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进口下跌多晶硅行业景气度继续下降--亲稳网络舆情监控室
2012-12-06

  1月~10月份我国累计进口多晶硅70210吨,同比增加26.16%,平均进口价格为26.16美元/千克,同比下跌61.10%。10月份我国多晶硅进口量约为5714吨,环比下跌30.05%,同比增长25.15%,结束了连续4个月的进口增量,平均进口价格为23.02美元/千克,环比下跌2.69%,同比下跌52.21%,价格跌入谷底。

1 month in October -,Our country accumulated imported 70210 tons of polysilicon,Increased by 26.16% year-on-year,The average import price of $26.16 / kg,Fell 61.10% year-on-year.In October,Our country is about 5714 tons of polysilicon imports,Chain fell 30.05%,Year-on-year growth of 25.15%,Over four months of import increment,The average import price of $23.02 / kg,Chain fell 2.69%,Fell 52.21% year-on-year,Prices fall into the bottom.

  具体来看,10月份,我国从德国进口的多晶硅环比大量减少,进口量为1823吨,平均价格不降反增,达到30.48美元/千克。1月~9月份,我国累计从德国进口多晶硅约17870吨,平均价格约为31.69美元/千克。

Specific to see,In October,Our country from Germany import polysilicon link amount,Imports for 1823 tons,The average price is not drop back increase,Reached $30.48 / kg.January to September,Our country accumulated from Germany import about 17870 tons of polysilicon,Average price is about $31.69 / kg.

  业内认为,10月份,我国从德国进口多晶硅环比大幅下降与德国瓦克限产不无关系。根据其三季报的披露,截至9月份底,其产能减少20%。而随着下半年行情较上半年低迷情况的出现,其限产有进一步加剧的可能。随着9月份现货市场上大量低价硅料出货后,在我国厂商高价长单的影响下,其平均进口价格略有反弹。由于其产品质量高于市场平均水平的关系,国内长单客户被迫接受高价的硅料,不愿意轻易悔单。

Think inside course of,In October,Our country imported from Germany polysilicon link to drop considerably with the German wacker effects of relationship is.According to the third quarterly report disclosure,By September bottom,Its capacity to reduce 20%.With the second half in the first half of the condition in a downturn,The effects of the possibility of a further intensifies.As September spot market a large number of low-cost silicon material after shipment,Manufacturers in China under the influence of high long list,The average import prices rebound slightly.Because of its product quality is higher than the market average relationship,Domestic long single customer was forced to accept the high cost of silicon material,Don't want to easily regrets single.

  另外,我国电子级多晶硅主要是从德国进口的,其平均价格在50美元/千克~70美元/千克的水平,拉高了其整体进口平均价格。10月份,我国从美国进口的多晶硅环比有所减少,进口量为2029吨,平均价格跌到15.77美元/千克。1月~10月份,我国累计从美国进口的多晶硅约为27986吨,平均价格约为22.11美元/千克。美国的硅料品质一向是3个主要进口国中综合品质相对较低的,同时主要供应商REC低价的颗粒料起到拉低整体价格的作用。根据REC的财报显示,其颗粒料的现金成本仅在12美元/千克左右。10月份,我国从韩国进口的多晶硅环比减少,进口量为1326吨,平均价格降到21.12美元/千克。1月~10月份,我国从韩国进口的多晶硅约为16485吨,平均价格约为26.11美元/千克。从韩国OCI三季报披露的情况来看,已推迟总产能约46000吨硅料的达产,以及原厂技改新增10000的产能,对现有产量有一定影响。 

In addition,Our country electronic grade polysilicon mainly imported from Germany,The average price for fifty dollars/kg to $70 / kg level,Pull up the whole import average price.In October,China's imports from the United States polysilicon link has decreased,Imports for 2029 tons,Average price fell to $15.77 / kg.1 month in October -,Our country accumulated polysilicon imports from the United States is about 27986 tons,Average price is about $22.11 / kg.The United States silicon material quality has always been three major importer of comprehensive quality is relatively low,At the same time the main supplier REC low particle materials play down the overall price action.According to REC would display,The particle material only in cash cost about $12 / kg.In October,Our country from South Korea imported polysilicon link to reduce,Imports for 1326 tons,The average price to $21.12 / kg.1 month in October -,Our country from South Korea imported polysilicon is about 16485 tons,Average price is about $26.11 / kg.From South Korea OCI three quarterly report disclosure situation,Output has been postponed to about 46000 tons of silicon material DaChan,And the original 10000 new technical capacity,The existing production has certain influence. 

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