Polysilicon industry access conditions are released from the date of release

The “Polysilicon Industry Access Requirements” issued early before the Spring Festival was finally officially released on the official website of the Ministry of Industry and Information Technology. According to the announcement of the Ministry of Industry and Information Technology, the conditions for entry are implemented starting from the date of release, which means that this access standard with far-reaching impact on the polysilicon and photovoltaic industry has been officially put into effect.

The Ministry of Industry and Information Technology indicated that the relevant departments should use the access conditions as the basis for the approval of polysilicon construction projects, record management, land approval, environmental impact assessment, credit financing, production licenses, and product quality certification.

According to the access conditions, the minimum capital ratio of investment in new and reconstructed projects should not be less than 30%; no polysilicon projects can be built within 1000 meters around the area with high environmental requirements; before the approval of the new catalogue of government investment projects, the principle of new polysilicon projects should be established. No longer approved; solar-grade polysilicon project size is greater than 3000 tons per year; solar-grade polysilicon reduction power consumption is less than 80 kwh/kg.

“Formally introduced access conditions provide a one-year grace period for stricter reduction of power consumption, allowing companies to have time to complete technological transformation.” Meng Xianzheng, vice chairman of the China Renewable Energy Society, interviewed by this reporter Say.

According to the access conditions, by the end of 2011, the reduction power consumption of solar grade polysilicon must be less than 60 kwh/kg, and the solar grade polysilicon production line with an integrated power consumption greater than 200 kwh/kg will be eliminated.

Jiang Qian, chief energy analyst at China Investment Advisors, pointed out that 80% of China's current polysilicon manufacturers are small enterprises, which are generally on the order of a few hundred tons. These companies are not as large as they are in terms of scale and energy consumption. It will be the "big limit" that these small and medium-sized enterprises are eliminated.

In his view, access conditions will eventually allow China to form about 10 polysilicon producers.

Meng Xianxuan said that if the threshold of access conditions can be achieved, then the production cost of polysilicon can be controlled at about 30 US dollars per kilogram, which is very close to the average production cost of polysilicon in the world. “After all, the price is the core of the policy. The purpose of the “Entry Conditions” is to promote photovoltaic power generation to achieve parity online through national regulation.”

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