6月份我国多晶硅进口量为6911.47吨，环比减少12.47%；进口额为17765.58万美元，环比减少17.24%。1-6月份我国累计进口多晶硅40946.21吨，累计进口额达到113287.81万美元。具体来看，6月份，我国从韩国多晶硅进口超越美国跃居首位，进口量为2468.247吨，环比增长40.82%，其所占比重为35.71%；从美国进口多晶硅2163.74吨，环比减少33.82%，其所占比重为31.31%；从德国进口多晶硅1368.90吨，环比减少33.34%，其所占比重为19.81%。可以看出韩国、美国德国仍是我国多晶硅主要进口国家。

June 6911.47 tons of polysilicon imports in our country，Annulus comparing reduced by 12.47%；Imports for $177.6558 million，Annulus comparing reduced by 17.24%。1-June 40946.21 tons of polysilicon imported in our country，Accumulative total imports, to $1.1328781 billion。Specific to see，June，China imported from South Korea polysilicon surpass the U.S. leapt to the top of the agenda，Imports of 2468.247 tons，Annulus comparing growth of 40.82%，The proportion is 35.71%；Polysilicon 2163.74 tons of imports from the United States，Annulus comparing reduced by 33.82%，The proportion is 31.31%；Imported from Germany polysilicon 1368.90 tons，Annulus comparing reduced by 33.34%，The proportion is 19.81%。Can see that South Korea、The United States Germany are still the main importing countries polysilicon。

2012年6月多晶硅分国别进口情况（单位：万美元，吨）

In June 2012, polycrystalline silicon points import country（unit：$，tons）

数据来源：硅业协会 Data sources：Silicon industry association

2012年6月多晶硅分国别进口分布情况（单位：%）

In June 2012, polycrystalline silicon points import country distribution（unit：%）

                                           数据来源：硅业协会 Data sources：Silicon industry association

        7月20日中国商务部公告，对美国进口多晶硅开始反倾销反补贴调查，  对韩国进口多晶硅开始反倾销调查，调查预计为期一年。此次调查由GCL、LDK、洛阳中硅、大全4家国内多晶硅企业共同发起，以应对韩美进口多晶硅的低价冲击。OFweek行业研究中心认为，发起“双反”短期内可缓解尚未停产企业经营压力，但价格反弹幅度将十分有限，而对已停产企业而言仍未看到复产希望。         July 20, of the ministry of commerce of China public announcement，The import of polysilicon started anti-dumping countervailing investigation，  South Korean imports of polysilicon started anti-dumping investigation，We expect for a year。The poll by GCL、LDK、In luoyang silicon、Daqo 4 domestic polysilicon enterprise jointly launch，In order to deal with the United States imports of the low price polysilicon impact。OFweek industry research center says，launched“Double the”The short term can alleviate production enterprise has not been operating pressure，But the price would be expected to rally is very limited，And to already for the enterprise production is still not see the production of hope。

        预计“双反”对多晶硅价格有止跌作用，但大幅反弹可能性低。根据反倾销条例，反倾销税征收相当于出口国国内市场价格与倾销价格之间差额的进口税。截止7月中旬，全球多晶硅报价在22美金/公斤上下4美金，也就是说至多征收约20%反倾销税，而反补贴税的幅度通常非常小，预计在5%以内。因此在计算征税后多晶硅市场均衡价格时，相当于韩美多晶硅企业的现金成本均增加4-6美金/公斤。根据我们的多晶硅成本曲线模型，2012年多晶硅均衡价格将从16美金/公斤反弹至20-22美金/公斤，基本等于目前多晶硅现货市场价格。因此OFweek行业研究中心判断，多晶硅现货价格将止跌，但反弹乏力。         Is expected to“Double the”The price of polysilicon have reason role，But rebound sharply lower possibility。According to the anti-dumping regulation，Anti-dumping duties on domestic market price is equivalent to the exporter and dumping price difference between import duties。By the middle of July，Global polycrystalline silicon offer $22 / kg fluctuation $4，That is up about 20% on anti-dumping duties，And countervailing duties range of usually is very small，Expected within 5%。So after tax in the calculation of polysilicon market equilibrium price，The United States is equivalent to the enterprise's cash cost polysilicon increased 4-6 dollars/kg。According to our polysilicon cost curve model，2012 years of polysilicon equilibrium price from $16 / kg will rebound to 20-$22 / kg，The basic equal to the current market price polysilicon spot。So OFweek industry research center judgment，Poly spot price reason will be，But rebound fatigue。

       下游电池组件强烈反对“双反”韩美多晶硅。下半年全球光伏装机需求疲弱，组件价格难上涨，因此“双反”若带来多晶硅价格反弹将受到国内电池组件企业的强烈反对。从该角度判断，多晶硅价格反弹也相当困难。中国电池组件企业就业人员数量较大，若大面积破产带来的社会成本很大。我们认为商务部在最终裁定时也会综合考虑国内电池组件企业的利益，降低双反税率幅度。        Downstream cell module strongly opposed“Double the”Korea's beauty of polysilicon。The second half of the global photovoltaic installed sluggish demand，Component prices rising difficult，so“Double the”If prices rebound will bring polysilicon by domestic battery components industry opposition。From this Angle judgment，Polycrystalline silicon prices rebound is difficult。China cell module enterprise the employment of the amount is larger，If the bankruptcy of the social cost of large area with very large。We think that the ministry of commerce in the final ruling when also can comprehensive consideration of the domestic battery components of the interests of the enterprise，Lower tax rate double inverse amplitude。

      “双反”醉翁之意不在酒，目的是遏制别国对我国出口光伏产品的类似制裁。中国商务部此次双反调查将为期一年，预计未等双反出结果，所有国内已停产产能和部分仍在挣扎的产能就将先行退出市场，实际上去落后产能正是当前中国产业结构性调整方向，也是光伏行业健康发展所需。因此双反救不了中国的多晶硅企业。那么双反意义何在？OFweek行业研究中心认为，最大的意义在于施压欧洲不要跟随美国对中国电池组件发起双反，同时迫使美国在双反税率的最终裁定中作出让步。若导致贸易战全面爆发，必将是弄巧成拙，最受伤的是中国自己。       “Double the”Continued rejection of the，Purpose is to contain the other countries on China's export of photovoltaic products similar sanctions。China's commerce ministry of this double the survey will for a year，Is expected to double the before the results，All domestic production capacity and still has part in the production capacity of the struggle will be first to withdraw from the market，Actually went behind productivity is China's current industry structural adjustment of the direction，Photovoltaic industry is the healthy development needs。So the two sides can't save the Chinese polysilicon enterprise。So the double meaning？OFweek industry research center says，The meaning of the largest European don't follow us pressure on China's battery components double inverse launched，And force the United States against the tax rates in the double in its determination to budge。If a full-blown lead to a trade war，Will is self-defeating，The wounded was China itself。