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进口冲击大 多晶硅企业多停产--亲稳网络舆情监测室
2012-07-23

  今年1—5月,自韩国进口多晶硅增加了12.11%,价格下降了62.32%;自美国进口则增加了94.51%,价格下降了67.07%。美国和韩国多晶硅企业可能采用亏本低价倾销的战略,等待中国多晶硅企业全线停产,形成事实上的垄断地位,然后提价牟利。

1-5 month this year,Imports from South Korea polysilicon has increased 12.11%,Prices fell 62.32%;Since the United States imports increased by 94.51%,Prices fell 67.07%。The United States and South Korea polysilicon enterprise may adopt the strategy of dumping at low prices to lose money,Wait for Chinese enterprise all polysilicon production,Formation in fact the monopoly position,And then prices profit。

  美国GT Solar公司上海代表处曾对媒体说,目前世界主要的多晶硅企业都在采用GT Solar公司的多晶硅炉生产多晶硅,而采用GT Solar的设备,成本应在30美元/公斤左右。这意味着不足30美元/公斤的价格,基本上是无利甚至在亏损。

The United States GT Solar company Shanghai representative office had said to the media,At present the world's main polysilicon enterprise use GT Solar company polysilicon furnace polysilicon production,And use GT Solar equipment,Cost should be in the $30 / kg or so。This means less than 30 dollars/kg of price,Basically be not to have the even in losses。

  商务部20日发布公告称,决定从即日起对原产于美国的进口太阳能级多晶硅进行反倾销和反补贴立案调查,对原产于韩国的进口太阳能级多晶硅进行反倾销调查。此次调查由江苏中能、江西赛维、洛阳中硅、重庆大全4家国内多晶硅企业共同发起,通过近半年的申诉,赢得了商务部的贸易救济。有关专家称,这次调查对国内多晶硅企业将是个利好,为国内企业健康发展创造了公平竞争的市场环境。

Promulgated by the ministry of commerce 20 announcement,Decision of the people from now on the imported the sun on level of polysilicon anti-dumping and countervailing investigation put on record,Originated from South Korea to import the sun energy level of polysilicon antidumping investigation。The poll by jiangsu can、LDK、In luoyang silicon、Chongqing daqo 4 domestic polysilicon enterprise jointly launch,Through nearly half a year of appeal,The ministry of commerce trade relief won。Experts say,The survey of the domestic enterprise will be a good polysilicon,For the healthy development of domestic enterprise creates the market environment of fair competition。

  中国从美韩进口的多晶硅产品总量大增、价格陡跌

China imported from the United States and South Korea polysilicon products a total、Steep prices fall

  中国是光伏组件生产大国,同时也是多晶硅的进口大国。美国对中国光伏组件展开的“双反”调查和初裁,对中国光伏组件产业带来了较大冲击,大量企业停产,仍在坚持的企业则亏损连连。与此同时,来自美国、韩国等多晶硅生产大国的低价多晶硅产品,也对中国多晶硅产业造成了重大冲击。

China is photovoltaic module production country,Also of polysilicon importing countries。The United States to China on the pv modules“Double the”At the beginning of the investigation and cutting,Pv modules of China industry brought the big impact,Large enterprise production,The enterprise is still sticking to loss-making。At the same time,From the United States、South Korea and other polysilicon production of the nation's low poly products,Also on China's polysilicon industry caused a great impact。

  海关数据显示,与去年同期比较,今年1—5月,自韩国进口增加了12.11%,价格下降了62.32%; 自美国进口则增加了94.51%,价格下降了67.07%。与2008年相比,2011年自美国和韩国进口的多晶硅增长了432%,进口平均单价由最高时的300美元/公斤跌至不足30美元/公斤,下降了90%。

The customs data shows,Compared with the same period last year,1-5 month this year,Imports increased 12.11% from South Korea,Prices fell 62.32%; Since the United States imports increased by 94.51%,Prices fell 67.07%。Compared with 2008,Since 2011 the United States and South Korea imported polycrystalline silicon growth was 432%,The mean price imports by the highest when the $300 / kg dropped to less than 30 dollars/kg,Down 90%。

  发起调查的中国多晶硅企业认为,来自美国和韩国的进口多晶硅产品涉嫌严重倾销。此外,他们还发现,美国联邦政府和州政府向多晶硅企业提供的大量补贴,使得美国多晶硅制造商获得了成本和价格优势,导致美国企业大量向中国低价出口。国内一家多晶硅企业负责人说:“例如,美国的《复兴法案》为清洁能源产业提供了总额为23亿美元的‘先进能源制造业税金抵免’,其中包括美国4家最大的多晶硅制造企业。”

Launching an investigation of polysilicon enterprise think China,From the United States and South Korea to import products of polysilicon suspected of serious dumping。In addition,They also found that,The federal government and the states to provide polysilicon enterprise a large amount of subsidies,Makes the United States won the cost and polysilicon manufacturers price advantage,In the United States, a Chinese enterprise to low-priced exports。A domestic polysilicon enterprise controller said:“For example,The United States《Recovery act》For clean energy industry for the amount of $2.3 billion‘Advanced energy manufacturing tax credit’,Including the United States four largest polycrystalline silicon manufacturing enterprise。”

  同时,目前美国和韩国销往中国市场的多晶硅价格可能低于成本价。多晶硅上游企业多晶硅炉生产企业美国GT Solar公司上海代表处曾对媒体说,目前世界主要的多晶硅企业都在采用GT Solar公司的多晶硅炉生产多晶硅,而采用GT Solar的设备,成本应在30美元/公斤左右。这也意味着,不足30美元/公斤的价格,基本上是无利甚至在亏损。

At the same time,At present the United States and South Korea are sold to the Chinese market price may be less than the cost of polysilicon。The enterprise of polysilicon furnace polysilicon production enterprise American GT Solar company Shanghai representative office had said to the media,At present the world's main polysilicon enterprise use GT Solar company polysilicon furnace polysilicon production,And use GT Solar equipment,Cost should be in the $30 / kg or so。It also means that,Less than 30 dollars/kg of price,Basically be not to have the even in losses。

  一家发起调查的国内多晶硅企业负责人说,通过研究相关公司的财报,也可以印证韩国多晶硅企业在以低于成本价的价格向中国市场倾销多晶硅的事实。主打多晶硅和硅片业务的熊津能源,在2011年第二季度的营业亏损为88亿韩元,第三季度营业亏损高达577亿韩元。这位负责人说,美国和韩国多晶硅企业目前可能采用亏本低价倾销的战略,实际上在等待中国多晶硅企业全线停产,形成事实上的垄断地位,然后再提高价格牟取暴利。

A survey by the domestic enterprise of polysilicon said,Through the study of related company earnings,Also can confirm polysilicon enterprise in South Korea for less than the cost to the Chinese market price of the dumping of polysilicon facts。Main polycrystalline silicon wafer of XiongJin energy business and,In the second quarter of 2011 operating losses for 8.8 billion won,The third quarter operating losses of up to 57.7 billion won。In the,The United States and South Korea polycrystalline silicon enterprises now at a loss may adopt the strategy of dumping at low prices,In fact waiting for Chinese enterprise all polysilicon production,Formation in fact the monopoly position,And then to raise prices permits。

  国内多晶硅产业受冲击明显,43家多晶硅企业中80%已停产

Domestic polycrystalline silicon industry by shock obvious,43 home in polysilicon enterprise has 80% to suspend production

  受低价进口的产品冲击,中国多晶硅产业利润急剧下滑,库存积压严重。据中国有色金属工业协会统计,43家多晶硅企业中,仅有8家勉强开工生产,其他80%的企业已经停产,技术团队和工人流失,投资超过10亿元人民币的一家浙江企业已经进入破产清算程序,全行业面临严重生存危机。

The import of goods by low impact,China polycrystalline silicon industry a sharp fall in profits,Inventory serious。According to the China non-ferrous metal industry association,43 home in polysilicon enterprise,Only eight home barely started production,The other 80% of the enterprise is already discontinued,Technical team and loss of workers,Investment more than 1 billion yuan a zhejiang has entered into the enterprise bankruptcy liquidation procedures,The industry faces a serious existential crisis。

  中国有色金属工业协会硅业分会会长赵家生认为,在这样的情况下,国内多晶硅产业只能奋起自救,向商务部提出调查申请,纠正不公平贸易行为,维护国内产业的合法利益。今年3月,由江苏中能、江西赛维、洛阳中硅、重庆大全4家国内多晶硅企业共同发起的自救行为得到了商务部的高度重视,商务部及时施以了贸易救济手段。赵家生说:“反倾销和反补贴调查是世贸组织允许的救济国内产业,纠正不公正贸易的手段。” 

The China non-ferrous metal industry association silicon industry branch of the ZhaoGuSheng think,In such cases,Domestic polycrystalline silicon industry can only rise save his life,To the mofcom investigation application,Correct not fair trade act,Maintain the legitimate interests of the domestic industry。In march this year,By jiangsu province can、LDK、In luoyang silicon、Chongqing daqo 4 domestic polysilicon enterprise joint initiative of the behavior of the ministry of commerce save get great attention,The ministry of commerce timely attached to the trade relief means。ZhaoGuSheng said:“Anti-dumping and countervailing investigation is the world trade organization allow relief domestic industry,Correct unjust trade means。” 

  江苏中能硅业科技发展有限公司相关负责人告诉记者:“我们渴望能在公平的环境里竞争。”这位负责人说,国内多晶硅企业在美、韩多晶硅进口飞速增长、价格急速下跌的冲击下大面积停产,这次向商务部寻求贸易救济得到积极回应,商务部运用世界贸易组织赋予的权力来调查和纠正美韩不公平贸易行为,为国内企业健康发展创造了公平竞争的市场环境。 

Jiangsu can silicon industry science and technology development Co., LTD, the relevant person in charge of told reporters:“We are anxious to in the environment of fair competition。”In the,The domestic enterprise in polysilicon beauty、Korea's polysilicon import growth、Prices fell sharply under the impact of large area to suspend production,The ministry of commerce to seek trade relief to get actively respond to,The ministry of commerce by the world trade organization with the authority of the United States and South Korea to investigate and correct unfair trade behavior,For the healthy development of domestic enterprise creates the market environment of fair competition。 

  最有竞争力的国产多晶硅将夺回被恶意抢占的市场份额

The most competitive domestic polycrystalline silicon will get malicious preemption market share

  目前,国内多晶硅市场份额大约进口和国产各占半壁江山,此次商务部的调查实施后,对我国的光伏原料市场会产生怎样的影响?

At present,The domestic market share of polysilicon about imported and domestic each half of status,The survey implementation of the ministry of commerce,To our country of photovoltaic material market will produce what effect?

  中国有色金属工业协会提供的数据表明,2011年,中国多晶硅总产能接近15万吨, 中国已成为全球多晶硅生产第一大国,前四大企业名列全球前十名,占70%产能的优质企业在关键技术、产业层次上与国际大企业相当,有的甚至名列全球前列。

The China non-ferrous metal industry association to provide the data show,2011 years,China's total polysilicon close to 150000 tons, China has become a global polysilicon production first great nation,The first four big enterprise ranked as the top 10,70% capacity of high quality in key technology enterprise、Industry level with the big enterprise quite,Some even ranked as the front row。

  “今年的供应量在10万吨以上,比去年增加25%,这意味着即使双反影响了美国进口量,国内多晶硅依然可以满足供应。同时,双反后也不会出现价格剧烈波动,价格将回归正常理性范围,进口价低于正常价值的市场价格将得到纠正。”国内某多晶硅企业高管称。 

“This year's supply of over 100000 tons,Increase by 25% over last year,This means that even if the two sides influenced American imports,Domestic polycrystalline silicon can still meet the supply。At the same time,The two sides also won't appear after prices fluctuated violently,The price will return to normal rational range,JinKouJia less than normal value of the market price will be corrected。”A domestic polysilicon executives say。 

  赵家生也认为,虽然国内目前多晶硅企业大面积停产,但占国内产能70%以上的优质产能集中在四五家企业,这些产能具备全球竞争能力,如果通过打击不正常贸易竞争使得市场价格回归理性,不一定能保护那些不具备竞争力的小型多晶硅企业恢复生产,但具备竞争力的这些有效产能得到保护,必将开足马力保证供应。另外我国每年从欧洲、日本和台湾等市场的进口量也非常可观,综合考虑,我国光伏产业对多晶硅的需求完全可以得到满足。

ZhaoGuSheng also think,Although domestic currently polycrystalline silicon enterprise production area,But accounts for more than 70% of the domestic production high quality production enterprises focus on four or five,These production a global competition ability,If through the blow not normal trade competition that makes the market price return to reason,Can not protect those who do not have the competitiveness of small poly enterprise to resume production,But competitive capacity of the effective protected,Will operate at full guarantee the supply。In addition a year from Europe in our country、Markets such as Japan and Taiwan imports also very impressive,Comprehensive consideration of the,Our pv industry on the demand of polysilicon can be satisfied。

  此外,由于国内产业技术不断提高,有效降低和控制了成本,如果得到有效保护,国内具备全球行业一流水平的产能将得到释放,不但多晶硅供应充分,而且我国市场的多晶硅价格长远来看将会稳定在一个合理水平。

In addition,The domestic industry technology enhances unceasingly,Effective to reduce and control the cost,If be effectively protected,Domestic a global industry level of first-class production capacity will get released,Not only of polysilicon supply fully,And our market prices in the long run will polysilicon stable at a reasonable level。

  中国光伏产业联盟主席朱共山对记者说:“如果商务部最终裁定倾销成立,国内多晶硅价格肯定不会维持当前的‘白菜价’,但涨价的幅度有限。更多的利好是最有国际竞争力的国产多晶硅将夺回被美韩以恶意手段抢占的市场份额。”

China pv industry union chairman zhu mountain of say to the reporter:“If its determination of the ministry of commerce of dumping established,Domestic polycrystalline silicon prices won't maintain the current‘Cabbage price’,But the extent that rise in price is limited。More good is the most international competitiveness of domestic polycrystalline silicon will get be beauty Korea to malicious means the market share of the race。”



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