Who have been favorable for the polysilicon industry, today ushered in the winter. Polysilicon market downturn, resulting in continued decline in the upper reaches of the metal silicon powder, silicon metal chain reaction to the demand continues to slump block. December 2, Leshan Electric Power announced that the polysilicon production costs upside down, will stop the implementation of technological transformation.
Coincidentally, in mid-November Chuantou Energy also announced that its shares of Sunbeam silicon has been recently planned parking technological transformation,glue gun technological transformation plan parking for six months. Since the industrial price adjustment, the manufacturers have raised the price of the move, price increases vary, due to the relatively high cost of Inner Mongolia region, prices in the range of 100-200 yuan / ton, and Qinghai, Gansu and other regions rose to a lesser extent , no significant improvement in the actual transaction, the terminal needs not to enlarge, the price can also see strong market specific direction.
December 6, the investment adviser, said senior researcher Li Sheng-mao, the current market spot price of polysilicon has been below the industry average production costs.glue stick Silicon metal due to the operating rate dropped block, combined with price increases, rising costs to support the polysilicon market prices temporarily stabilized.
Polysilicon production costs upside down
"The recent downturn in the polysilicon industry, market, prices plummeted, companies owned subsidiary of Leshan electric Tianwei Silicon Technology Co., Ltd. (hereinafter referred to as music Tianwei Silicon Power Corporation) polysilicon production costs upside down, the borrower to return the project to increase the pressure." Leshan The announcement said the power, polysilicon production and management to effectively reduce risk, reduce operating losses and daily operating expenses, further reduce costs, the music industry, Tianwei Silicon Power Board considered and agreed to electronic music Tianwei Silicon Company 3,000 tons / year polysilicon production line in November 2011 from discontinued implementation of technical innovation.
2010, the music produced by electrical Tianwei Silicon Polysilicon 1617.60 tons, sales income of 576,206,400 yuan, net profit of 587,000 yuan.
To further understand the music's power Tianwei Silicon stop technological transformation, the reporter yesterday (Dec. 6) afternoon, several phone calls Leshan Electric Power, but the phone still no answer.
It is noteworthy that, in mid-November this year, Sichuan Investment Energy also announced that the company received 38.9% of the shares Xinguang written report, the company has recently planned parking technological transformation, technological transformation plan parking for six months.
"Xinguang parking technical innovation is the production and operation plans on the board early to make plans with the current market price of polysilicon does not matter." Yesterday afternoon, Sichuan Investment Securities Department of Energy said a staff member, the first three quarters of polysilicon production than last year, due to polysilicon prices, profits shrink.
Sichuan Provincial Commission by letter recently revealed to the media, polysilicon prices have been declining since the beginning of this year, about 700,000 yuan per ton from the current has fallen to 20 per ton million, while the average Sichuan polysilicon production costs of about 300,000 yuan / ton, each ton of a loss of nearly 10 million. "From the beginning of October, the cost of inversion phenomenon had appeared, and now in Sichuan polysilicon which is common."
"Since 2009, the market price of polysilicon overall downward trend, but there are large fluctuations in the middle." Li Sheng-mao said that early in January 2009 the price of standing polysilicon 90 yuan / ton high point, then the price of polysilicon has been in the downstream channel, until the end of 2009 the price of polysilicon was broadly stable at 35 yuan / ton low, this situation continued until August 2010, after polysilicon prices have been rising, until reached in March 2011 to 63 yuan / ton, the highest point after that enter the winter period as the photovoltaic industry, polysilicon prices continue to fall, has been dropped to the current 22 yuan / ton level.
Integration of curtain
"The current domestic production capacity of polysilicon industry in the effective phase, the low cost high quality products, production capacity, while the price of high-quality sub-products of serious excess capacity.