The Ministry of Industry and Information Technology of the People's Republic of China announced on the 7th the "Circular for the issuance of the "Polysilicon Industry Access Application Report" (hereinafter referred to as the "Notice"). It is clear that the relevant ministries and commissions will issue a list of polysilicon companies eligible for entry in the form of announcements. The industry believes that this is an important signal for the approval of polysilicon projects to be gated, and it also provides conditions for the launch of the domestic photovoltaic application market.
According to the "Notice", local industrial and informatization authorities are responsible for accepting applications for polysilicon enterprises' access announcements in the region, and submitting verification opinions and company filing materials. The Ministry of Industry and Information Technology will organize experts and entrust relevant testing organizations to review and inspect the application materials, and together with the relevant ministries and commissions, publish a list of polysilicon companies that meet the access requirements in the form of an announcement.
"This means that China's photovoltaic industry will enter a healthy and orderly development Track." Meng Xianzheng, deputy director of the China Renewable Energy Society, said in an interview with this reporter yesterday.
At the same time, he believes that the issuance of the "Notice" means the further implementation of the "Polysilicon Industry Access Requirements" and that the gates for the approval of polysilicon projects that have been closed for a long time will also be opened. “This aspect will curb overcapacity and low-end capacity expansion. On the other hand, it has liberalized the 'ban' for large companies to expand their production, which is beneficial to the large-scale polysilicon backbone production companies becoming bigger and stronger.â€
The “Polysilicon Industry Access Requirements†formally released in March this year requires that the minimum capital ratio of investment in new construction and expansion projects should not be less than 30%; the new polysilicon project will no longer be approved in principle until the new directory for the approval of government investment projects is issued. .
Prior to this, at the end of September 2009, the State Council issued the “Suggestions of the State Council on Transferring Development and Reform Commissions and Other Departments on Suppressing Overcapacity in Some Industries and Duplicate Construction to Guide the Healthy Development of Industries†(namely, “No.38 Documentâ€), and the approval of polysilicon projects was once frozen.
An industry source told reporters that if strictly in accordance with the access conditions, the domestic only a few polysilicon enterprises such as Jiangsu Zhongneng and LDK can meet the standards.
However, it is worth noting that the release of the "Notice" has "preheated" the domestic market for photovoltaic applications.
"Only when the cost and price of photovoltaics can fall to the level that the government and society can afford, will the domestic market start." Meng Xianyi said that at present, the production costs of some domestic large-scale polysilicon enterprises have dropped to 22 US dollars per kilogram, which is related to international The average production cost is already very close. In his opinion, the price is the core of the policy. "The purpose of the entry requirement is to promote photovoltaic power generation through the national regulation as soon as possible."
According to Jiang Qian, chief energy analyst of China Investment Advisors, 80% of China's domestic polysilicon manufacturers are small companies, which are generally around the scale of a few hundred tons. These companies are not as large as they are in terms of scale and energy consumption. It is the "big limit" that these small and medium-sized enterprises are eliminated.
He predicted that the access conditions will eventually allow China to form about 10 polysilicon producers.
Domestic polysilicon-related listed companies include Leshan Power, Tongwei, etc. In addition, polysilicon downstream equipment and accessories manufacturers Jinggong Technology, Stellar Technology, Xindaxin Materials, etc., are expected to benefit from the above policy changes.
According to the "Notice", local industrial and informatization authorities are responsible for accepting applications for polysilicon enterprises' access announcements in the region, and submitting verification opinions and company filing materials. The Ministry of Industry and Information Technology will organize experts and entrust relevant testing organizations to review and inspect the application materials, and together with the relevant ministries and commissions, publish a list of polysilicon companies that meet the access requirements in the form of an announcement.
"This means that China's photovoltaic industry will enter a healthy and orderly development Track." Meng Xianzheng, deputy director of the China Renewable Energy Society, said in an interview with this reporter yesterday.
At the same time, he believes that the issuance of the "Notice" means the further implementation of the "Polysilicon Industry Access Requirements" and that the gates for the approval of polysilicon projects that have been closed for a long time will also be opened. “This aspect will curb overcapacity and low-end capacity expansion. On the other hand, it has liberalized the 'ban' for large companies to expand their production, which is beneficial to the large-scale polysilicon backbone production companies becoming bigger and stronger.â€
The “Polysilicon Industry Access Requirements†formally released in March this year requires that the minimum capital ratio of investment in new construction and expansion projects should not be less than 30%; the new polysilicon project will no longer be approved in principle until the new directory for the approval of government investment projects is issued. .
Prior to this, at the end of September 2009, the State Council issued the “Suggestions of the State Council on Transferring Development and Reform Commissions and Other Departments on Suppressing Overcapacity in Some Industries and Duplicate Construction to Guide the Healthy Development of Industries†(namely, “No.38 Documentâ€), and the approval of polysilicon projects was once frozen.
An industry source told reporters that if strictly in accordance with the access conditions, the domestic only a few polysilicon enterprises such as Jiangsu Zhongneng and LDK can meet the standards.
However, it is worth noting that the release of the "Notice" has "preheated" the domestic market for photovoltaic applications.
"Only when the cost and price of photovoltaics can fall to the level that the government and society can afford, will the domestic market start." Meng Xianyi said that at present, the production costs of some domestic large-scale polysilicon enterprises have dropped to 22 US dollars per kilogram, which is related to international The average production cost is already very close. In his opinion, the price is the core of the policy. "The purpose of the entry requirement is to promote photovoltaic power generation through the national regulation as soon as possible."
According to Jiang Qian, chief energy analyst of China Investment Advisors, 80% of China's domestic polysilicon manufacturers are small companies, which are generally around the scale of a few hundred tons. These companies are not as large as they are in terms of scale and energy consumption. It is the "big limit" that these small and medium-sized enterprises are eliminated.
He predicted that the access conditions will eventually allow China to form about 10 polysilicon producers.
Domestic polysilicon-related listed companies include Leshan Power, Tongwei, etc. In addition, polysilicon downstream equipment and accessories manufacturers Jinggong Technology, Stellar Technology, Xindaxin Materials, etc., are expected to benefit from the above policy changes.
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