多晶硅面临三大隐忧

Shadows over Polysilicon Industry

多晶硅，被广泛用于半导体制造、光伏太阳能产业，近年来随着欧美国家对新能源——太阳能的热衷，高纯度的多晶硅被迅速生产制造出来，纯度达到6个9（99．9999％）。以上的多晶硅在近两年内被国际买家炒至天价。

With intensive market changing, polysilicon industry now is facing three major shadows. At present, China's polysilicon production capacity now and in progress has been up to 63,560 tons by 2008, which can forms around 18,000 tons annual production capacity. Compared with the sum of the expected production capacity of the world's major manufacturers (excluding China's enterprises) in 2010, this figure is still 10,000 tons larger, and much larger than the expected demand for polysilicon according to domestic battery production capacity. Polysilicon price has shown a sharp shocking. But the average protocol price in 2009 drops 43% which whips up waves in the industry. People in the field say that long-term polysilicon price is expected to decline. After all, it has reached the peak in 2008. From a market point of view, photovoltaic industry's winter is coming with which polysilicon industry is inevitable getting worse. The policy supports are decreasing, photovoltaic cell components will be forced to cut price. And polysilicon supplier will take charge on the loss margin from the entire industry chain.