ChinaByte数据调查

Abstract
 
Nowadays, governments of various countries, under the pressure of increasingly tensed energy supply and intensified environment protection, are paying more and more attention to renewable energy. Solar energy is known as an important renewable energy and its exploration and utilization have become a fundamental part of sustainable development strategy. In the future, solar energy is expected to take a much more important position in all energies used by human beings. 

Proportion of PV Power Generation to Total Energy in Mid- and Long-Term 
 

Photovoltaic power generation industry has been backed by various countries, and especially it has got great support from the European countries. Solar cell demand in the world is growing rapidly, so currently solar cell supply falls short of demand in the global market. Boosted by the international environment, solar cell demand in the global market also keeps rising, which has given an impetus to the rapid development of China’s solar photovoltaic industry.

The rapid development of solar cell has lead to a tight raw material supply of polysilicon. Most solar cell companies can not run at full capacity, with their operation rates reaching only 30% to 40%. Under such a condition, polysilicon price has skyrocketed. The abnormal “profiteering“ of polysilicon producers has greatly stimulated domestic companies to expand their production capacity or invest in such projects. A surge in PV industry demand for polysilicon, a relatively low requirement for low-end polysilicon products and a relaxed technology threshold have also stimulated many companies to pour huge sum of money into polysilicon projects with amazing production capacity.

Under the condition of a continuously tight supply of polysilicon, some international polysilicon giants have worked out plans to vigorously expand production capacity successively. Meanwhile, a great number of investors have lured to polysilicon production, which has picked up the pace of integrating new processing techniques with large-scale production.

Demand-supply imbalance in the global polysilicon market will be eased off in 2009, with new projects and capacity expansion projects put into operation successively. It is forecast that after 2010, polysilicon price in international market will fall, following a rise in production capacity, which will lead to an increasingly fiercer competition. Competition of processing technique and production cost will be the key factors deciding the fate of companies.  

Main international polysilicon giants in the world are now actively seeking for new technology, new processing techniques and new equipments. Chinese producers still lag behind them in both technology and processing techniques. Under the circumstances that China’s PV market has not started yet and domestic investment in the industry has become irrational, there exist potential risks in the industry with low-level redundant construction. In China, several large companies adopt the cooperation strategy in the investment in polysilicon projects and regard such investment as diversified business to spread their risks. From the perspective of investors, they should be vigilant in investing in companies with polysilicon production as the sole business and the introduction of immature technology.

From the perspective of geography, Sichuan province in the southwest part of China is most likely to become the most important polysilicon production base in China, followed by Jiangxi province in the south part of China and Liaoning province in the northeast part of China. 

This report makes an in-depth analysis of the development of polysilicon industry both at home and abroad and makes a profound study on market, processing techniques, supply and demand of China’s polysilicon industry. The report also provides you with the valuable information on key polysilicon producers and investment in the industry at home and abroad. We believe that the report is an important reference for polysilicon producers, investors, research institutes to get a good understanding of China’s plysilicon industry.

Contents 
1. Overview of the Polysilicon Industry
1.1 Product Definition
1.2 Product Classification
1.3 Application Fields and Development Significance

2. Polysilicon Industry Chain
2.1 Industry Chain
2.2 Solar Power Generation
2.3 Economical Efficiency of Solar Power Generation

3. China Polysilicon Industry
3.1 Industry Development
3.1.1 Overview of China Polysilicon Industry
3.1.2 Rapid Development in Recent Years
3.3 Existing Problems in Polysilicon Industry
3.3.1 Main Problems
3.3.2 Countermeasures and Suggestions
3.4 Polysilicon Technology

4. Polysilicon Industry Development in Different Regions
4.1 A Polysilicon Production Base to Be Created in Inner Mongolia Autonomous Region
4.2 PV Industry Chain to Be Developed in Jinzhou City of Liaonian Province
4.3 Silicon Material and PV Industry in Jiangxi Province
4.4 The Largest Polysilicon Production Line to be built in Sichuan Province

5. Polysilicon Supply and Demand
5.1 Ever Increasing Demand
5.2 Demand of Solar Energy Industry for Polysilicon
5.3 Forecast of Polysilicon Demand and Supply in the Future
5.4 Fast Growth of Polysilicon Demand Driven by A Rise in Solar Cell Output

6. Key Companies
6.1 Baoding Tianwei Baobian Electric Co., Ltd.
6.1.1 Company Profile
6.1.2 Polysilicon Business
6.2 Tongwei Co., Ltd.
6.2.1 Company Profile
6.2.1 Polysilicon Business
6.3 Tebian Electric Apparatus Stock Co., Ltd.
6.3.1 Company Profile
6.3.2 Polysilicon Investment
6.4 Sichuan Chuantou Energy Stock Co., Ltd.
6.4.1 Company Profile
6.4.2 Polysilicon Business

7. Conclusions
7.1 Trend Forecast
7.2 Investment Opportunities
7.3 Risks Alarm

Selected Charts 
Polysilicon Industry Chain
Proportion of PV Power Generation in Energy Resources in Medium-Long Run
Development Logic of PV Power Generation
PV Product Prices Drop Sharply with the Expanding Output Capacity
Global Solar Cell Yield and Forecast
PV Cell Price again in Declining Tendency
PV Cell Yield and Growth Rate
Global Supply of Polysilicon
The Demand and Supply of Solar Energy Polysilicon
Global Solar Cell Output and Growth Rate in Past Decade
Forecasted Supply and Demand for Polysilicon