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This means that as an important means of reducing energy consumption, the Ministry of Industry and Information Technology will put pressure on backward production capacity again. At present, the Ministry of Industry and Information Technology is decomposing tasks to local governments, and the backward production capacity of steel, polysilicon and Other industries will face fatalities.
High-energy polysilicon production capacity will be eliminated as a binding indicator. The energy saving target set by the “Eleventh Five-Year Plan†is a 20% reduction in energy consumption per unit of GDP. The data show that from 2006 to 2009, energy consumption per unit of GDP dropped by 1.79%, 4.04%, 4.59% and 2.2% respectively.
This means that to achieve the energy saving goals of the “Eleventh Five-Year Planâ€, “the energy consumption per unit of GDP in 2010 should fall by more than 6%, and the difficulty exceeds any of the four years before the “Eleventh Five-Year Planâ€.†National Energy Saving and Development Commission Energy Saving Lv Wenbin, Director of Emissions Reduction, said.
At the end of March, the Department of Raw Materials of the Ministry of Industry and Information Technology proposed to the local government departments the total number of tasks that needed to be eliminated in 2010. By the end of this year, the country will shut down 8,000 small coal mines that do not have relevant conditions and phase out 200 million tons of production capacity; and we will eliminate 5000 small thermal power units. Million kilowatts; close all small coke coke devices below 4.3 meters.
For the polysilicon industry with big controversy, this time it was also included in the elimination phase. The Ministry of Industry and Information Technology requires that before 2011, polysilicon production capacity with an integrated power consumption of more than 200 kWh/kg should be eliminated.
Polysilicon will welcome the trend of integration According to the latest research report released by the Bernreuter Information Research Corporation, which released a study on the polysilicon market in the past, the production status of solar polysilicon shows that as the main raw material for the semiconductor and photovoltaic industries, polysilicon used to be in short supply, but in 2009 it turned To oversupply. With the rising demand of major PV market in 2010, the relative pressure of polysilicon price changes. However, by 2011, the turbulence in the polysilicon industry will be inevitable.
According to the Bernreuter study, if there is no market adjustment, by 2012, manufacturers from China will be able to provide about 80,000 tons of polysilicon production, which is equivalent to 1/3 of the world's 250,000 tons of polysilicon production.
A senior person in the domestic photovoltaic industry expects that with the release of the “State Council’s Forwarding Development and Reform Commission and other departments’ measures to curb some industries’ overcapacity and redundant construction and guide the healthy development of industries†as well as the introduction of the “polysilicon industry access standards†in September last year, Domestic small polysilicon plants will eventually die out. In particular, companies that produce more than US$35 per kilogram of production costs and do not meet environmental protection requirements will face enormous pressure to phase out.
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The Ministry of Industry and Information Technology will hold a quarterly press conference on the operation of the industrial communications industry on the 22nd, and will also introduce the progress of eliminating backward production capacity.