Polysilicon is the electronics industry and the solar photovoltaic industry basic materials. In recent years, the worldwide semiconductor integrated circuit industries, and solar photovoltaic the rapid development of industry, especially the development of the solar industry driven polysilicon market to be growing rapidly. And the polysilicon market imbalance between supply and demand issues have become increasingly prominent and also caused world wide attention.
In today's increasingly tense energy, increased pressure on the environment increasingly the case, renewable energy by the Governments of the growing importance of solar energy as an important renewable energy, its development and use has become a national sustainable development strategy of group Some 10%. At present, China's renewable energy scale of only 8%, the future development of space is very extensive. As the 21st century the most potential energy, and solar energy industries in the research and development, production, market development have made significant progress, solar industry has also become the world rapid, and steady development of the sunrise industry.
Solar cell is still a great market space
To 2006, cumulative worldwide photovoltaic solar energy systems have been installed in more than 800 GW in 2006, within a year of solar cells manufacturing investment funds over 1 billion US dollars. According EPIA Forecast: 2009, the global photovoltaic industry will reach an annual growth rate of 27 per cent in 2010 to 2020 will reach 34 percent, by 2010, the worldwide installed photovoltaic market volume will reach 11.34 GW (including Japan 5GW, 3 GW Europe, the United States 2.14 GW, and other areas 1.2 GW).
The current global solar market fundamentals from Japan, Europe and other big international companies by the occupation, in 2006 China's production capacity of solar cells enterprises substantially enhance China's Suntech Power, China Sunergy, Motech company has been included in the output of the world row former 10.
Since 2005, the global solar market demand in the international environment under the influence of the global market demand growth, especially in the European market growth of the outbreak, solar photovoltaic industry to China has brought about tremendous growth. China's solar industry has advanced by leaps and bounds, Suntech Power, China Sunergy, Yingli Solar, LDK Solar, SunOasis, Trina Solar, and other companies have entered the stage of growth, constantly expanding production scale, technology has improved continuously, continuously strengthen the competitiveness of enterprises.
China's rapid development of solar energy industry, by the attention of the world. However, the Chinese solar cell to achieve industrial development from quantity to quality changes, is still faced with many problems to be solved: First, the severe shortage of raw materials, more than 90 percent of the silicon material dependence on imports, the prices were too high, businesses started less than the second is the market excluded, the rapid development of domestic photovoltaic industry relies on the rapid development of foreign markets by pulling more than 95 per cent of domestic exports, and rapid development of the photovoltaic industry and slow development of the PV market and the serious imbalance between the lack of co-ordination; Third, China's Sun Industry can be started late, equipment, technology, personnel, such as weak core technology, the ability of independent innovation to be further strengthened; four Although China is "renewable energy" has been officially implemented, but the lack of relevant supporting policies, their implementation, is a process ; five photovoltaic industry is the uneven quality of products, the industry is detrimental to the long-term development; six businesses follow suit widespread phenomenon, brought the matter on, the herd instinct, making it easy for overheated investment industry is not conducive to the healthy and orderly development.
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China Photovoltaic Industry Polysilicon Shortage Continues:Part 1
China Photovoltaic Industry Polysilicon Shortage Continues:Part 2
China Photovoltaic Industry Polysilicon Shortage Continues:Part 1
Shi Zhengrong Polysilicon Cool Down Overheated Investment
Domestic polysilicon investment recent rapid warming, the conservative estimate is that at least some 10,000 tons polysilicon production will start together, and the relevant stock is welcomed by the A-share market. It is in this "hot" when domestic photovoltaic industry leader, Suntech Power chairman Shi Zhengrong has poured a lot of cold water pouring - Yesterday, he had openly stated that China is not suitable for investment in polysilicon.
Shi Zhengrong in Wuxi at the "2007 China Photovoltaic Industry Summit Forum international competitiveness," said the above.
As silicon material prices continue to rise, the recent large number of domestic capital investment polysilicon field. Two weeks ago, Tianweibaobian Electric Notice that Xinguang Silicon industry to Chengdu in Sichuan Province in Xinjin County and the city of Leshan, a new 3,000-metric-ton polysilicon production projects, these two projects proposed by the Xinjin County, and in the establishment of the Leshan operation of the two new companies. According to October 2007 disclosure of the "new 3,000-metric-ton polysilicon Xinjin project feasibility report," The project to invest 2.675 billion yuan.
A few days later, LDK Solar also announced that the company is located in Xinyu City in Jiangxi Province polysilicon has begun construction of the factory, which is scheduled for completion in late 2008, to reach an annual output of 6,000 tons of polysilicon. The project is only 15,000 tons of its silicon material part of the plan. According to the timetable, in 2009 after the completion of all projects, LDK Solar will be formed 15,000 tons of silicon material capacity.
According to the recently released "China's New Energy and Industrial Annual Report 2007" shows that the current domestic construction has been completed and is planned polysilicon production capacity of up to 63,560 tons, in 2008 about 18,000 tons can be formed polysilicon production capacity.
"China photovoltaic industry in the phenomenon of the herd phenomenon, especially polysilicon now extremely overheated investment." Shi Zhengrong said yesterday that China is not suitable for manufacturing polysilicon, because electricity is too expensive, not polysilicon production consistent with the scientific development concept. In his view, the investment should go to the polysilicon Canada, the United States, Australia, and other countries relatively cheap electricity.
In this regard, the Chinese Academy of Sciences Academician Jian Shuisheng agreed. He recently wrote an article pointed out that the current production of polysilicon enterprises generally have adopted modified "Siemens methods." The use of the method, one kilowatt solar batteries about 10 kilograms of polysilicon, 5800-6000 kw power consumption needs * h, the consumption of very large. Even if the batteries used in 20 to be stable, renewable solar electricity than not to 8, is relatively low. "Now some companies are to be completed by producing 15,000 tons of polysilicon base, its power consumption will be more than a 1 million kilowatt thermal power station of the year the total power generation, Haomei of nearly 3 million tons, about Pingxiang coal mine for half of each year. "said Jian Shuisheng.
However, there are people in the trade who do not think so. A large domestic enterprises silicon responsible people told this reporter that investment is not fully silicon materials to make money, and more is considering lowering the cost of silicon. Because silicon material prices rose too powerful, can be done only with their own down the cost. "Abroad, in the 10,000-ton silicon material, if we re-thousand ton, the market's natural fluctuations in no way competitive. Do to the industry, and others on the 10,000-ton class, you have the 10,000-ton ; others costs 20 US dollars, and you have to be 20 US dollars, or even lower, in order to competition and foreign. need to know, the market, there will certainly be volatile. "the source said.
Source: 上海证券报 Chen Qijue Dec. 13, 2007
China Mobile Plans Next Month Launch Blackberry 8700G Mobile Phone
China Mobile users in their group announced the General Assembly will be full access to the financial, securities, agriculture, urban management, health care, education, and communications industries, and plans to formally launch next month for the 8700G Model of the Blackberry mobile phone.
Company technical staff, currently Blackberry phones have entered Group conducted tests, without the accident will be officially listed in the next month. China Mobile is the mobile phone pricing to be evaluated. Sure that the pricing of Blackberry phones will be taken with competitive strategies, lower than projected external around 5,000 yuan.
It is learnt that the Blackberry phones in the bare metal prices between 3000-4000 yuan, the development of "sending mobile phone" plan may be that users in the network with a two-year business and the use of Blackberry package, presented Blackberry phones.
Information, Blackberry e-mail can be sent immediately to the mobile terminal to view the types of attachments, high-security, end-to-end encryption, support the use of wireless enterprise data to support synchronization of personal information management functions.
Source: 中国证券报 Chen Jing Dec. 15, 2007
Focus Media Coverage of the Supermarket 168.4 Million US Dollars Acquisition Cgen
On December 10, China's largest digital media group Focus Media (Nasdaq: FMCN) announced that it has the same stores digital advertising network operators Cgen Media reached a definitive agreement to acquire all the shares of the latter. Since then, the sphere of influence of Focus Media comprehensive coverage from the mouth to lift the large supermarket chains.
Under the agreement, Focus Media will be 168.4 million US dollars in cash for Cgen Media 100% of the shares. In addition, if the transaction completed after 24 months of the proceeds Cgen Media achieving specific goals, Focus Media will again pay the highest 181.6 million US dollars in cash and stock. This is the Focus Media in March following the merger of China's largest Internet technology and service providers Allyes largest advertising network after the merger.
It is understood that Focus Media is China's largest digital media group that includes digital outdoor, Internet advertising, wireless phones have three major product lines covering China more than 100 cities, nearly 200 million urban consumer mainstream crowd. Founded in 2003 the Cgen Media is the leading domestic television advertising sales operators, and Carrefour, B & Q, Wumart, associating with Chinese businessmen, and other large retail chains are domestic, in cooperation Focus Media announced the news before the merger, Cgen Media has been to the United States Securities and Exchange Commission filing, plans Nasdaq listing.
Industry analysts believe that Cgen Media listed before the "slam the brakes" stores will completely change the pattern of LCD advertising market, after the completion of mergers and acquisitions, Focus Media Video in stores undisputed marketing network will become China's leading enterprises stores video ads.
Focus Media at the end of 2004 launched China stores terminal hookup network, its precision at the rapidly consumer goods major purchase decision-making crowd, shopping in the affected terminals brand of choice and consumer decision-making market positioning, a national terminal quickly to fill vacancies in the media.
Source: 北京商报 Dec. 13, 2007
Techfaith Wireless Announced That it Would Enter the Indian Market
December 10 news Techfaith Wireless (Nasdaq: CNTF) announced today that the company will enter the Indian market, continue to global expansion. Techfaith Wireless has been an Indian operator with an agreement to supply the latter in high-end CDMA 1X long standby feature phones. Techfaith Wireless from the 2008 first quarter Availability.
Techfaith Wireless CEO Dong Defu said: "India is a very attractive market, with its huge mobile phone user groups, the appropriate network infrastructure, as well as strong economic growth momentum in recent years, the Indian market for high-end handsets in demand growth We believe that, through a combination of technical superiority Techfaith Wireless operators and partners advantage of the region, we can quickly enter the Indian market, and obtained a large number of orders and market share. "
Source: 新浪科技 Moer Dec. 11, 2007