The opening is the sprint! In less than two months, the newly added polysilicon production capacity has reached 650,000 tons.

2023-02-24 10:19:41

This year, the expansion of polysilicon production is coming as promised.

On February 21, the project of Inner Mongolia Runyang Yueda New Energy Technology Co., Ltd. with an annual output of 30000 tons of high-purity polysilicon was officially put on record by the local Development and Reform Commission. The project is located in the Energy and Chemical Industry Park of Shanghai Miao Economic Development Zone, Etuoke Qianqi, Ordos City, with a total investment of 3 billion yuan. It is planned to start construction in March 2023. It will be completed and put into operation by the end of June 2024.

According to reports, Inner Mongolia Runyang Yueda New Energy Technology Co., Ltd. will expand the reduction furnace with an annual output of 30000 tons in the 50000 tons high-purity polysilicon plant area of the original photovoltaic equipment manufacturing industry chain science and technology demonstration project, and build supporting facilities such as hydrochloric acid analysis and boiler room, so as to build a complete set of production facilities. Through the merger and construction of the original project, the production scale of high purity polysilicon with an annual output of 80000 tons can be achieved. Since the beginning of

this year, polysilicon production expansion and start-up news have continued. In the wave of production expansion, in addition to traditional photovoltaic silicon enterprises, there are also many new entrants in the photovoltaic silicon industry.

China Silicon Industry: Signing

of 100,000 tons of polysilicon silicon-based new material industry project On February 16, Luntai County, Xinjiang, held the first batch of centralized signing ceremony for investment attraction projects in 2023. Among them, the silicon-based new material industry project with a total investment of 12.9 billion yuan, an annual output of 200000 tons of high-purity industrial silicon and an annual output of 100000 tons of polysilicon belongs to the green recycling new industry project.

Hesheng Silicon: Invest 20 billion yuan to build 200,000 tons of polysilicon

. On February 10, the commencement ceremony of major projects in Turpan in the first quarter of 2023 was held, and 167 major projects with a total investment of 129.2 billion yuan were resumed. Among them, Hesheng Silicon Industry (Shanshan) Co., Ltd. plans to invest 20 billion yuan this year to build 200000 tons/year polysilicon, 400000 tons/year organic silicon in the third phase and 400000 tons/year industrial silicon in the third phase. On the morning

of February 8, the 100,000-ton polysilicon project of Henan Saineng Silicon Industry Co., Ltd., which invested 10 billion yuan and was included in the "Double Hundred Project" of Henan Province, held a commencement ceremony in Hubuzhai Township, Puyang County.

On February 7, Tongwei announced that it planned to invest about 6 billion yuan in Leshan to build a high-purity silicon project with an annual output of 120,000 tons. According to the announcement, "Leshan 120000 tons of high-purity silicon project and related supporting facilities" will start construction before the end of June 2023, striving to put into operation in 2024.

Lihao Semiconductor: 100,000 Tons Polysilicon Project Signing

On January 6, 2023, the signing ceremony of Lihao Semiconductor Phase III 100,000 Tons High Purity Silicon + 2,000 Tons Electronic Grade Silicon Project was held in Yibin City, Sichuan Province. According to the release of Gongxian County, the total investment of the project is 24.6 billion yuan.

The opening is the sprint! Under the stimulation of the soaring price of polysilicon last year, the expansion of polysilicon production this year has come as promised.

Up to now, less than two months after the start of 2023, 300000 tons of production capacity projects have been started, and 350000 tons of production capacity have been publicized or signed.

In addition, the enterprises that are expected to release increments in the first half of the year include: GCL Technology, Baotou Daquan, Xinte Energy, Dongfang Hope, Inner Mongolia Dongli, etc. The enterprises that will be released in the second half of the year include Yongxiang Stock, Xinjiang Jingnuo, Baofeng Energy, Shangji CNC, Hesheng Silicon, etc.

Silicon Branch predicts that by the end of 2023, the number of domestic photovoltaic polysilicon production enterprises will increase to more than 20, with a total capacity of 2.4 million tons. Among them, the four leading enterprises of Tongwei Stock, Xiexin Science and Technology, Xinte Energy and Daquan Energy will have a planned capacity of 1.655 million tons.

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This year, the expansion of polysilicon production is coming as promised.

2023-02-24 10:19:41

The title is "Cement and Clinker Inventory Statistics". The statistics include the data of storage location (%), year-on-year storage location (percentage point) and month-on-month storage location (percentage point) of clinker and cement in different regions of the country on July 25. In terms of clinker, the data of different regions are different. The change value of year-on-year storage location in East China is considerable, and the change value of month-on-month storage location in Northeast China is relatively obvious. In terms of cement, the change value of year-on-year storage location in Southwest China is more prominent, and the change value of month-on-month storage location in Central and South China is relatively small.