The more unstable the solar polycrystalline silicon market, the more exciting the battle situation

The recent Asian polysilicon makers may not be particularly concerned about the planned resumption of work in China’s domestic or small plants, but they may be interested in the following strategies of competing competitors, especially Hemlock, the United States, and Wacker in Germany. , South Korea OCI and China's domestic GCL-Poly (GCL), coincided with the occasion of short-soldlings, their respective future price strategy trends have attracted much market attention.

The solar polysilicon market can be said to have been playing a key role in the development of the solar optoelectronics industry. Since its rise in 2004, polycrystalline silicon has been out of stock, shouting from around $35 per kilogram to $500 in the third quarter of 2008, 2009 The financial turmoil of the year was fluctuated by the great environment, and it was able to reach 100 US dollars. In 2010, it saw a price increase again. In 2011, due to weak demand, it caused supply to exceed demand, and caused many polycrystalline silicon plants in the world to be forced to stop work due to less than 30 US dollars per kilogram. Quotations are already a bargain, and most factories can't afford it.

For Chinese domestic small and medium-sized factories intending to resume work, the Asian first-line plants are actually not too concerned about it. Instead, they are actively waiting and seeing the price strategies of the first-tier manufacturers with similar strength. Li Jianliang She

The solar energy industry pointed out that the more sluggish the market is, the more exciting the war situation is. Because it is the most upstream material source field in the industry chain, it is the latest time to face reshuffling. In fact, 2011 was actually the time of industrial integration, and thus the United States Hemlock Wacker, Germany, OCI of South Korea, and GCL, China's domestic championships, came to the fore and were listed as the 4 giants of solar polycrystalline silicon. This article from the solar photovoltaic portal news website Global Photovoltaic Network, Website: globepv.com

Recently, China's domestic small and medium-sized factories have begun plotting and resuming work. For large-scale first-tier plants, they have not attracted considerable attention, because as long as the prices of large-scale plants are driven down by the variable costs of these small and medium-sized plants, these plants are difficult to turn around. , I am afraid only to face the pressure of daily loss and overstocking.

Solar energy industry believes that whether European and American factories are happy to see prices being weighed below US$30 per kilogram, it is in fact questionable that if European and American factories strive to increase prices, they may cut production and raise prices, but relative production costs will also increase. The Asian plant insists on pressing down the low water level, and the European and American factories will face the pressure of price increase and customer loss. In particular, the four big tournaments for follow-up quotations will have the highest degree of excitement.

In fact, the Big Four's wrestling match can be regarded as a small microcosm of the international anti-dumping lawsuit in 2011. The United States conducted anti-dumping and anti-subsidy anti-subsidy investigations in China, which made China's domestic polycrystalline silicon industry require its Ministry of Commerce to also import polycrystalline silicon. The factory carried out an anti-dumping investigation. Among the Chinese domestic factories that supported the survey, GCL was among those surveyed. Not only American plants including Hemlock, but also South Korean plants were named, allowing the market to look to the right. China's domestic imports are not low OCI. Content from the photovoltaic portal news website Global photovoltaic network

Although Wacker in Germany seems to be out of the question, Solarworld Germany is brewing through the EU anti-dumping investigation against China, and the Chinese domestic polycrystalline silicon anti-dumping investigation may also be extended to the European polycrystalline silicon plant, where Wacker is also associated.

Of the four giant diamonds of Polycrystalline Silicon, Hemlock and Wacker may not be as active as Asian factories in the quotation, but they have a strong supply base in the semiconductor industry, plus they themselves hold quite a lot of long-term solar energy supply contracts. Its competitiveness has a very high bonus. However, the long-term contract may fluctuate with the expiration of the contract and the customer will not be able to withstand the contract pressure.