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中国のポリシリコン産業の分析 (2017〜2021年)

Research Report on China Polysilicon Industry, 2017-2021

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
価格
本日の銀行送金レート: 1USD=113.05円で換算しております。
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中国のポリシリコン産業の分析 (2017〜2021年) Research Report on China Polysilicon Industry, 2017-2021
出版日: 2017年07月05日 ページ情報: 英文 60 Pages
概要

当レポートでは、中国のポリシリコン (多結晶シリコン) 産業に注目し、生産量・需要量・貿易量などの動向見通し (通算8年間分) を予測・分析するほか、主な市場促進・抑制要因、競合環境、有力企業のプロファイルなどを調査しております。

第1章 ポリシリコン産業の基礎概念

  • ポリシリコンの定義と分類
  • 中国の多結晶シリコン産業の分析
    • 上流工程
    • 下流工程
  • 分析手法
    • 各種指標と前提条件
    • データの情報源
  • CRIについて

第2章 中国国内のポリシリコン産業の発展環境

  • ポリシリコン産業の経済環境
    • 中国経済
    • 世界経済
  • ポリシリコン産業の政策環境
    • 産業子船政策の分析
    • ポリシリコン輸入に対する反ダンピング・反補助金捜査
    • ポリシリコン産業のアクセス条件
  • ポリシリコン産業の発展環境
    • 中国国内の太陽電池供給量の分析
    • 中国国内の太陽電池需要量の分析
    • 中国の太陽電池輸出量・輸入量の分析

第3章 中国のポリシリコン産業の分析 (過去5年間分)

  • 中国国内のポリシリコン供給量の分析
    • ポリシリコン生産能力の分析
    • ポリシリコン生産量の分析
  • 中国国内のポリシリコン需要量の分析
    • 全体的なポリシリコン需要量の分析
    • ニッチ市場でのポリシリコン需要
  • 中国国内のポリシリコン価格の分析 (通算8年間分)
    • 過去の価格動向
    • 価格動向の予測値 (今後5年間分)

第4章 中国国内のポリシリコン輸出入動向

  • 中国へのポリシリコン輸入量 (過去3年間分)
    • 全体的な輸入量
    • 主な輸入相手国
  • 中国からのポリシリコン輸出量 (過去3年間分)
    • 全体的な輸出量
    • 主な輸出相手国
  • 輸出入への主な影響要因
    • 生産コスト
    • 貿易保護政策

第5章 中国の太陽光発電産業の発展状況

  • 太陽光発電産業の発展への影響要因
    • 経済環境
    • 政策環境
    • 輸出
  • 太陽電池の供給量の分析 (過去5年間分)
    • 太陽電池の生産能力
    • 太陽電池の生産量
    • 中国国内の太陽電池の生産量・生産構造
  • 太陽電池の需要量 (過去5年間分)
    • 全体的な需要量
    • ニッチ市場での需要量
  • 太陽電池の輸出量 (過去5年間分)
    • 全体的な輸出量
    • 主な輸出相手国
    • 中国の太陽電池輸出に際しての貿易障壁

第6章 中国国内のポリシリコン主要メーカーの分析 (通算3年間分)

  • GCL-Poly Energy Holdings Limited
    • 企業プロファイル
    • ポリシリコンの生産能力・生産量
  • East Hope Group
  • TBEA Co., Ltd.
  • Daqo New Energy Corp.
  • Asia Silicon (Qinghai) Co., Ltd.
  • China Silicon Corporation Ltd.
  • Sichuan Yongxiang Polysilicon Co., Ltd.
  • Yichang CSG Polysilicon Co., Ltd.
  • Inner Mongolia Dun'an Photovoltaic Science and Technology Co., Ltd.
  • Sichuan Renesola Silicon Co., Ltd.
  • Inner Mongolia Shenzhou Silicon LLC
  • Shaanxi Tianhong Silicon Co., Ltd.
  • Inner Mongolia Phoevix Silicon Co., Ltd
  • Guodian Inner Mongolia Jingyang Energy Co., Ltd.
  • Yunnan Aixin Silicon Science and Technology Co., Ltd.

第7章 中国のポリシリコン産業の将来展望 (今後5年間分)

  • 中国のポリシリコン産業の発展に対する主な影響要因の分析
    • 主な市場促進要因と市場機会
    • リスクと課題
  • 中国のポリシリコン産業の将来予測 (今後5年間分)
    • ポリシリコン生産能力の予測
    • ポリシリコン生産量の予測
  • 中国国内のポリシリコン需要量の予測 (今後5年間分)
    • ポリシリコン需要量の予測
    • ポリシリコン輸入量の予測
  • ポリシリコン産業の発展・投資に関する助言

図表一覧

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目次
Product Code: 1707562

Description

In 2016, production volume of polysilicon in China was 194 thousand tons, up by 17.5% YOY; production volume of silicon wafers was about 63 GW, up by 31.2% YOY; production volume of photovoltaic batteries was 53GW, up by 20.7% YOY, new installed grid-connection capacity of photovoltaics reached 34.5GW, up by 127% YOY. Production scales of all links in the industry chain all took over 50% of that of the globe and continued to be the first in the world.

According to CRI, solar grade polysilicon is the major raw material of crystal silicon photovoltaic battery pieces and the fundamental link with the highest technical barrier and the most intensive investment in the whole photovoltaic industry chain. By the end of 2016, newly installed capacity of photovoltaic power generation was 34.54 million kW, and cumulative installed capacity was 77,420,000 kW, both ranking the first in the globe.

In 2016, export value of silicon wafers, battery pieces and components was around USD 13.84 billion, down by 11.3% YOY. Export to emerging markets like India, Turkey, Chile and Pakistan significantly increased while that of occident traditional markets decline to below 30%. In 2016, photovoltaic export decline was influenced by many domestic photovoltaic enterprises' setting up plants oversea. Chinese enterprises invested to build photovoltaic enterprises in over 20 foreign countries. By the end of 2016, production capacity of photovoltaics built oversea was over 5 GW, showing clear trend of globalized allocation of production.

According to CRI, by the end of Jun, 2017, polysilicon enterprises in normal production was 17, declining from over 80 in the end of 2011. Annual effective production capacity was about 230 thousand tons/year, which increased by 20 thousand tons / year compared to the end of 2016. GCL-Poly Energy Holdings Limited, TBEA Co., Ltd. and Daqo New Energy Corp. are leading enterprises.

It is estimated that, by the end of 2017, annual production capacity of polysilicon in China will reach 250-260 thousand tons/year. The current domestic polysilicon production capacity can satisfy demand for raw materials of near 40 GW battery pieces. Presently, over 100 thousand tons of imported polysilicon is mostly processed into photovoltaic components for export which are not directly used by domestic photovoltaic power stations.

From 2008, domestic polysilicon industry was severely impacted by imported products from the U.S. and South Korea. By the end of 2011, due to the large increase of imported polysilicon, import price kept dropping which caused that many domestic polysilicon enterprises stopped production and were in severe difficulties on a large scale. On Jun 20th, 2012, Ministry of Commerce of PRC issued a public notice announcing anti-dumping investigations. On Jan 20th, 2014, Ministry of Commerce of PRC published "Notice on Final Ruling of Anti-dumping Investigation on Imported Solar Grade Polysilicon from the U.S. and South Korea" and ruled that products from the two countries were dumped in China, which had substantive damage to domestic industry and causality existed between dumping and the damage. After that, Ministry of Commerce of PRC implemented a series of anti-dumping investigations on polysilicon, which restrained polysilicon import to some extent, and promoted the increase of domestic polysilicon production capacity and production volume.

According to CRI analysis, fast growing markets in recent years are China, the U.S. and Japan. Chinese government increased additional electrovalence from CNY 1.5 cents/kWh to CNY 1.9 cents/kWh, which filled financing gap of governmental subsidies on wind, electricity and photovoltaic projects. In addition, at the end of 2015, the U.S. government announced to extend 30% of tax credit policies on photovoltaic investment to 2019, which encouraged keeping active investments in the U.S. photovoltaic market in 2017-2019.

Due to the prediction of increasing demand for polysilicon in China photovoltaic industry in the next few years, some new investors, including East Hope Group, announced to enter the market. East Hope Group has invested to build a polysilicon project with annual production capacity of 120 thousand tons in Changjizhou, Xinjiang Province so far. When it is finished, the group will become the largest Polysilicon manufacturer in China. The project adopts the most advanced improved Siemens production process in the world and is equipped with facilities like self-owned power plants to largely reduce costs.

According to CRI, there is a large growth potential in demand for polysilicon in China. However, polysilicon industry in China is in an adjustment period facing many uncertainties like policies and market risks. Therefore, investors are supposed to analyze the market cautiously before entering.

Through this report, readers can acquire the following information or even more:

  • Economy and Policy Environment Faced by China Polysilicon Industry
  • Anti-dumping Measures of Chinese Government against Imported Polysilicon
  • Supply and Demand of Polysilicon in China
  • Polysilicon Import and Export in China, 2012-2017
  • Polysilicon Market Competition in China
  • Price Trend of Polysilicon in China
  • Major Polysilicon Manufacturers in China and Their Operation Status, 2015-2017
  • Driving Forces and Market Opportunities in China Polysilicon Industry
  • Risks and Challenges Faced by Polysilicon Industry in China
  • Forecast on Development of China Polysilicon Industry

Table of Contents

Table of Contents

1 Basic Concepts of Polysilicon Industry in China

  • 1.1 Definition and Classification of Polysilicon

1.1.1Definition

    • 1.1.2 Classification
  • 1.2 Analysis on Polysilicon Industry Chain
    • 1.2.1 Upstream of Polysilicon Industry
    • 1.2.2 Downstream of Polysilicon Industry
  • 1.3 Research Methods
    • 1.3.1 Parameters and Assumptions
    • 1.3.2 Data Sources
  • 1.4 About CRI

2 Development Environment of Polysilicon Industry in China, 2015-2017

  • 2.1 Economic Environment of Polysilicon Industry
    • 2.1.1 Chinese Economy
    • 2.1.2 Global Economy
  • 2.2 Policy Environment of Polysilicon Industry
    • 2.2.1 Analysis on Industrial Supportive Policies
    • 2.2.2 Anti-dumping and Anti-subsidy Investigations on Polysilicon Import
    • 2.2.3 Access Conditions of Polysilicon Industry
  • 2.3 Development Status of China Photovoltaic Industry
    • 2.3.1 Analysis on Supply of Photovoltaics in China
    • 2.3.2 Analysis on Market Demand of Photovoltaics in China
    • 2.3.3 Analysis on Import and Export of Photovoltaics in China

3 Analysis of China Polysilicon Industry, 2012-2016

  • 3.1 Analysis on Polysilicon Supply in China
    • 3.1.1 Analysis on Production Capacity of Polysilicon in China
    • 3.1.2 Analysis on Production Volume of Polysilicon in China
  • 3.3 Analysis on Polysilicon Demand in China
    • 3.3.1 Overall Demand for Polysilicon in China
    • 3.3.2 Polysilicon Demand in China's Niche Markets
  • 3.3 Analysis on Polysilicon Price in China, 2014-2021
    • 3.3.1 Historical Price Trend of Polysilicon in China
    • 3.3.2 Forecast on Polysilicon Prices in China, 2017-2021

4 Import and Export of Polysilicon in China, 2014- 2016

  • 4.1 Analysis on Polysilicon Import in China, 2014-2016
    • 4.1.1 Overview of Polysilicon Import in China, 2014-2016
    • 4.1.2 Major Import Sources of Polysilicon, 2014-2016
  • 4.2 Analysis on Polysilicon Export in China, 2014-2016
    • 4.2.1 Overview of Polysilicon Export in China, 2014-2016
    • 4.2.2 Major Export Destinations of Polysilicon, 2014-2016
  • 4.3 Major Factors Affecting Import and Export of Polysilicon in China
    • 4.3.1 Production Cost
    • 4.3.2 Trade Protection Policies

5 Development Status of China Photovoltaic Industry, 2012-2016

  • 5.1 Factors Affecting Development of Photovoltaic Industry in China
    • 5.1.1 Economic Environment
    • 5.1.2 Policy Environment
    • 5.1.3 Export
  • 5.2 Analysis on Photovoltaic Supply in China, 2012-2016
    • 5.2.1 Analysis on Photovoltaic Production Capacity in China
    • 5.2.2 Analysis on Photovoltaic Production Volume in China
    • 5.2.3 Production Volume Structure of Photovoltaics in China

5.3. Demand of China Photovoltaic Market, 2012-2016

    • 5.3.1 Overall Market Demand
    • 5.3.2 Demand in Niche Markets

5.3. China's Photovoltaic Export, 2012-2016

    • 5.3.1 Overview of Photovoltaic Export in China
    • 5.3.2 Major Export Destinations of Photovoltaics in China
    • 5.3.3 Trade Barriers of Photovoltaic Export in China

6 Analysis on Major Polysilicon Manufacturers in China, 2015-2017

  • 6.1 GCL-Poly Energy Holdings Limited
    • 6.1.1 Enterprise Profile
    • 6.1.2 Production Capacity and Output Volume of Polysilicon

(structure of 6.2-6.15 is similar to 5.1)

  • 6.2 East Hope Group
  • 6.3 TBEA Co., Ltd.
  • 6.4 Daqo New Energy Corp.
  • 6.5 Asia Silicon (Qinghai) Co., Ltd.
  • 6.6 China Silicon Corporation Ltd.
  • 6.7 Sichuan Yongxiang Polysilicon Co., Ltd.
  • 6.8 Yichang CSG Polysilicon Co., Ltd.
  • 6.9 Inner Mongolia Dun'an Photovoltaic Science and Technology Co., Ltd.
  • 6.10 Sichuan Renesola Silicon Co., Ltd.
  • 6.11 Inner Mongolia Shenzhou Silicon LLC
  • 6.12 Shaanxi Tianhong Silicon Co., Ltd.
  • 6.13 Inner Mongolia Phoevix Silicon Co., Ltd
  • 6.14 Guodian Inner Mongolia Jingyang Energy Co., Ltd.
  • 6.15 Yunnan Aixin Silicon Science and Technology Co., Ltd.

7 Prospect of China Polysilicon Industry, 2017- 2021

  • 7.1 Analysis on Factors Affecting Development of Polysilicon Industry in China, 2017-2021
    • 7.1.1 Major Driving Forces and Market Opportunities in China Polysilicon Industry
    • 7.1.2 Risks and Challenges Faced by Polysilicon Industry in China
  • 7.2 Forecast on Polysilicon Supply in China, 2017-2021
    • 7.2.1 Forecast on Polysilicon Production Capacity in China, 2017-2021
    • 7.2.2 Forecast on Polysilicon Production Volume in China, 2017-2021
  • 7.3 Forecast on Polysilicon Demand in China, 2017-2021
    • 7.3.1 Forecast on Polysilicon Demand in China, 2017-2021
    • 7.3.2 Forecast on Polysilicon Import in China, 2017-2021
  • 7.4 Recommendations on Development and Investment in China Polysilicon Industry

Selected Charts

  • Chart Policies Issued by Chinese Government on Polysilicon Industry, 2015-2017
  • Chart Anti-dumping against Polysilicon lodged by Ministry of Commerce of the PRC
  • Chart Output Volume of Polysilicon in China, 2006-2016
  • Chart Price Trend of Global Polysilicon, 2013-2017
  • Chart Spot Goods Price of Polysilicon on China Market, 2013-2017
  • Chart Import Status of Polysilicon in China, 2012-2016
  • Chart Major Import Sources of Polysilicon in China, 2016
  • Chart China's Photovoltaic Export, 2012-2016
  • Chart Operation Status of GCL-Poly, 2012-2016
  • Chart Output Volume of Polysilicon of GCL-Poly, 2012- 2016
  • Chart Forecast on Output Volume of Polysilicon in China, 2017-2021
  • Chart Anti-dumping Tax Rate of Solar Grade Polysilicon in China
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