Excess capacity, China's polysilicon industry, the biggest challenge

18 evening, the Commerce Department announced that our country from the United States, South Korea polysilicon "double reverse" the preliminary results, after nearly a year of detailed investigation, the decision to impose the form of deposits from the United States and South Korea solar grade polysilicon to take temporary anti-dumping measure. But deep polysilicon industry overcapacity problems have yet released. "Dual" emergency, not help, experts believe that this can be mitigated to some extent low-priced imports on the domestic polysilicon polysilicon market impact,
11 South Korean polysilicon maker is levied anti-dumping margin
According to the China Nonferrous Metals Industry Association Branch of the silicon industry statistics, the first half of this year, imports of domestic polysilicon polysilicon has occupied 75% market share.
 
All along, the United States and South Korea and other countries continued expansion of polysilicon production enterprises on the one hand, the other hand, enjoy government subsidies continue to cut prices, making imports more expensive than domestic polysilicon polysilicon prices much lower, and thus an amazing amount of growth and below-cost prices The advantage of the rapid occupation of China's downstream market.
 
Four domestic polysilicon enterprises should apply, last July 20, Chinese Ministry of Commerce officially accepted and decided to export to the U.S. China's polysilicon product launch anti-dumping, countervailing "double reverse" survey, while exports to South Korea China's polysilicon product launch anti-dumping investigations.
The nation's largest producers of polysilicon - silicon industry in Jiangsu Vice President Lv Jinbiao said the U.S. and South Korea to accept government subsidies and polysilicon exist below the normal price of the fact that a lot of dumping China, which greatly restricted the domestic polysilicon industry. Department of Commerce preliminary ruling is to safeguard the legitimate interests of the national industry, the entire domestic polysilicon industry will bring about significant change.
 
18, the Commerce Department to make a "double reverse" preliminary ruling. Preliminary ruling finds that since the United States imports of polysilicon dumping margin of 53.3 to 57 percent, imports from South Korea dumping margin of 2.4 to 48.7%, so it will be in 11 countries mainly polysilicon manufacturers a comprehensive anti-dumping margin.
 
 
Europe and Korea "treatment" big difference
In fact, our preliminary results of polysilicon reason why the EU has aroused widespread concern, because these widely with EU PV "double reverse" case together.
 
However, the attention of all sectors of the EU's anti-dumping preliminary imported polysilicon decision does not also released. Reporters learned from insiders, the EU and South Korea polysilicon anti-dumping cases filed separately, not with a case, it will be determined separately.
Notably, the industry generally believe that the margin rate levied on the difference from the point of view, the Korean corporate tax rates are generally lower than U.S. companies.
The polysilicon "double reverse" the founder of the important Lv Jinbiao explained to reporters: "We should not put our country on Europe and Korea polysilicon 'dual' with the United States, the European Union on China's PV modules 'double' confused. This are two different trade disputes, you told me you dumped me check, the normal response to the WTO, there is no retaliation for a say. "
 
 
Among them, the United States, MEMC Pasadena Ltd and Hemlock Semiconductor Corporation is levied anti-dumping duties of 53.7%. REC and the United States together with other companies AEPolysiliconCorporation will be charged 57% of the anti-dumping duties. While South Korea's largest polysilicon producer OCI Corporation only be levied anti-dumping duties of 2.4%, South Korea Silicon Industry Co., Ltd. is a 2.8% levy anti-dumping duties.
 
SW industry analyst Yu Wenjun said that preliminary results came out, the U.S. and South Korea will directly increase the cost price of products in China, and thus weaken its competitiveness in the Chinese market. Polysilicon products from Korea but has accounted for three percent of total imports, which OCI Corporation's products occupy the largest share of the two areas of silicon and polysilicon prices of long-term pressure. Only 2.4 per cent of the temporary tax levy, or will make further under the pressure of domestic polysilicon prices.
 
"Dual" does not help companies need to help themselves survive
 "This year domestic polysilicon market demand will reach 800 million tons is expected, but the domestic enterprises are able to form effective capacity exceeded 140,000 tons, even without considering the share of imports of polysilicon, the domestic surplus still exists, prices are likely to go in the second half downward, some SMEs may be unable to go. "China Renewable Energy Society, vice president Zhao Yuwen road.
Although preliminary results have come out, but in fact, the deeper the domestic polysilicon industry overcapacity problems have yet released.
  
According to the China Nonferrous Metals Industry Association report released earlier disclosed that at present, China has put into operation 43 polysilicon companies, still remaining six companies started production.
 
But the "double reverse" is not the ultimate way to save Chinese enterprises. China Nonferrous Metals Industry Association, Silicon Industry Branch official said, South Korea imposed on polysilicon "dual" tariffs, will fight to some of China's polysilicon industry development time. But if you want to radically change the situation, but also depends on the level of domestic enterprises to improve their technology.
 
Throughout China's polysilicon industry, its technology and cost control energy and foreign companies do not compete too much. To stay competitive in the world, to improve the long-term development of the industry, in addition to strong government support, still need all the enterprises in technological innovation, industry self-regulation and other aspects intensify.
 
Yu Wenjun analysis, once the domestic market demand has been restored, the state should introduce stringent industry access conditions, fundamentally prevent blind speculation, overcapacity tragedy occur again, so that the real strength of high-quality photovoltaic enterprises can obtain fair chance to compete, making the healthy development of the industry, for the benefit of the masses to make solar. Prior to the preliminary results themselves will suffer the pain of dumping of domestic polysilicon manufacturers to bring some good, especially domestic polysilicon production is still leading manufacturers will clearly benefit.