The hottest polysilicon is trapped in the cycle of

2022-08-12
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Polysilicon is trapped in the strange circle of "overcapacity"

"as the demander, we are duty bound to curb the excessive expansion of polysilicon production scale." At the Symposium on Cross Strait photovoltaic industry cooperation held in early September, Ma Xuelu, Chief Strategic Officer of Yingli group, who is mainly engaged in photovoltaic industry investment, commented on the current new energy industry - polysilicon overcapacity, "photovoltaic manufacturers should master core technology as soon as possible and develop second-generation photovoltaic products that use little or no polysilicon as raw material."

his view that energy conservation and environmental protection are the inevitable trend of recycled plastic granulators has become the consensus of photovoltaic manufacturers on both sides of the Strait, including eight Taiwanese businessmen. Even in emerging industries, there are also weaknesses of low technology, resulting in low-level repeated construction. Professor wangchuanrong, deputy dean of the school of economics of Shandong University of finance, told the economic herald that the photovoltaic industry is no exception. The merger of companies with Haier New materials can make up for the deficiencies in the field of power grid. Only technological upgrading and product upgrading can overcome the persistent problem of overcapacity

low end overcapacity has now appeared

at the executive meeting of the State Council held on the 26th of last month, not only polysilicon was removed from the "catalogue of encouraged imports", but the entire industry was also named and warned, and stricter market access standards will be implemented

once the darling of new energy investment, now it faces the risk of overcapacity, and the interdependent photovoltaic industry can not help but fight a cold war. "Is there excess photovoltaic capacity?" Wang Keling, general manager of Hefei sungrow power supply company Shandong Branch, expressed such doubts and concerns, "the pressure is on the whole industry, and the overcapacity of polysilicon may soon spread to the production of solar cells."

there is no exaggeration for people in the photovoltaic industry to worry so much. The solar photovoltaic industry chain mainly covers five links, from top to bottom, including polysilicon (monocrystalline silicon), silicon wafers, solar cells, battery modules and system installation. At present, domestic photovoltaic manufacturers generally purchase finished crystalline silicon or silicon wafers to directly carry out the research, development and installation of solar cells. It is precisely because of their continued strong demand for raw materials that polysilicon production and processing enterprises have sprung up

Dr. Chen Rongxian of Taiwan Industrial Research Institute believes that at present, there is only excess capacity of low-end photovoltaic, while the high-end capacity is far from meeting the demand, and the market prospect of photovoltaic industry is still very broad. At present, there are nearly 100 solar cell manufacturers on both sides of the Strait, and the development speed of photovoltaic industry is beyond that of other countries and regions. Chen Rongxian believes that the share of solar cells on both sides of the Strait in the global market in 2008 was only about 40%, which is not consistent with the soaring production capacity. An important reason is that compared with large photovoltaic production and application countries such as Germany, our battery production technology has not yet reached the world's leading level, and people naturally think that graphene with the "king of new materials" will occupy the global market is bound to be high-end products

industrial upgrading solves the problem of overcapacity

overcapacity and repeated construction are common problems in many domestic industries. At present, this old problem has been "copied" to emerging industries. What causes the investment impulse of the new energy industry to "fail to stop"

photovoltaic industrial parks are blooming everywhere, and every city or province is striving to become the largest base of photovoltaic industry, and the local government can't shirk its responsibility of "adding fuel to the flames". Caojianhai, director of the private investment research office of the Institute of industrial economics of the Chinese Academy of Social Sciences, said, "the demand stimulated by the government is unsustainable, and it is easy to lead to overcapacity."

driven by the goal of "maintaining growth", the phenomenon of repeated construction and overcapacity in individual industries is inevitable. Wang Chuanrong believes that although it is regrettable that emerging industries led by polysilicon and wind power suffer from "old problems", after the active guidance of national industrial policies and the upgrading of the industry itself, it is less difficult to solve the problem of overcapacity than traditional industries

polysilicon has been deleted from the catalogue of encouraged imported technologies and products, which means that its technology and equipment will no longer enjoy preferential policies such as import discount interest. The intention of the state's industrial policy guidance to curb its production capacity and improve the independent innovation ability of enterprises is obvious

the upgrading of the photovoltaic industry itself is also quietly going on. As Chen Rongxian suggested, solar cell manufacturers should innovate technology as soon as possible and develop second-generation photovoltaic products, such as thin-film solar power with low pollution in the production process and less polysilicon consumption, but the weight is only equivalent to an SUV cell or focusing solar cell. Shandong Weifang Vosges photovoltaic has built the first thin-film solar cell production enterprise in China, but it is still difficult to mass produce new products. On September 7, a person surnamed Li in charge of its technology department told the herald that the key technology of thin-film solar cells is to improve the conversion rate from solar energy to electric energy. At present, manufacturers in various countries are striving to make it reach the high conversion rate of 19% achieved in the laboratory after its production

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