€œdouble anti-preventionâ€ of polysilicon imported from Europe, the United States and South Korea will be announced. Some industry sources said that the Ministry of Commerce may put the polysilicon "double-reverse" preliminary ruling time in June, intending to use the EU to leave a card in the "double-reverse" preliminary ruling of China's photovoltaic products in June, and then judge after the EU results.
The above analysts said that polysilicon "double anti" is to protect the sustainable development of the basic materials industry, to ensure adequate supply of domestic raw materials, to ensure price stability, but also to maintain the order of the domestic photovoltaic industry market, if the initial ruling can be announced as soon as possible, It will directly curb the arbitrary dumping of foreign manufacturers, which is of great significance to the boost of domestic related industries.
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