"Open source and throttling" polysilicon industry can organically "multiply"

The global photovoltaic industry experienced unprecedented difficulties last year, but this year may be the real test of the photovoltaic industry. The reporter learned from the industry yesterday that the actual demand for photovoltaics had declined in the past year. Since there is still considerable inventory left undigested, it is expected that global PV products will continue to show oversupply in this year, and polysilicon prices will be difficult to rise this year. In the face of huge market pressure, how should polysilicon get out of its predicament? It should start from the product itself, make it more cost-effective, reduce energy consumption, and then it can organically “ride”.

The polysilicon industry is based on the existing main process. The “three highs” (high energy consumption, high pollution, and high cost) hats should be removed to objectively reflect the situation of the entire industry. The development of this industry to this day has a good foundation from the perspective of scale. However, we still have to continue to study in several aspects. The first is to strive for further reduction in energy consumption; the second is to increase and stabilize the quality of polysilicon products. This includes the stability of the system, the stability of supporting conditions, and the enhancement of control over existing technologies and stable operation; at the same time, it must increase the number of new polysilicon products. Development, including the development and utilization of its by-products.

The state should refer to the mature experiences of Germany, Japan, and other countries, accelerate the implementation of domestic photovoltaic power generation projects, implement the on-grid tariff method as soon as possible, and give polysilicon companies the conditions for direct power purchase to create equal conditions for polysilicon enterprises to participate in international competition. In addition, we should further support and increase investment in science and technology, improve the technological level, strive to do a good job in the mainstream process, improve quality, stabilize quality, reduce consumption, and improve comprehensive utilization; support the industry in conducting polysilicon industry common technology research, such as detection methods , various specifications, standards, etc., to serve the industry. Third, the policy should encourage the merger and reorganization in the industry to achieve resource sharing, reduce losses, support advantageous enterprises to implement technological transformation or new production capacity, and prioritize the approval of filing.