Since late July, the domestic polysilicon market price has rapidly increased, starting from the long-term low market price of $60/kg, rising to the current level of US$95/kg, and the cumulative increase in polysilicon prices within two months. The degree has reached about 50%, and close to the $100 mark. According to China Customs data, China's imports of polysilicon in August was 3,731 tons, an increase of 78.8%.

At the 2010 China (Chengdu) New Energy International Summit and Exhibition 2010 held at the Chengdu International Convention and Exhibition Center on September 29, experts said that the reason for the increase in polysilicon price is the application of new energy markets including North America and Africa. With the increase in the scope, the increase in the polysilicon market capacity has caused the rise of polysilicon, and it is considered to be a good news for the photovoltaic industry market.

China Investment Advisor's recently released "2010-2015 China Solar Photovoltaic Power Industry Investment Analysis and Forecast Report" pointed out that this round of increases in polysilicon prices is a typical recovery rise. The financial crisis that began in the second half of 2008 has suppressed the demand for upstream polysilicon from photovoltaic power stations. With the improvement of the macro environment in the entire world, the demand for photovoltaic power generation companies has gradually been released.

Senior investment researcher Li Shengmao analyst pointed out that polysilicon is the most upstream part of the solar photovoltaic industry chain, the recent increase in the price of polysilicon has already had a certain impact on the development of the entire solar photovoltaic industry, so the market for the future trend of polysilicon prices is very Concern, especially whether polysilicon prices will continue to rise sharply after breaking the $100/kg barrier, is of particular concern. He believes that there is not much room for the rise of polysilicon prices, and the recent sharp rise in polysilicon prices is not sustainable.

Analysts predict that in 2010, the global polysilicon production will be approximately 102,000 tons, and the demand will be 117,000 tons. The overall supply and demand balance will have a slight gap. It is estimated that in 2011, the global demand for polysilicon will reach 144,000 tons and the output will be 152,000 tons. Supply and demand are basically balanced, and for slightly oversupply, the price may turn around in the second half of 2011, when the prices of related downstream products will begin to decline.

It is understood that a quarter of China's polysilicon production capacity is distributed in Sichuan, and Leshan polysilicon production capacity accounted for 80% of Sichuan. Among them, Xinguang Silicon, LeTV Tianwei, Sichuan Yongxiang and other polysilicon producers not only have full orders in their hands, but also Ledian Tianwei and Xinguang Silicon have been locked by polysilicon long singles. In addition, Jiangsu Zhongneng started production of polysilicon primarily to meet its own production of solar wafers since September of this year. Level 1 and level 2 silicon materials are no longer marketed, and only a small amount of silicon grade III is used to satisfy existing customers. Demand. The silicon material produced by Jiangxi Seville is also mainly used to meet its own production.

According to the latest news, international giants are also speeding up the polysilicon industry. Japan's Tokuyama Chemical recently announced that it is preparing to build a 6,000-ton polysilicon plant in the Samalaju Heavy Industries Park in Malaysia. It will officially start construction in early 2011 and is expected to start operating in the spring of 2013. Wacker's new polysilicon installation at its Burghausen production facility was officially put into production not long ago, and Euronall’s metal-grade silicon production base near Trondheim was purchased for EUR 65 million.