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中国のポリシリコン産業の分析

Research Report on Polysilicon Industry in China, 2016-2020

発行 China Research and Intelligence 商品コード 354634
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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本日の銀行送金レート: 1USD=114.65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 Research Report on Polysilicon Industry in China, 2016-2020
出版日: 2016年03月16日 ページ情報: 英文 60 Pages
概要

中国のポリシリコン産業は近年急速な成長を遂げ、技術水準や生産効率も向上してきました。大手メーカーの生産コストも大幅に低下しつつあります。他方、国外から輸入されたポリシリコンにアンチダンピング関税が課されたことから、国内価格は上昇傾向にあり、それがシリコンウエハーなどの下流工程産業にも影響を及ぼしています。この問題の背景には、中国が世界最大のポリシリコン消費国である一方、米国・韓国からの輸入依存度が高いことが挙げられます。またポリシリコン業界の内部では、小規模企業の淘汰と産業集中度の上昇とが進行しています。中国国内のポリシリコンの潜在的市場は巨大ですが、投資に際しては政策リスクを勘案し、慎重に行動する必要があります。

当レポートでは、中国におけるポリシリコン産業について分析し、全体的な政策・経済情勢や、中国国内の需給動向、対外輸出・輸入情勢、市場競争の状況、価格動向、主要メーカーのプロファイル、今後の市場動向の見通しなどについて調査・推計しております。

第1章 中国のポリシリコン産業の概要

  • 関連概念 (定義、分類、活用領域、業界の特徴)
  • 中国のポリシリコン産業の特徴
    • 生産能力の拡張
    • 技術進歩
    • 中国のポリシリコン産業の諸問題

第2章 中国国内のポリシリコン産業の発展環境 (過去6年間分)

  • 経済環境
    • 世界経済
    • 中国経済
  • 政府の政策
    • 支援政策
    • 対外資政策
    • 米国製・韓国製ポリシリコンへのアンチダンピング/対抗関税調査
    • ポリシリコン産業のアクセス条件

第3章 中国のポリシリコン産業の分析 (過去6年間分)

  • 生産動向
    • 生産能力
    • 生産量
  • 需要動向
    • 総需要量
    • 需要分野
  • ポリシリコン価格の分析
    • ポリシリコンの価格動向
    • 今後の価格動向の予測

第4章 中国の太陽光発電産業の分析 (過去6年間分)

  • 供給動向
    • 生産能力
    • 生産量
  • 需要動向
    • 国際市場
    • 中国市場
  • 輸出動向
    • 輸出概況
    • 主な輸出相手国

第5章 中国国内の主要ポリシリコンメーカー (過去5年間分)

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

第6章 中国のポリシリコンの輸出入動向 (過去5年間分)

  • 輸入額
    • 輸入概要
    • 主な輸入相手国
  • 輸出動向
    • 輸出概況
    • 主な輸出相手国
  • 今後の輸出入状況の見通し

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)

  • 市場動向への影響要因
    • 政府の政策
    • 経済情勢
    • 太陽光発電産業の景気動向
  • 供給状況
    • 生産能力の予測
    • 生産量の予測
  • 需要量の予測
  • 投資機会に関する議論
  • 開発に関する提言

図表一覧

目次
Product Code: 1603331

While China polysilicon industry expands fast in the past years, the technology, management level and production efficiency also improve greatly. Presently, the production cost of China leading domestic polysilicon manufacturers has been reduced largely. Production cost of GCL-Poly, Daqo, TBEA, Sichuan Yongxiang and Asia Silicon is lower than 11-13 USD/kg, which is lower than that of Wacker, OCI, Hemlock, etc and equal to that of enterprises adopting silane fluidized bed, e.g. REC and SunEdison. However, the cost of other domestic enterprise is high up to 16 USD/kg. By the end of 2015, the number of polysilicon manufacturers decreases from 80 in 2011 to less than 20. Leading enterprises are GCL-Poly and China Silicon Corporation Ltd.

From the second half of 2013, affected by "Anti-dumping and Countervailing Duty" on imported polysilicon by China government, the price of polysilicon on China market rose slightly to 167,000 CNY/Ton in the March of 2014. After that, demand on China market decreased so the price decreased to 148,000 CNY/Ton in the end of 2014. In 2015, price of downstream photovoltaic silicon wafer cells rose gradually. China polysilicon manufacturers had to enlarge production and capacity to lower cost. Meanwhile, the product stock of 2014 was still there in 2015. The supply of polysilicon in 2015 was sufficient. Oversupply leads to the downward price. The average price of polysilicon is 120,000 CNY/Ton in China in 2015, down by over 20% YOY. The price dropped from 144,000 CNY/Ton in January 2015 to 106,000 CNY/Ton in December 2015.

Imported polysilicon reached 116,892 tons in 2015, up by 14.4% YOY. Polysilicon imported from Korea was 51,189 tons, accounted for 43.8% of the total import volume. Globally, 91% of polysilicon is consumed in photovoltaic field, most of which is consumed in China. Global giant polysilicon production capacity depends on the consumption of China's expanding photovoltaic market. The polysilicon import volume in China keeps on the high level.

Global photovoltaic installation was 57GW in 2015, up by 23.9%, which is stimulated by China, US, Japan and other emerging market. CRI forecast the installation will reach 65 GW in 2016, up by 14.0%. China, the U.S.A. and Japan occupy 72% of global photovoltaic market. Supported by the U.S. and China market expanding, the global solar energy and photovoltaic industry will keep growing in the next years, which will enhance the demand of polysilicon in China market.

As the downstream market expands, demand for polysilicon is increasing, which promotes global polysilicon production. However, foreign polysilicon enterprises avoid the duties through processing trade and occupy the market with low prices, which lead to elimination of weak enterprises and high concentration rate in China polysilicon industry.

The demand for polysilicon is large, which leads to huge potential for growth in China. Investors may be cautiously faced with risks of policy and market in the development stage of polysilicon industry in China.

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

  • Economy and Policy Environment Faced by Polysilicon Industry
  • Supply and Demand of Polysilicon in China
  • Import and Export of Polysilicon in China
  • Market Competition of Polysilicon
  • Price Trend of Polysilicon
  • Major Polysilicon Manufacturers in China and Their Operation Status
  • Forecast on Development of China Polysilicon Industry

The Following Enterprises and People Are Recommended to Purchase This Report:

  • Polysilicon Manufacturers
  • Major Photovoltaic Battery Manufacturers
  • Investors and Research Institutes Concerned About Polysilicon Industry

Table of Contents

1. Overview of Polysilicon Industry in China

  • 1.1. Relevant Concepts
    • 1.1.1. Definition
    • 1.1.2. Classification
    • 1.1.3. Application Areas
    • 1.1.4. Industry Features
  • 1.2. Features of Polysilicon Industry in China
    • 1.2.1. Expansion of Production Capacity
    • 1.2.2. Technical Progress
    • 1.2.3. Problems in China Polysilicon Industry

2. Development Environment of Polysilicon Industry in China, 2011-2016

  • 2.1. Economic Environment
    • 2.1.1. China Economy
    • 2.1.2. Global Economy
  • 2.2. Government Policies
    • 2.2.1. Supportive Policies
    • 2.2.2. Policies on Foreign Investment
    • 2.2.3. Investigation of Anti-dumping and Countervailing Duty on Polysilicon Made in the U.S.A. and Korea
    • 2.2.4. Access Conditions of Polysilicon Industry

3. Analysis of China Polysilicon Industry, 2010-2015

  • 3.1. Production
    • 3.1.1. Production Capacity
    • 3.1.2. Output Volume
  • 3.3. Demand
    • 3.3.1. Total Demand
    • 3.3.2. Demand Fields
  • 3.3. Analysis of Prices of Polysilicon
    • 3.3.1. Price Trend of Polysilicon
    • 3.3.2. Forecast on Prices

4. Analysis of China Photovoltaic Industry, 2011-2015

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

5. Major Polysilicon Manufacturers in China, 2011-2015

  • 5.1. GCL-Poly Energy Holdings Limited (GCL Silicon Technology Holdings Inc.)
    • 5.1.1. Enterprise Profile
    • 5.1.2. Production Capacity and Output Volume of Polysilicon

(Structure of 5.2-5.15. are similar to 5.1)

  • 5.2. TBEA Co., Ltd.
  • 5.3. China Silicon Corporation Ltd.
  • 5.4. Daqo New Energy Corp.
  • 5.5. Sichuan Renesola Silicon Co., Ltd.
  • 5.6. Yichang CSG Polysilicon Co., Ltd.
  • 5.7. Asia Silicon (Qinghai) Co., Ltd.
  • 5.8. Inner Mongolia Shenzhou Silicon LLC
  • 5.9. Sichuan Yongxiang Polysilicon Co., Ltd.
  • 5.10. Shaanxi Tianhong Silicon Co., Ltd.
  • 5.11. Inner Mongolia Phoevix Silicon Co., Ltd
  • 5.12. Inner Mongolia Dun'an Photovoltaic Science and Technology Co., Ltd.
  • 5.13. Guodian Inner Mongolia Jingyang Energy Co., Ltd.
  • 5.14. Yunnan Aixin Silicon Science and Technology Co., Ltd.
  • 5.15. Huanghe Hydropower Development Co., Ltd.

6. Import and Export of Polysilicon in China, 2011-2015

  • 6.1. Import
    • 6.1.1. Import Overview

6.1. 2. Import Sources

  • 6.2. Export
    • 6.2.1. Export Overview
    • 6.2.2. Major Export Destinations
  • 6.3. Forecast on Import and Export Status

7. Prospect of China Polysilicon industry, 2016-2020

  • 7.1. Factors Influencing Development
    • 7.1.1. Government Policies
    • 7.1.2. Economic Situation
    • 7.1.3. Operation Status of Photovoltaic Industry
  • 7.2. Supply
    • 7.2.1. Forecast on Production Capacity
    • 7.2.2. Forecast on Output Volume
  • 7.3. Forecast on Demand
  • 7.4. Discussion about Investment Opportunities
  • 7.5. Development Recommendations

Selected Charts

  • Chart The First 20 Enterprises in Accordance with Access Conditions of Polysilicon
  • Chart Output Volume of Polysilicon in China, 2006-2015
  • Chart Global Average Price of Polysilicon, 2013-2016
  • Chart Spot Price of Polysilicon on China Market, 2011-2016
  • Chart Import Value of Polysilicon in China, 2011-2015
  • Chart Major Sources of Import for Polysilicon in China, 2015
  • Chart Export Status of Photovoltaic in China, 2011-2015
  • Chart Operation Status of GCL-Poly, 2011-2015
  • Chart Output Volume of Polysilicon of GCL-Poly, 2011-2015
  • Chart Forecast on Output Volume of Polysilicon in China, 2016-2020
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