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It is understood that the Industry Coordination Department of the National Development and Reform Commission recently organized a special symposium on polysilicon industry. The meeting believes that with the continuous production of new polysilicon production capacity at home and abroad in the past two years, the output continues to increase, and the contradiction between supply and demand of polysilicon tends to ease. However, since the second half of last year, most domestic polysilicon enterprises have suffered losses in production, and nearly 80% of them have stopped production.
The production stoppage is more obvious in the polysilicon town of Sichuan. According to reports, Sichuan is the region with the most concentrated production of polysilicon in China. In the Ministry of Industry and Information Technology, the first batch of 20 polysilicon enterprises that passed the industry access examination were listed in Sichuan, and there were also six. However, at present, only Sichuan Yongxiang Polysilicon Company and Sichuan Ruineng maintain production, and the rest have been discontinued.
According to the announcement of the listed company, Sichuan Investment Energy Co., Ltd., located in Sichuan, also announced the announcement of the technical shutdown of Ledian Tianwei Silicon Industry Co., Ltd. in December.
A person from the Minjiang River Hydropower Securities Department involved in polysilicon told the reporter that "the polysilicon project we stopped production has not resumed production, and the industry is not very good." The reporter found that the company that announced the suspension of production announcement has not released the announcement of resumption of production.
Overcapacity is undoubtedly an important reason for the suspension of production in a large number of enterprises in the industry. In December last year, the Ministry of Industry and Information Technology had publicized the first list of enterprises that met the "Plastic Industry Access Conditions", and a total of 20 companies were shortlisted. The 20 companies are: Jiangsu Zhongneng, China Silicon High-tech, Daquan, LDK, Xinguang, Emei, Tianwei Sichuan Silicon, Ruineng, Yongxiang, Ledian Tianwei, Tianhong, Yellow River, Asia Silicon, Zhongning, CSG, Kunming Yeyan, Inner Mongolia Shenzhou, Inner Mongolia Shield, Ningxia Ningdian, TBEA.
It can be seen that most of the above-mentioned enterprises are projects of listed companies. Analysts believe that with the improvement of industry entry barriers and the in-depth survival of the fittest in the industry, listed companies' polysilicon projects will emerge from the current haze and the prospects are good.
Eighty percent of polysilicon enterprises stopped production of listed companies were affected
A few days ago, a news about the discontinuation of polysilicon enterprises in the polysilicon industry caused strong repercussions in the industry. After interviewing relevant listed companies, the reporter found that in the listed companies, the situation of production suspension may not be so serious, but most of the production was affected by the decline in the situation. .