Electrical Equipment / Components & Telecoms

According to a report from South Korean media-Business Korea, the United States may once again "make a move" against mainland Chinese companies, that is, include many Xinjiang solar energy (000591, shares) companies including Hesheng Silicon (603260, shares) on the "blacklist" and prohibit Import of polysilicon, its key material.

According to the report, as a major producer of polysilicon in the world, China accounts for as much as 45% of global production, but now the United States has issued a ban, which may completely change the global solar energy industry.

In terms of specific data, according to the latest data released by Bernreuter Research, a German market research organization, the annual output of polysilicon in China has soared directly from 54,750 tons to 678,500 tons in the past 10 years.

From the perspective of the global market, polysilicon produced in China accounts for 80% of global output, and 45% of the output comes from four manufacturers in Xinjiang, China. In other words, the polysilicon produced by other countries together accounts for only 20% of global production.

In addition, from the perspective of suppliers, seven of the world's ten largest polysilicon suppliers are Chinese companies, while the other three include OCI in South Korea, Wacker Chemie in Germany and Hemlock in the United States.

As Wang Ye said Finance and Economics said, the global solar energy industry may be completely changed in the future, but the above-mentioned media said that in the future, South Korean polysilicon suppliers may benefit from it.

According to reports, South Korean polysilicon supplier OCI and Hanwha Solutions under the Hanwha Group are expected to gain the market. You must know that for a long time in the past, due to the "good quality and low price" of mainland Chinese companies, this Three South Korean companies have been hit hard and their market shares are shrinking, but the situation may change now.

As for the reason, Business Korea analyzed and commented that although the price cannot be compared with the price of Chinese companies, the price of polysilicon produced by OCI in South Korea is lower than that of suppliers in Germany and the United States, so it may benefit from this in the future.

In this regard, a US think tank warned that although a series of US bans seem to have a certain impact on China’s solar energy industry, it has to be said that this will also "anti-addiction" to the US solar energy industry, and this is also the same as the so-called US solar energy industry. Conflict of infrastructure plans.

For example: American think tank-Center for Strategic and International Studies (CSIS) trade expert-Reinshi warned that the United States may "not worth the gain" because the final result is: global solar products are expensive to change, and this will also greatly delay the United States' own solar energy. The process of popularization is also contrary to the new infrastructure and new energy plans of the United States.

What do you think of it? What do you think will happen to the global solar energy industry next?

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