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Import volume and price fell
According to customs data, China's polysilicon imports in February this year was 7558 tons, a decrease of 18.8% from the previous month. Among them, the import volume of general trade mode was 2811 tons, down 20.35% from the previous month and up 104.7% year-on-year. According to the processing trade method, 4,747 tons of polysilicon was imported, accounting for 62.8% of the total imports in the month, which was 7.7% lower than the total processing trade in 2014. Imports from Germany were 1920 tons, down 15.02% from the previous month, about 581 tons; imports from the United States were 1456 tons, imports were down 13.49%, about 227 tons; imports from South Korea were 3286 tons, down 15.02%. About 581 tons; imports from Japan rose by 441% from the previous month, while imports from other regions fell by the same period.
In terms of price, the lowest price of polysilicon imported from Germany is 16.62 US dollars / kg, 17.72 US dollars / kg, 19 US dollars / kg, 19.41 US dollars / kg, 19.80 US dollars / kg, 19.91 US dollars / kg, the highest price is 46.75 US dollars / In kilograms, the quantity is 7787 kilograms, and the weighted average price of customs transactions is 20 US dollars/kg, down 13.04% from the previous month. The mainstream price of polysilicon imports from Germany is between US$19 and US$21.33/kg. The weighted average price of polysilicon imports in February this year was US$19/kg, down 9.52% from January. In fact, since the fourth quarter of 2014, polysilicon prices have been fluctuating. At present, the price of polysilicon has dropped from 160 yuan/kg to 138 yuan/kg, a drop of 13.75%. According to industry insiders, the main reason for the price decline is the huge amount of imported polysilicon, which has impacted the domestic polysilicon supply market, which has led to a selective increase in the procurement of wafer companies in China. The utilization rate of domestic polysilicon enterprises has declined, prices have fallen, and the cost of polysilicon enterprises has increased. Reduce, resulting in a vicious circle.
"Double-reverse" vulnerability still exists
Although the total import of polysilicon declined in February, it is not difficult to see from the customs data analysis that polysilicon in South Korea, Germany and the United States still accounts for an absolute share of China's total imports, and still remains in China's domestic polysilicon photovoltaic industry. It constitutes a considerable impact. In February, customs import data by country showed that 6662 tons of polysilicon were imported from South Korea, the United States and Germany, accounting for 88.1% of the total imports. Among them, imports from South Korea were 3,286 tons, accounting for 43.5% of total imports; imports from the United States were 1,456 tons, accounting for 19.3% of total imports; imports from Germany were 1920 tons, accounting for 25.4% of total imports; The regional import volume was 896 tons, accounting for 11.9% of the total. The analysis of the silicon industry branch of the non-ferrous industry indicates that China currently imposes a 2.4% anti-dumping duty on South Korea's largest polysilicon producer OCI, but this will not have any impact on it. South Korea exports polysilicon to China regardless of whether it is in the form of general trade or processing. No scruples. In February of this year, China imported 3,286 tons of polysilicon from South Korea, accounting for 43.5% of the total imports in the month. It still ranks first in terms of imports and is far ahead of Germany in second place. The United States is also one of the major countries exporting polysilicon to China. In February this year, China imported 1,456 tons of polysilicon from the United States, a decrease of 13.5% from the previous month, but imports of 1,341 tons according to processing trade, accounting for 92.1% of the total imports from the United States in the month. Still, processing trade is absolutely dominant. Since the export of polysilicon by means of processing trade can effectively evade China's "double-reverse" strategy, this is one of the important reasons that make it difficult to effectively return the total import volume to a reasonable range.
The Silicon Industry Branch of the Nonferrous Metals Industry said that the “No. 58 Document†for the suspension of processing trade approval in China has shown a positive effect, and the total import volume of polysilicon has shown a decreasing trend. However, due to the low tax rate and the large amount of exports from the United States through processing trade loopholes, South Korea has already had a serious impact on the domestic polysilicon photovoltaic industry. The tax rate should be adjusted reasonably for the two, and the loopholes in processing trade imports should be blocked to maintain the healthy and stable development of the domestic market. .
Abstract According to the latest customs data, China's polysilicon imports in February 2015 were 7558 tons, a decrease of 18.8% from the previous month, and the number of imports decreased significantly. In this regard, the non-ferrous industry silicon industry branch analysis said that the reduction in polysilicon imports was mainly due to December 31 last year...
According to the latest customs data, China's polysilicon imports in February 2015 were 7558 tons, a decrease of 18.8% from the previous month, and the number of imports decreased significantly. In this regard, the non-ferrous industry silicon industry branch analysis said that the reduction in polysilicon imports was mainly due to the fact that since December 31 last year, the processing trade of large import enterprises supervised by the electronic account book system has been automatically closed, and the import volume of processing trade has decreased. With the gradual implementation of the processing trade manual orders, the total import volume will be stable and low. However, due to the “double-reverse†vulnerability, the amount of polysilicon imported from the United States and South Korea still accounts for a considerable proportion of total imports.