Under the State Council issued “on the inhibition of overcapacity and duplication of notification, the wind energy equipment and two new large polysilicon energy industry has been included in the List of copies of construction. Therefore, the original mission of promoting industrial restructuring in the new energy has become the subject of an adaptation of the original target Fengjie environmental silicon photovoltaic materials must be labeled the anti-energy high, high pollution,nikon EN-EL4a charger , the label - for a time, the Chinese energy industry news seems caught in a satirical style Gogol.
cells producing solar silicon as the main raw material of significant bottlenecks occur in 2007-2008, due to the growing demand for solar energy, silicon has become a scarce resource. But by financial crisis and other factors, firstly, the current growth of the solar industry than expected, Germany and Spain have begun to reduce subsidies Solar in 2009, a new peak production of Solar Energy in 2008, only one quarter. On the other hand, launched two years ago of silicon production project has been rushed into service one after another, the output is increasingly contributing to the current oversupply of silicon. Market analyst iSuppli research report shows that the production of silicon in the world in 2009 more than the actual demand of 44,000 tons. With most projects in production, the oversupply of silicon will further deteriorate. While Italy, the United States and other countries will be on the market for solar energy, but not enough to offset the expansion of production capacity of silicon. iSuppli predicts that global production in 2011 will exceed 200,000 tons of silicon, silicon needs of 14 million tonnes surplus production increased by 60,000 tons.
Ministry of Commerce to limit exports of polysilicon processing trade and to open a drastic “. However, even if long been accused of being a “surplus” of marks, the polysilicon industry “excess” argument was everywhere.
NDRC Energy Research Institute, Centre for Renewable Energy Development Ren Dongming, Deputy Director: “The future development, the polysilicon is not necessarily true surplus, China has not yet formed an ideal mechanism for the price of solar energy The market does not start, applications of solar cells prospects are unclear. ”
View Science and Technology Research Institute for Strategic Studies affiliated, although polysilicon capacity expansion soon, but because of the construction period and the reasons for market volatility, has been in short supply, NY221AA , large gaps still need to rely on imports to fill. semiconductor equipment and materials from national standardization technical committee show that in 2009 the current national production of polycrystalline silicon is only 14,000 tonnes while imports remained stable.
Broker is expected to show the continent in 2010 to 45,000 tons of polycrystalline silicon production, semiconductor and solar cells require a total of 44,960 tonnes of polysilicon, the polysilicon supply and balance the demand and production the internal battery in 2011 increased 40% to 7168MW by 7.5 g / w calculated 53,760 tonnes of polysilicon take, assuming a 25% growth in silicon semiconductors to 5,000 tons, domestic production Total 58,760 tonnes of polysilicon demand, domestic production should reach 800 million tons, the pressure of oversupply.
Understanding the emerging industry should not be treated as mature industries, their “surplus” should take a tolerance. productivity growth of new industries, for a point of view means that the concerns and access to capital, which shows that the industrial development and modernization of the possibility of a breakthrough.
Back when the value of profits is not necessarily the price of polysilicon
The price of polysilicon is difficult to madness in 2008, and gradually return to the consensus value of the industry. We learn that within the current tax included in the 410 000 -42 yuan / ton, is expected to slow as demand for PV cells, significant reduction of silicon in the emergency request, the second half of the price pressure the material more silicon. The brokerage report said that production of polycrystalline silicon Suizhao Jishu De breakthrough, the cost will drop Guoneiguiliao; You photoelectric conversion efficiency of silicon materials Yu Tigao and Technology Jin Bu, DMW-BCD10 , Danwei will Jianshao If battery Yong Liang Zhang Qi Hui Gui price value.
Second, the new energy revolution in technology, there are many variables. For example, the crystalline silicon cell industry expected conversion rate in recent years from 17% to 20%, as the use of new technologies and new materials, the effectiveness of which can even be increased to 30-50 %.
The conversion rate of solar cells increased by one percentage point each, the cost would fall by 7%. Just think, when the next breakthrough in the field of innovation in photovoltaic technology, the cost of substantially reduced at the same price, even with energy costs lower thermal thermal power, thus enabling the market capacity will be “infinity.”
Long-term vision, then, today Jiangya capacity building will become the bottleneck for tomorrow?
solar cell industry as Moore’s Law
Little knowledge of the people he will not take on the famous Moore’s Law, Intel founder Moore gains complete, proven, Moore’s Law continues today with vigor, but not limited to representatives of industry in the solar energy sector applies new.
According to Moore’s law, advancement of technology, industrial technology evolves, the cost of solar energy will become more affordable, even without subsidies ultimately compete with traditional fossil fuels situation.
However, signs of the chip and solar power are similar in appearance only. Both involve silicon and electricity, part of the processing technology are the same. However, production of solar panels is much simpler, and high performance. Typically, a plant capable of producing 3,000 per hour, silicon chips, each chip is a solar cell. However, an appropriate scale plants semiconductors may be a year to produce 200,000 chips. It is an industry of high precision, because each chip can be made of 100,000 chips.
Photovoltaic power generation is the use of solar cells solar energy into electricity, can be used independently, but also of the grid. The rapid development of China PV industry, solar cell production in 2000, only 3 MW to reach 1,088 MW by the end of 2007, first in the world.
China’s economy over the long term the theme of the new features of the plate energy is very clear, Mini 735EO , has undergone a relatively long period of time and space.
Recent fundamental changes in the energy sector news, we believe that the political message is even more bullish obvious, expected volatility of investment opportunities. The new market-share in the energy sector is relatively large plate, cover, wind, solar, nuclear energy, energy saving materials and other fields. New energy, as promised by the Chinese economy a major force in the development goals with low emissions of carbon in recent years been attached great importance to the national level relating to industrial policy in place intensive. The stage we believe that new energy vehicles, battery power two new segments may be a greater chance of volatility, the policy faced many benefits can be expected.
New energy battery will benefit from new energy vehicles, electronics and other technological innovations long-term benefits. The Chinese government has published online, “the State Council on further intensify its efforts to ensure the realization of” five “targets for reducing emissions of knowledge” which must continue to demonstrate and popularize energy vehicles news. At the end of May which will be published before the relevant details of implementation, this time is near. Relaunch official energy vehicle market, both in terms of industry development opportunities the entire chain. As the future of car battery into the industry of the lithium-ion batteries will face in the background to promote interest. We are optimistic about the potential volatility of varieties of opportunity. Example, ProBook 4311s , participation des Vosges Keli far, Desai battery, Li-Wei billion can wait. We are concerned about the volatility of the reason the internship opportunities, especially taking into account all the soft market may continue , but the political benefit of the species with more opportunities to show greater volatility in the probability is greater.