The development of silicon metal industry depends on the New Deal of photovoltaic industry
State Grid held a press conference to strengthen the grid-connected services of distributed PHOTOVOLTAIC power generation, and proposed that in the future, the qualified distributed PHOTOVOLTAIC projects will provide whole-process services such as system scheme formulation, grid-connected testing and debugging, without charging fees, and the surplus power will be fully purchased. The previous policy stipulated that if a distributed generation project connected to the cost of more than 100,000 yuan. In accordance with the new regulations, the inverter terminal will be the boundary in the future, the out-of-bounds costs will be borne by the grid, and the in-bounds costs will be borne by the owner. This policy change will reduce the grid cost of distributed photovoltaic power generation, which is conducive to the promotion of photovoltaic power stations, a renewable energy source, and the photovoltaic industry may usher in a turning point.
As one of the countries that joined the United Nations Framework Convention on Climate Change and the Kyoto Protocol, China has clear emission standards for greenhouse gases. At the same time, the Chinese government has set a binding target to reduce carbon dioxide emissions per unit of GDP by 40 to 45 percent from the 2005 level by 2020, which will be included in the national economic and social development mid - and long-term plan, and formulated corresponding domestic statistical, monitoring and assessment methods. This requires us to increase the proportion of clean energy, including photovoltaic power generation, while vigorously developing the economy. Therefore, the government has introduced tax cuts, financial subsidies and other forms of photovoltaic support policies, so that China's photovoltaic industry has been a considerable development, especially in the photovoltaic industry with silicon metal as the raw material of greatly increased production capacity.
According to statistics, as of 2011, China's silicon metal production capacity of 3 million tons, the annual production of silicon metal 1.2 million tons, capacity utilization rate is only 40%, in the 1.2 million tons of silicon metal production, domestic consumption of about 600,000 tons, the rest of the complete export, therefore, China's silicon metal production capacity relative to the consumer market, serious excess. Since 2008, the global economy was respectively affected by the United States financial crisis and European debt crisis, silicon metal consumption has also been affected, so that China's silicon metal exports reduced, but also trade friction. The decrease of exports in the international market has increased the pressure on the domestic market, which has brought down the pressure on the domestic market price of silicon metal. At present, the price has fallen to near the cost line and even suffered a large loss.
From kunming pan-asian exchange of silicon metal non-ferrous metal prices, since they were launched in March 2012, silicon metal, the price has fallen by more than 30%, the current basic down near the cost line, falling power weakened, but suffer from excess capacity pressures, pan-asian silicon metal prices since bottoming out in July 2012, barely a decent rebound.
Therefore, the adjustment of photovoltaic policy is conducive to reducing the cost of photovoltaic power generation, promoting the rapid development of photovoltaic industry, and then digesting the domestic excess silicon metal production capacity, so that the silicon metal industry has entered a benign and healthy development.
