Polysilicon spot prices in the international break last weekend, 90 U.S. dollars / kg mark, and continued to 100 U.S. dollars mark for the impact, which caused the domestic industry the cost of PV power plant licensing concerns.

“As quoted 0.7288 yuan / lowest price, the price of polysilicon to be reduced to 25 dollars / kg can be achieved.” September 14, a solar company executives have questioned the cost of polysilicon components occupy 60% above the current price of polysilicon, the state the second round of concession projects photovoltaic solar power plant 13 will be difficult to profit.

August 10, a total of 13 280 MW PV power station project concession opening in Beijing, and then baked at 16 August the price of commercial standard, four percent of all quotes were lower than 1 yuan / kWh, which in Qinghai Province project, cast out of 0.7288 yuan / degree of the lowest audience.

The aforementioned executives told reporters that although the delay in the final bid list, but less than 1 yuan / has become the industry consensus. Premise is that, although the state requested 13 projects can be completed in two years, but considering the tender next year, most of the project should be completed in September next year, “but in that time period, the price of polysilicon and components will fall so much? ”

In overseas markets, as one of polysilicon seven plants, Japan and Germany expected to offer pure silicon mountain last week has risen to 90 U.S. dollars / kg; Wacker capacity by 2012 already sold.

“The current strong bargaining power polysilicon plant, the domestic manufacturers are basically signing a contract for more than a year, next year’s production capacity has been fully sold out, a good second half of next year, the contract is already signed.” West a polysilicon executives said, including Jiangsu energy, Zevi LDK and other enterprises the main supply of polysilicon wafers for myself, in order to ensure its own supply of raw materials, signed a year or more of the buyer, now need to pay 10% of the prepaid section.

As the largest supplier of polysilicon, Jiangsu China to a top executive admitted that currently the company entered into a long single-volume account for 90% of total production, “like our stock price to the enterprise tax price of 60 U.S. dollars / kg “Last year, Jiangsu can produce less than 20,000 tons, 40,000 tons this year, the goal is red.

However, these executives reminded the press attention to a single account for all of the domestic market, long supply about 90%, only 10% of the spot, “the price of the downstream component has little effect, and the current spot Scoop 90 U.S. dollars / kg with some speculation ingredients. ” Note that, if the emerging markets, rapid growth of PV installed capacity, then the mechanism will result in terms of price fluctuations have a long single price increase.

In fact, the PV installed capacity superpower that the first half of the German solar market to achieve more than 6G tile installation, setting a historical record; in the last week in Valencia, Spain at the European Photovoltaic annual meeting, the major manufacturers 2011 thrown in large quantities orders, many signs that the PV market in 2010 is still in short supply short-term state.

JA CEO Fang Peng said the PV market will be steadily next year pattern. The company gains in one fell swoop at the meeting in more than 500 megawatts of orders, it is rare.

“International prices of the components is given a higher, Chinese companies are willing to go abroad; China within two years if 0.8 yuan / kwh of power plant costs, and only to a small factory to product, but small factories to ensure product quality is hard to . “aforementioned executives believe there is a vicious circle which, a good PV enterprises in China can not profit, poor popularity of small factories, not the direction of the healthy growth of industry.

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