Polysilicon supply situation will continue
Polysilicon material mainly used in two areas: semiconductor and solar cell industries, according to the purity, can be divided into electronic and solar grade level. In recent years, the world semiconductor industry and the development of photovoltaic industry, in particular by the development of silicon solar cells is driven to rapid growth in the polysilicon market, the world's polysilicon current imbalance between supply and demand issues outstanding, it has as the world's concerns. 2006 global output of solar cells for 2521 MW, which crystalline silicon solar 2132 MW, polysilicon consumption of about 23,000 tons, accounting for polysilicon demand total 45,000 tons of about 50%; annual output of 3.7 polysilicon 10,000 tons, the market shortfall of about 08,000 tons, but takes the solar cell production capacity in terms of the numerical gap greater.
Faced with a shortage of polysilicon market remained situation, the international advantages of a base set polysilicon production enterprises development plans have large-scale expansion. For example, the United States spent 1 billion US dollars Hemlock polysilicon capacity expansion, the company forecast 2010 polysilicon production by 2006, the 10,000 tons to 31,000 tons; Germany Wacker Polysilicon is a new factory, It is estimated that by 2010 the plant polysilicon production from the current 6,500 tons to expand more than doubled to 14,500 tons, while MEMC is that the 2010 can be expanded two times annually, it is estimated that after 2008, production will reach 6,700 tons ; Japan and Germany-the company plans to invest 390 million US dollars to establish a new polysilicon plants, new capacity of 3,000 tons is expected to be completed in 2009.
At the same time the long-term development of solar energy industry and the potential shortage of polysilicon materials, has also attracted a large number of new investors and new technologies to accelerate the industrialization of the production process. Including a traditional Korean Siemens law input DC chemical, Hoku Hawaii in the United States, Spain Isofotonetal. France FrenchConsortium, Russia Crys-tal, Russia Russia / FSU, Japan M. Setek other metallurgical purification techniques used Elkem of Norway, Japan JFE, Japan's Nippon Steel, the United States companies such as Dow Corning polysilicon solar project started large-scale production.
International original polysilicon manufacturers large-scale expansion and the release of new projects capacity, the global supply and demand imbalance in the situation of polysilicon in 2008 after the end of the gradual easing, it is estimated that in 2010 after the international market prices will also polysilicon With productivity growth down, will be increasingly fierce market competition, technology and cost competitiveness will be the key to success or failure of the enterprise decision.
In recent years, China's IC industry and the development of solar cells, and greatly promote the development of market demand for polysilicon materials. 2001 to 2006 China's integrated circuit (IC) with the average annual growth of the polysilicon market demand for 14.9%, while domestic output of solar cells while the average annual rate of 157% growth. Six years on solar cell production and expand the demand for polysilicon 110 times. 2006 domestic production of integrated circuits used 551 tons of monocrystalline silicon, polysilicon demand of about 847 tons, the output of 370 MW solar cells, polysilicon demand of about 4,100 tons, the total demand for polysilicon was close to 5,000 tons, while the entire polycrystalline Silicon yield only 287 tons, the supply and demand ratio less than 6%.
The rapid development of solar cells, leading to tension in the supply of polysilicon raw materials, the majority of solar enterprises can not operating at full capacity, its yield of only 30% to 40%. In such circumstances, the price of polysilicon materials suddenly increased polysilicon not normal "profiteering" situation has also stimulate domestic investment and business expansion of the initiative.
Source: 中国电子报 Lu Jin & Li Qingyan Dec. 14, 2007
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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 2
China Photovoltaic Industry Polysilicon Shortage Continues:Part 1
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.
Link:
China Photovoltaic Industry Polysilicon Shortage Continues:Part 1
China Photovoltaic Industry Polysilicon Shortage Continues:Part 2
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