PV costs have continued to fall

As the main raw material of photovoltaic cells, the cost of polysilicon has a significant impact on the price of photovoltaic power generation. In the past few years, the price of polysilicon was as high as US$500/kg, and even at US$100/kg, the cost of polysilicon accounted for more than 50% of the cost of PV modules.

CPPCC members, GCL-Poly Energy Holdings Co., Ltd.** Zhu ​​Gongshan said that high energy consumption should not be the natural label of the polysilicon industry. The space for cost reduction in the photovoltaic industry is still large, and the cost of polysilicon can be less than US$10/kg. There is also room for significant cost reductions in PV auxiliary materials and system integration including backplanes, inverters, and brackets.

The cost of polysilicon can be reduced to less than US$10/kg. “For PV manufacturing, we must increase the supply of raw materials, stabilize the market, stabilize the supply price, and restore polysilicon prices to a reasonable level.” Zhu Gongshan said, “The most important solution is to Technology advances to reduce costs and increase efficiency, not raise prices.”

"Now the cost of polysilicon only accounts for 20% of the components. Overall, the price of polysilicon to follow the process of photovoltaic-free Internet access is declining year by year. In 2013, it is more than 20 US dollars / kg. After 2014, it will supply 10-20 US dollars / kg of polysilicon. "Zhu Gongshan judged.

According to Lü Jinbiao, deputy general manager of Jiangsu Zhongneng, a subsidiary of GCL-Poly, the company has already started upgrading the existing modified Siemens plant. In 2012, the new generation of silane fluidized bed method was successfully tested. After the completion of industrialization, it will be able to produce one kilogram of polycrystalline silicon. The consumption dropped below 25 kWh and the primary conversion rate reached 98%.

Zhu Gongshan told the China Securities Journal that “The cost of photovoltaics can be reduced to less than US$10/kg. Because of the short process, low power consumption, and full recycling of by-products, the new generation of silane fluidized bed technology can achieve lower-than-existing first-class improvement of Siemens. Half of the law."

To achieve real parity online access, there is not only room for cost reduction of polysilicon, but also for system products such as backplanes, inverters, brackets, trackers, and so on.

The differential taxation policy on polysilicon should be abolished. "We should see that high energy consumption is not the essence of the polysilicon industry. It is because some of our projects in the early stage of the industry did not meet the standards in terms of technical processes." Zhu Gongshan was deprived of high energy consumption for the polysilicon industry. Hats do not agree.

Before 2009, most domestic polysilicon enterprises had energy consumption of more than 200 kWh/kg. Due to tight supply and demand in the market, high-cost polysilicon can be sold for more than 300 US$/kg. With the rise of China's polysilicon giants and changes in market supply, polysilicon prices have dropped to several tens of US dollars per kilogram, and high-cost polysilicon has been eliminated from the market.

Zhu Gongshan said, “The polysilicon industry has undergone great changes two or three years ago. Now it is also considered that polysilicon is overcapacity. This is inconsistent with the situation. Polysilicon is the overall capacity shortage, low-cost production capacity is insufficient.” Customs statistics show that in 2012 China imports 82,000 tons of polysilicon, and the actual demand for polysilicon still needs to be relied on imports.

Zhu Gongshan stated in the "Proposal on Supporting the Healthy Development of the Polysilicon Industry" that "the relevant authorities have listed polysilicon as a high-energy-consuming industry, not distinguishing dominant enterprises and disadvantaged enterprises, and adopting 'one size fits all' fiscal, financial and taxation policies, resulting in a batch of Competitive enterprises with foreign enterprises have certain competitive advantages. The enterprises cannot enjoy the policy benefits of normal high-tech industrial financial support, investment, and export tax rebates. In addition, foreign giant polysilicon giants have maliciously dumped and attacked the Chinese market, resulting in the development of the entire polysilicon industry. In trouble."

Zhu Gongshan suggested that the ruling on anti-dumping and anti-subsidy cases of import polysilicon should be speeded up and the unfair competition of foreign polysilicon dumping should be cracked down. Cancel the discriminatory taxation policy on the polysilicon industry, and related products should enjoy the normal export tax rebate policy for hi-tech products.