In the second half of 2020 the silicon material market trend analysis1

At present domestic has formed three industry base layout in xinjiang, Inner Mongolia and sichuan, and silicon crystal pulling link will gradually shift to lower electricity prices regions such as Inner Mongolia, sichuan, yunnan, pv supply chain upstream & other; Throughout the west &; Preliminary form layout. Silicon industry branch, according to the solar panels, polysilicon production about 20 in the first half of 2020. 530000 tons, year-on-year growth of 33. 1%. In the first half of 2020 incremental supply mainly from Yu Yongxiang shares of 1 gw capacity; Plan new production in the second half of the domestic enterprises for: east hope 30000 tons, 20000 tons of poly golden concord, because South Korea OCI, out of hanwha solar polysilicon market capacity in other parts of the domestic enterprises are gradually access, exit, silicon material overall delta co. , LTD.

as domestic leading enterprises in the quality of silicon material continued ascension and falling prices, in the second quarter of 2020 began to import silicon material supply have fallen sharply, market share dropped below 20%. Compared to the 2019 China silicon materials imported silicon materials market share of 30% ( Fell 5% year on year) , in 2020 is expected to import silicon material market decline ratio will be bigger.

according to each overseas silicon material enterprise production operation plan, silicon industry branch will think June polysilicon imports from flat, polysilicon imports in the first half year of 2020 is estimated to be 5. About 50000 tons. And forecast in the second half of the imports controllable under 40000 tons, monthly imports in 6500 tons.

in July 202, the domestic in polysilicon production concentrated in 11 companies, due to the early stage of the 3 ton companies continue repair or maintenance load reduction production, silicon material productivity gap widening. And enterprises continuous in silicon material production accidents in northwest China, under the influence of epidemic prevention and control in xinjiang in the middle of July, logistics transportation, result in a silicon material supply more nervous.

silicon material markets around the world mainly supply enterprise note: Wacker, Germany, Malaysia OCI 2020 annual capacity range is larger, China solar energy network, estimates in 2021 production capacity, silicon industry branch. Data sources: silicon industry branch

because is seriously affected by the outbreak, in 2020 in the first half of the photovoltaic market demand, as domestic policies end demand rise, overseas market uncertainty are also gradually improve, in the second half of the whole silicon material demand could usher in a new high. Current silicon link development path to big size, chip, N type, the high quality silicon material requirements are pull litre. In the long term, technological progress will promote single crystal market share continue to increase. Silicon industry branch, according to China's solar power network, the first half of 2020 single crystal materials 16 polysilicon production. 78 of 20000 tons, domestic production. Accounts for 9%, polycrystalline materials than down to 21. 1%. Points monthly, single crystal of than in January 73. 1% from one month to June 85. 2%, more than one line %, second line % above, each enterprise all can meet the demand of n-type materials.

according to silicon industry branch of statistics, a total of about 71 in the first half of 2020 domestic silicon production. 2 gw, including monocrystalline silicon chip output by 61. 9 8 gw, polysilicon production. 4 gw, single crystal accounted for more than 86. 8%, corresponding to the first half of 2020 domestic demand of silicon material market for 23. Demand of 80000 tons, including monocrystalline silicon material is 20. 40000 tons. The third quarter of 2020 longji, central, crystal silicon chip companies such as expansion project, is expected in the second half of monocrystalline silicon slice of new delivery capacity will increase the elasticity of demand, silicon material to pack for grab market for periodic peak demand.

in the first half of 2020 the silicon material market prices reached a record low, experience overseas demand in the second quarter of destocking trough and silicon material enterprises, set consulting set the state of new energy, new energy research center, according to data from the network EnergyTrend since late June silicon material market price rise is close to 10%, the single crystal materials prices back to 60 yuan/kg, mainly the comprehensive cost of the silicon material suppliers. Affected by the recent silicon material market supply bottlenecks, the downstream market of wafers, cells, have been raised in the short term product order quotation. In the fourth quarter the prospect of the industry chain supply tight, photovoltaic project bidding and procurement cycle is expected to advance both at home and abroad, at the same time, silicon material shortage of supply side stage, will push the silicon material price trend in the 3 quarter, is expected to pull every link of the downstream prices stabilise after short-term upward.

to fourth quarter 2020, solar panels, with the capacity of each link of supply chain gradually released, wafers, cells, components, supplies all excess production capacity, the capacity utilization or cut, in the long term market price is still present the downward trend. While the polysilicon supply rising, is difficult to meet the conditions of the downstream overcapacity, silicon material continues to face a tight supply situation, the overall market depends on every link of the supply chain resources regulation. And terminal market in 2021 large size, efficiency, demand forecasts, China solar energy network, will help to drive high quality silicon material demand continues to grow, high purity single crystal materials market is expected to maintain a tight balance.

solar photovoltaic network statement: this information is reproduced from the power grid cooperation media or other Internet website, solar photovoltaic network published the article for the purpose of the information, does not mean that agree with his point of view or confirm its description. The article content is for reference only.

this paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng power 180 mw