表紙
市場調査レポート

中国の多結晶シリコン産業

Research Report on China Polysilicon Industry, 2015-2019

発行 China Research and Intelligence 商品コード 305176
出版日 ページ情報 英文 60 Pages
納期: 即日から翌営業日
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中国の多結晶シリコン産業 Research Report on China Polysilicon Industry, 2015-2019
出版日: 2015年07月10日 ページ情報: 英文 60 Pages
概要

中国の多結晶シリコン市場は寡占化が進み、2014年5月末現在の製造企業数は、2011年の80社から30社に集約されています。2013年の国内生産量は82,000トンで、業界第一は生産量を前年比36.1%増の5万440トンに引き上げたGCL Silicon Technology Holdings Inc.(GCL-Poly Energy Holdings Limited傘下)。国内産業保護に向けた外国製品への関税政策も、国内生産からの供給過剰により価格が下落傾向にあるため、収益性が低下しています。

当レポートでは、中国の多結晶シリコン産業に注目し、2014-2018年の期間を対象として、市場の推移を予測・分析するほか、需給への影響要因、競合環境、有力企業などについての調査・分析情報をまとめ、概略以下の構成でお届けします。

第1章 中国多結晶シリコン産業の概要

  • 関連概念
    • 定義
    • 分類
    • 応用分野
    • 産業の特徴
  • 中国多結晶シリコン産業の特徴
    • 生産力の拡大
    • 技法の進歩
    • 中国多結晶シリコン産業の問題点

第2章 中国多結晶シリコン産業の発展環境:2011-2014年

  • 経済環境
    • 中国経済
    • 世界経済
  • 行政方針
    • 支援政策
    • 外国からの国内投資に対する政策
    • 多結晶シリコン産業の利用環境

第3章 中国多結晶シリコン産業の稼働状況:2009-2013年

  • 生産
    • 生産力
    • 実績生産量
  • 需要
    • 総需要
    • 需要分野
  • 多結晶シリコンの価格分析
    • 多結晶シリコンの価格動向
    • 価格予測

第4章 中国における多結晶シリコンの輸出入:2009-2013年

  • 輸入
    • 輸入概況
    • 主要輸入相手国
  • 輸出
    • 輸出概況
    • 主要輸出相手国
  • 輸出入状況予測

第5章 中国の主な多結晶シリコン製造企業:2011-2014年(企業プロフィール、多結晶シリコン生産力・実績生産量)

  • GCL-Poly Energy Holdings Limited(GCL Silicon Technology Holdings Inc.)
  • China Metallurgical Group Corporation (China Silicon Corporation Ltd.)
  • LDK Solar Co., Ltd.
  • Baoding Tianwei Baobian Electric Co., Ltd.
  • Guodian Technology & Environment Group Corporation Limited
  • Zhejiang Dunan Artificial Environmental Equipment Co., Ltd.
  • CSG Holding Co., Ltd.
  • Shanghai Aerospace Automobile Electromechanical Co., Ltd.
  • TBEA Co., Ltd.
  • Sichuan Chuantou Energy Co., Ltd.

第6章 中国多結晶シリコン産業の将来見通し:2014-2018

  • 発展への影響ファクター
    • 行政方針
    • 景気
    • 太陽電池産業の稼働状況
  • 供給
    • 生産力予測
    • 生産量予測
  • 需要予測
  • 投資機会についての論評
  • 開発への提言

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目次
Product Code: 1507267

By the end of 2014, the number of polysilicon manufacturers in China has reduced from over 80 in 2011 to about 20 with GCL-Poly Energy Holdings and China Silicon Corporation Ltd dominating the market. In 2014, GCL-Poly Energy Holdings of Golden Concord Holdings Limited ranked first in polysilicon output which was 66,876 tons, increasing 32.6% year on year.

The cost of production of local polysilicon enterprises is higher than international level, which means that profits can only be made when polysilicon is sold at a relatively high price. However, as the price of polysilicon gradually drops, the profit rate of local enterprises declines too.

The Chinese government has issued the Industrial Access Conditions for Polysilicon which states that the size of solar-grade project shall be larger than 3,000 tons per year and that of semiconductor-grade project 1,000 tons per year. Besides, for solar-grade project, the comprehensive energy consumption must be less than 200 kilowatt-hour per kilogram. As to environmental protection, not only the water cycle utilization shall be greater than or equal to 95%, but also waste water, exhaust gas, solid waste and noise all shall meet certain criteria. the Industrial Access Conditions for Polysilicon is expected to reduce the number of polysilicon manufacturers to 20 in China.

On Jan.20, 2014, the Ministry of Commerce of the People's Republic of China announced its final decision of levying a 2.4%-57% anti-dumping duty and a 0%-2.1% anti-subsidy duty on US and Korea-made solar-grade polysilicon from now on. Therefore, polysilicon made in the US and Korea can only indirectly enter China through processing trade and intermediary trade. Influenced by oversupply in the domestic market, polysilicon price will hardly rise despite the anti-dumping and anti-subsidy duties on the US and Korea-made products.

In 2014, 102, 177 tons of polysilicon were imported into China, increasing a record-setting 26.7% year on year, among which 87,065 tons came from Korea, the US and Germany, accounting for 85.2% of the sum. Specifically, 35,743 tons (35.0% of the sum) came from Korea, 21,079 tons (20.6% of the sum) from the US and 30,243 tons (29.6% of the sum) from Germany. Besides, 15,111 tons were imported from other regions which accounted for 14.8% of the total import.

The potential demand for photovoltaic is expected to be large in developed countries like the US and Japan as well as in such emerging market as China in the next few years. And consumption could hopefully facilitate polysilicon production in the world. The photovoltaic cell output in the world is expected to keep an annual growth rate of over 10% in the next few years. In 2014, the increasing power capacity of grid-connected photovoltaic in China was 10.60 million kilowatt, accounting for a quarter of total new capacity in the world and one third of photovoltaic modules output in China. Besides, 8.55 million kilowatt photovoltaic power station and 2.05 million kilowatt distributed power station were added too.

As the downstream market keeps expanding, the demand for polysilicon increases gradually, which drives the growth of its production. Since imported polysilicon can avoid China's anti-dumping and anti-subsidy duties through processing trade, less competitive local manufacturers can only be eliminated from the market, which increases the industrial concentration in China.

The demand for polysilicon will still grow in China, indicating broad prospects and enormous opportunities. However, since the polysilicon industry still faces risks caused by policy, market and international trade at its developing stage, investors need to be careful when they enter the Chinese market.

Readers can get at least the following information through this report:

  • economic situations facing polysilicon industry
  • policy environment of polysilicon industry in China
  • supply and demand of polysilicon in China
  • import and export of polysilicon
  • competition in polysilicon market
  • price tendency of polysilicon
  • major polysilicon manufacturers and their operation status in China
  • development forecast of polysilicon industry in China

The author suggests the following groups of people purchase this report:

  • polysilicon manufacturers
  • solar photovoltaic companies
  • investors and research institutions interested in polysilicon industry

Table of Contents

1. Overview of Polysilicon Industry in China

  • 1.1. Related Concepts
    • 1.1.1. Definition
    • 1.1.2. Classification
    • 1.1.3. Application Area
    • 1.1.4. Industrial Characteristics
  • 1.2. Characteristics of Polysilicon Industry in China
    • 1.2.1. Expanding Capacity
    • 1.2.2. Advancing Technology
    • 1.2.3. Problems in Polysilicon Industry in China

2. Development Environment of Polysilicon Industry in China, 2011-2015

  • 2.1. Economic Environment
    • 2.1.1. Chinese Economy
    • 2.1.2. Global Economy
  • 2.2. Government Policy
    • 2.2.1. Support Policy
    • 2.2.2. Foreign Investment Policy
    • 2.2.3. Anti-dumping and Anti-subsidy Investigation into the US and Korea-made Polysilicon
    • 2.2.4. Industrial Access Conditions for Polysilicon

3. Operation Status of Polysilicon Industry in China, 2010-2014

  • 3.1. Production
    • 3.1.1. Capacity
    • 3.1.2. Output
  • 3.3. Demand
    • 3.3.1. Aggregate Demand
    • 3.3.2. Demand of Different Fields
  • 3.3. Analysis of Polysilicon Price
    • 3.3.1. Polysilicon's Price Trend
    • 3.3.2. Price Forecast

4. Status of Photovoltaic Industry in China, 2011-2015

  • 4.1. Supply
    • 4.1.1. Capacity
    • 4.1.2. Output
  • 4.2. Demand
    • 4.2.1. International Market
    • 4.2.2. Chinese Market
  • 4.3. Export
    • 4.3.1. Export Overview
    • 4.3.2. Major Export Destinations

5. Major Polysilicon Manufacturers in China, 2011-2014

  • 5.1. GCL-Poly Energy Holdings
    • 5.1.1. Company Profile
    • 5.1.2. Polysilicon Capacity and Output

(5.2-2.15. are Structured the Same as 5.1)

  • 5.2. TBEA Xinjiang Sunoasis Co., Ltd
  • 5.3. China Silicon Corporation Ltd
  • 5.4. DAQO New Energe Corp.
  • 5.5. Renesola Ltd
  • 5.6. Yichang CSG Polysilicon Co., Ltd
  • 5.7. Asia Silicon Co., Ltd
  • 5.8. ORISI Silicon Co., Ltd
  • 5.9. Yongxiang Co., Ltd
  • 5.10. Shaanxi Tianhong Silicon Material Co., Ltd
  • 5.11. FW Energy
  • 5.12. DunAn
  • 5.13. Guodian Inner Mongolia Jingyang Energy Co., Ltd
  • 5.14. Yunnan Aixin Silicon Science Co., Ltd
  • 5.15. Huanghe Hydropower Development Co., Ltd

6. Import and Export of Polysilicon in China, 2010-2014

  • 6.1. Import
    • 6.1.1. Import Overview
    • 6.1.2. Major Sources of Import
  • 6.2. Export
    • 6.2.1. Export Overview
    • 6.2.2. Major Export Destinations
  • 6.3. Import and Export Forecast

7. Expectation to Polysilicon Industry in China, 2015-2019

  • 7.1. Factors Affecting Development
    • 7.1.1. Government Policy
    • 7.1.2. Economic Situation
    • 7.1.3. Operation Status of Photovoltaic Industry
  • 7.2. Supply
    • 7.2.1. Capacity Forecast
    • 7.2.2. Output Forecast
  • 7.3. Demand Forecast
  • 7.4. Discussion about Investment Opportunity
  • 7.5. Advice on Development

Table of Selected Charts

  • Chart The First 20 Companies Meeting Industrial Access Conditions for Polysilicon
  • Chart Polysilicon Output in China, 2006-2014
  • Chart Average Price of Polysilicon in the World, 2013-2015
  • Chart Spot Price of Polysilicon in Chinese Market, 2011-2015
  • Chart Import Value of Polysilicon in China, 2010-2014
  • Chart Major Sources of Import of Polysilicon in China in 2014
  • Chart Export Status of Photovoltaic in China, 2011-2014
  • Chart Operation Status of Golden Concord Holdings Limited, 2009-2014
  • Chart Polysilicon Output of Golden Concord Holdings Limited, 2010-2014
  • Chart Polysilicon Output of GCL-Poly Energy Holdings, 2009-2014
  • Chart Output Forecast of Polysilicon in China, 2015-2019
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