More than half of companies entering the polysilicon access threshold will be out

The "Polysilicon Industry Access Requirements" (hereinafter referred to as "conditions") for a long time brewing were issued jointly by the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Environmental Protection on January 24th, in accordance with the optimized layout, structural adjustment, energy conservation, and reduction. The principle of consumption, protection of the environment and safe production, and the establishment of industry access conditions. This is since the September 2009 issue of the State Council, No. 38, “Suppression of Overcapacity in Some Industries and Duplicate Construction and Guidance of Several Opinions on the Healthy Development of Industries”. The government department has again issued relevant opinions on the polysilicon industry.

Some industry insiders believe that the introduction of access standards will eliminate outdated small-scale enterprises, the polysilicon industry may thus usher in a change.

Suspension of Approval for New Projects According to the new industry threshold, polysilicon projects should be in line with national industrial policies, land use policies, and industry development plans. The minimum capital ratio of investment in new construction and expansion projects should not be less than 30%. We will strictly control new polysilicon projects in areas with energy shortages and high electricity prices, and will not approve or record polysilicon projects that lack comprehensive support, safety, health, and environmental protection. "Conditions" also pointed out that before the approval of the new directory of government investment projects, the new polysilicon project will no longer be approved in principle; existing projects must be demonstrated and approved, substandard rectification will be reformed, unqualified reform will exit polysilicon production.

In addition, the "conditions" also make clear provisions on the scale of production and technical equipment. Among them, the solar-grade polysilicon project has a scale of more than 3,000 tons per year, and the semiconductor-grade polysilicon project has a scale of more than 1,000 tons per year. In respect of energy consumption and resource recovery, the new polysilicon project is required to have a production area of ​​less than 6 hectares per kiloton. Solar grade polysilicon reduction power consumption is less than 80 kWh/kg, and by the end of 2011 it is less than 60 kWh/kg. The semiconductor-grade Czochralski polysilicon reduction power consumption is less than 100 kwh/kg, and the semiconductor grade melting polysilicon reduction power consumption is less than 120 kwh/kg. The recovery efficiency of silicon tetrachloride, hydrogen chloride, and hydrogen in the reduction gas is not less than 98.5%, 99%, and 99%. Water resources for comprehensive recycling.

"Conditions" stressed that by the end of 2011, the elimination of integrated power consumption of more than 200 kwh / kg solar grade polysilicon production line.

Bai Hongqiang, the deputy secretary-general of the China Silicon Material Information Research Center, believes that the actual "Conditions" issued today are actually a response to the No. 38 document of the year and encourage enterprises with technology, funds, or environmental protection capabilities to expand and let them Bigger and stronger.

Contributing to existing companies' favorable conditions For new access conditions, a senior executive who once participated in the discussion of “Conditions” said earlier that “according to this standard, only a quarter of the country’s more than 40 polysilicon companies have achieved At this level, half of the polysilicon companies will be eliminated after the standards are issued."

In fact, the market generally believes that some small-scale, low-tech polysilicon production capacity will be eliminated, the industry may usher in a round of reshuffle, but the overall impact on listed companies is positive.

A regional manager of Xinjiang Silicon Industry Co., Ltd. of TBEA said in an interview with the media: “The company’s production capacity for a 1,500-ton/year solar grade polysilicon project has been stable for more than one year after it was put into operation. Due to good sales, there is a gap in supply. It is planned to expand production to 3,000 tons/year. The introduction of this standard has little impact on the polysilicon project of TBEA. According to its disclosure, TBEA is currently negotiating with downstream semiconductor companies to prepare for exporting electronic grade polysilicon products.

According to public information, since the fourth quarter of 2010, there have been very few polysilicon projects approved by government agencies. At the same time, driven by the recovery of foreign photovoltaic power generation market, China's photovoltaic cell industry maintained a rapid development in 2010, and the upstream polysilicon industry is in short supply. CITIC Securities analyst Yang Fan believes that after raising the threshold of polysilicon investment, many speculators who would have preferred to go for a ticket in the polysilicon industry will be kept out of the door; at the same time, it will be beneficial to those who have already built capacity and follow-up plans to expand production. Enterprises play an advantage in scale, increase market share, and reduce production costs.

Cui Qiang, chief analyst of energy adviser Jiang Qian said in an evaluation of the "conditions" after the introduction of the impact, said that in the future there will be seven or eight large-scale polysilicon companies.

In the secondary market, affected by the news of the new access regulations, yesterday, the polysilicon concept stocks bucked the trend. As of the close, many stocks such as Leshan Power, Chuantou Energy, Vosges Co., Ltd., Jiangsu Sunshine, and Tianwei Change have all exceeded gains. 1%.

The policy interpretation of the impact of enterprises in Sichuan, Henan, etc. The newly established entry threshold shows that the minimum capital ratio of investment in new polysilicon and renovation and expansion projects is not less than 30%, strictly controlled in the energy shortage, lack of matching and environmental non-compliance projects Not approved, and set the scale of production and technical equipment, etc., in line with the original market expectations.

It is reported that the introduction of the above-mentioned standards stems from problems such as the repeated construction of polysilicon after the financial crisis and disorderly deployment. To this end, the Ministry of Industry and Information Technology and the State Council have issued "2009 Summer Report on the Operation of China's Industrial Economy" and "Several Opinions on Suppression of Overcapacity and Repeated Construction in Some Industries to Guide the Healthy Development of Industries" in August 2009 and September 2009. Hope to control the situation.

Statistics from China Investment Securities show that as of the first half of 2009, nearly 50 companies in more than 20 provinces such as Sichuan, Henan, Jiangsu and Yunnan have been constructing, expanding and planning to build polysilicon production lines with a total construction scale of over 170,000 tons. The investment exceeds 100 billion yuan. If these capacities are fully realized, it will be equivalent to more than twice the annual global polysilicon demand.

Some analysts pointed out that, according to China's 170,000 tons of planned production capacity, more than 60% of single-line capacity of 3,000 tons or less, according to the provisions of Sichuan, Henan and other provinces of polysilicon companies will be the most affected.

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