Under the new situation of silicon carbide industry, new thinking

First, the silicon carbide industry development statusSilicon carbide fine powder as a new multi-functional composite materials, in recent years, is widely used in high-end solar energy, cutting grinding semiconductor, LED, nonmetal ceramics, high-performance sealing rings and other fields. Especially in recent years, both domestic and foreign media and industrial policies are strongly boost the rapid development of this emerging industry. Strong development of photovoltaic industry expectations, resulting silicon carbide industry hot, attracting a large number of enterprises and social investors flocked to overcome the energy conservation and other multi-pressure silicon carbide production enterprises of all sizes can be described as everywhere, the burgeoning optimism .In recent years, as the global voice of the yearly high energy saving, new energy photovoltaic enterprises to obtain a triumph of development, especially in the photovoltaic industry in 2010 experienced a spurt of development. With the rise of the photovoltaic industry, for important materials as silicon wire cutting silicon carbide fine powder to form a huge demand. 2010, the global installed capacity of 15.7GW, the demand for silicon carbide fine powder of about 260,000 tons (of green silicon carbide fine powder), known to be projected green silicon carbide blocks about 500,000 tons of raw materials. In the case of expectations and optimism, our green silicon carbide production capacity has reached 1.6 million tons, mainly distributed in Qinghai, Gansu, Xinjiang and other regions, serious excess capacity.Into 2011, the photovoltaic industry experienced a 2005-2010 compound annual growth rate of more than 40% of rapid growth, this year from April to May, the most important by the European PV market policy changes, the PV installed capacity is almost stagnant state. Serious overcapacity photovoltaic industry chain inventory pressure makes drastic correction, prices have been falling, from integrated systems, components, into silicon, and even higher threshold to the upstream polysilicon raw materials, industrial chain spared. Statistics show that since the start of April 1st polysilicon spot market prices fell 40% (by early April of 780,000 yuan / ton down to the current 350,000 yuan / ton), silicon prices fell more than 40%, component prices fell 27%.The whole industry chain prices fell rapidly, so that all photovoltaic enterprise gross margins have fallen sharply, rapidly narrowing profit margins, some no-cost or even a loss advantage for SMEs, the operating rate fell below 50%. Tragic extent comparable to the 2008 financial crisis.In this context, as part of its industrial chain on a ring, silicon carbide, can not escape the production enterprises, the products have no market price, business situation deteriorated sharply, the industry reshuffle is inevitable.Second, the silicon carbide industry, "danger" and "machine"1, the prices are low, silicon carbide market boom downAs the product homogeneity serious, 2011 massive release of new capacity, the formation of short-term relative surplus in the western region of silicon carbide falling price trend was sustained for several months.Price from raw material silicon carbide blocks early April 11,000 yuan / ton down to the current 9000 yuan / ton, and even some manufacturers have reported 8000-8500 yuan / ton, has formed a short-term vicious cycle. Now, with the western region to cancel preferential tariff policy (tariffs generally reached 0.4 yuan / kWh), a lot of silicon carbide smelting enterprises have already meager profit, almost in barely maintain production.In terms of silicon carbide fine powder, as its main application market, the swings in the photovoltaic industry but also to the silicon carbide fine powder tremendous impact on the market. January and February this year, the price of PV modules and cells begin to fall, followed by silicon, in May after the upstream polysilicon prices also began a marked decline. After nearly three months of continuous decline, the price of polysilicon has been the lowest in six years. Quotes from the entire PV industry decreased downstream to upstream reverse conduction, still no signs of recovery, according to a rough estimate, at least silicon carbide fine powder prices fell more than 15%, or even higher. More worrying still is that prices fell sharply, while turnover has not significantly expanded, and have actually appeared in price and volume of Qi or situation.2, the impact of changes in the economic environment of silicon carbide industrySince March, the country and more off-season "power shortage" phenomenon. National Energy Board and the Development and Reform Commission has issued restrictions, especially high energy-consuming industries industrial electricity, industrial electricity price increases and a series of policies already in a recession for the silicon carbide industry and form a larger impact.2011 With the tightening of national macro-control, the central bank to raise interest rates three times, five times raised the deposit reserve ratio, survival and development of SMEs facing difficulties. SiC bad financial strength within the industry enterprises, survival woeful.Sharply increasing pressure of RMB appreciation, silicon carbide products belong to the state limit the export products, should be noted that this may result in more domestic-oriented enterprises, domestic market competition further intensified.Labor shortageWith the domestic economy to pick up, now the national general labor shortage, silicon carbide industry is no exception, in the current industry downturn, industry and employment issues more prominent, general workers, the wages of skilled workers have a considerable margin in the years after rise, because silicon carbide industry production environment is relatively poor labor intensity is relatively large, the actual labor costs are more difficult to circumvent the hard costs, has given enormous pressure on silicon carbide business.3, changes in the silicon carbide industry's largest PV market bearishAs the world's top two photovoltaic market, Germany, Italy accounted for more than 60% of the world PV market share, and in 2011, following the German government decided to cut solar subsidies 16% after, 1 April, the Italian government introduced a new PV subsidy policy, from the commencement date until the end of 2012, the PV subsidy cuts of 15% -20%; 2013-2015 PV subsidy will be reduced by 30% -35%. As opposed to the traditional current cost of photovoltaic energy is still at a high level, has always been driven by the development of policy, the amount of subsidies granted by the government sector and the development of photovoltaic industry boom of the high positive correlation sudden policy lowered, causing the biggest photovoltaic industry amplitude adjustment, the adjustment even more than in 2008 when the international financial crisis is even larger. This led directly to the silicon carbide fine powder prices and demand reduction.4, alternative technologies diamond wire saw (with wire-cutting example) has developed rapidlyWafer cutting technology currently available as an alternative to recent advances in technology, that Meyer Berger embedded diamond wire saw technology.Diamond wire saw has the world's largest wafer manufacturers - GCL Group successfully tested, while China PV industry representatives - Suntech currently being tested, is expected to the recent success. In addition, listed companies Henan diamond, Huanghe Whirlwind and other companies also recently announced a major investment strategy, the establishment of a joint venture to enter the diamond powder production, mainly used for diamond wire cutting wafers. This information is all reflected: Diamond wire cutting is accelerating to enter the field of solar wafer cutting pace. Will have a direct impact on the future use of the silicon carbide powder.5, quasi-monocrystalline solar cell has been officially put on the marketQuasi-monocrystalline solar cell conversion efficiency of monocrystalline cells with the same, but with the cost of the process rather polycrystalline cells, quasi-monocrystalline ingot technology resulting product has a single crystal efficiency, also has a low cost of polysilicon, the advantages of low attenuation .June 18, 2011, China Henan Anyang Phoenix Solar in Shanghai announced mass production of its quasi-monocrystalline material, will be officially put on the market. At present, more than 10 companies are using the quasi-monocrystalline silicon photovoltaic Phoenix, where two will begin in July bulk orders.From these unfavorable factors, the silicon carbide industry to achieve healthy development as soon as possible out of the current shadow, in addition to expect gradual improvement in the external environment outside the industry itself should be as soon as possible to improve and enhance the revolutionary future situation, the arduous tasks and Road away.