Today, when the Deputy Director of the China Renewable Energy Society, Meng Xianwei, said to the guests, the survey shows that the profit margin of the polysilicon production segment is the largest in the upstream and downstream of the photovoltaic industry chain.
Meng Xianlu said that the photovoltaic industry chain consists of polysilicon, silicon wafers, solar cells, and components. In the polysilicon segment, the production cost of the top companies in the industry in China can be reduced to 22 US dollars a kilogram, but the price or to 70-80 US dollars, in the international general polysilicon production costs below 30 US dollars. Specifically, he said that in the first quarter of last year, the import price was about 50 US dollars. Later, due to the market supply and demand once rose to 90,100 US dollars. However, production costs will not increase, and there is still ample room for profit. Because of this, many companies are rushing to the polysilicon industry.
The "Polysilicon Access Conditions" announced at the beginning of this year will block out SMEs that are trying to "buy tickets after they get on the train." Meng Xianji stated that most SMEs have neither scale nor core competitiveness, but they are not perfect in terms of technology and will face a phase-out situation.