| Green silicon carbide powder market to be promising | |||
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Asian Metal: What you said the powder is only the materials to cut the solar cell wafers? Are the JIS600, JIS800, JIS1000 or JIS2000 excluded? Mr Li: Correct. The output of JIS1200 and JIS1500 which are used to produce polysilicon wafers will be 30,000tpy next year. Asian Metal: Please make some suggestions to our government on behalf of a leading company in powder processing industry. Mr Li: Before our talk, I was on a meeting of the policy of silicon carbide export, talking about the export quotas. Silicon carbide exporters get export quotas through the form of tender, and all the qualified exporters are the ones who have exported silicon carbide in the past years. There are many enterprises that do not produce any silicon carbide getting large quantities of export quotas, while many big producers could not get qualifications to export. We are trying to get some export quotas, but it is difficult for us to make it. Since the silicon carbide is an energy-consuming industry, we understand the policy on this industry. However, what we are considering is how to prompt the exports of high added value materials. Export quota policy should be a method to regular the resources by administrative means, but it is a way to make benefits for a few companies nowadays. It is a problem of interests. The tender price is only RMB300-400/t, but it was talked up to as high as RMB3,000/t last year. Currently, the market price is RMB1,200-1,300/t. I think the macro-policy is correct, and we suggest the government to distribute more quotas on the high added value materials. I think it will benefit to this industry and the whole country. Asian Metal: Many enterprises appeal to increase the export quotas on green silicon carbide, or take other measure to encourage the export of green silicon carbide powder. Mr Li: I think so. We suggest government to administrate silicon carbide export market according to different grades. For example, green silicon carbide powder, abrasive materials and refractory grade silicon carbide. Asian Metal: Except the export quotas, the EU imposes a 52.6% anti-dumping tax on Chinese silicon carbide, which blocks Chinese green silicon carbide out of the European market. Now many PV producers are trying to import green silicon carbide powder from China directly. Mr Li: Therefore, many domestic enterprises are considering to build plants in Southeast Asia in order to enter the European market. Due to the high anti-dumping tax, Chinese green silicon carbide is not competitive in terms of price. Asian Metal: Please make a short-term prediction to green silicon carbide powder and solar cell market. Mr Li: I am optimistic about the future market. Objectively, in the past two years, the Chinese PV market has developed rapidly, but the market was restricted by the short supply of polysilicon. Xinguang Engergy and China Silicon could supply several hundred tons of polysilicon, so most of raw materials were imported. Supported by strong demand, the profit rate reached 700%. Driven by the significant interests, private, government and foreign investors have invested to produce polysilicon. Now most of the smelters are just in trial production or under construction. The properties of polysilicon production are long-term construction, large amount investments. However, if all the smelters put into production, it will drive up the green silicon carbide powder market significantly. We know that Chinese government supports solar cell industry in the long run. Furthermore, many foreign governments encourage PV industry to stimulate economy in the long run, for it is a renewable and clean energy. We are confident in the market in the long run, and some good signals may appear in the fourth quarter of this year. |
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