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Acquisitiveness polysilicon industry consolidation will soon throw the British “factory” status
Polycrystalline silicon photovoltaic industry, “the king of low cost,” Pei Ying Lee Enterprises, has been in the preparations to establish low-cost competition after the polysilicon industry, the way out.
4 19, Yingli Group Chairman Tony even born in Haikou of Hainan Governor Luo Baoming signed with the “three agreements,” said 11 billion yuan investment in the next three years, high-tech zones in the sea lion Ling Industrial Zone enclave The new base, the initial construction of 100 megawatts of polysilicon photovoltaic capacity, long-term planning and construction of PV polysilicon production capacity of 300 MW.
Seedlings with students, said to this reporter, with the domestic photovoltaic industry production increased dramatically, PV industry profit margins are down, Yingli hope to move upstream, so technologies and standards setters, and will produce plant transfer Other Enterprise.
Although this is a long-term strategic plan, but British interests within the group, on the “virtual factory” is already widely discussed.
Silicon into low-profit era of competition
Seedlings with students but told reporters: silicon photovoltaic industry has entered the era of white-hot competition, bid farewell to the profits of the times, the next step in high-tech silicon photovoltaic industry under the guise of a processing plant for the general low-profit competition.
2008, the polycrystalline silicon photovoltaic solar modules can also sell 300 U.S. dollars export / ton, in 2009 had dropped to 50 U.S. dollars / ton.
Although Yingli not give their products in the market price of its 2009 financial data, you can see because the international price of polycrystalline silicon PV modules decreased, the problem of declining profits.
2009, the British interests worldwide silicon PV modules Sell 540 MW, accounting for the global PV module market, 10% of sales, sales income 8.0 billion. The financial data in 2008, the British Lee sold only about 300 megawatts, the same sales revenue is 80 billion.
Means that although the British interest in 2009 sales doubled and sales rates have basically not changed, its profit of 10 billion yuan. In addition to the decline in selling prices
outside, launched a large number of projects from domestic productivity shocks, it is Yingli other factors must be considered a breakthrough.
Ministry of Industry and Information Technology, according to the latest statistics show that in 2009 domestic polysilicon production capacity of 1.5 million tons by 2011 the production capacity to 30,000 tons.
At the same time, the international market, although demand remained at nearly 50,000 tons of number, but that is based on a number of countries, adjustment of the European photovoltaic industry standards, a large number of European importers rush “last train” and causes a substantial increase in imports. If this phenomenon was changed in 2011, large quantities of polycrystalline silicon photovoltaic module manufacturers will fall into the passive state of overcapacity.
In this case, the bigger your production, all components of polycrystalline silicon photovoltaic manufacturers choice. Yingli is no exception. According to this reporter learned that in 2010, Yingli’s PV modules significantly to their sales volume increase from the 540 MW to 1,200 MW. Haikou’s industrial park project, the first phase of 100 MW of capacity will be directly put into production in June, shipped.
“Virtual factory” concept
Like other polysilicon producers in the large-scale expansion of production capacity at the same time, British interest is also considering the way out after the polysilicon market saturation.