Recently, the list of "2022 National Silicon Material Production Capacity TOP10" co-produced by Digital Building Material DataBM. Com and Cement Big Data Research Institute came out. The production capacity of the top three enterprises has soared to more than 200,000 tons, while the national polysilicon output last year was only 82.
According to statistics, by the end of 2022, the national silicon production capacity was close to 1.2 million tons . Among the enterprises that will increase production in 2022, there are not only photovoltaic veterans: leading silicon enterprises such as GCL, Tongwei and Xinte Energy, but also new recruits from Qinghai Lihao, Geely and CSG.
at the beginning of this year, the person in charge of Xiexin Science and Technology said that the global market share of Xiexin Science and Technology Granular Silicon products in 2022 was 10%, and in 2025, there was a production capacity plan of 1 million tons of granular silicon, with the first 500000 tons in China and the other 500000 tons developing overseas according to customer demand. The goal is to achieve a market share of 30% in 2025.
Tongwei Co., Ltd.: Steady progress will be made in 2022, and the long-term planned production capacity will exceed 700,000 tons
. 2021 is the year of leap in the production capacity of silicon materials of Tongwei Co., Ltd. In the same year, Sichuan Leshan Yongxiang New Energy Phase II 5.
In 2022, the silicon material production capacity of Tongwei Co., Ltd. was steadily promoted, and the 50,000 tons silicon material project of Baotou Phase II Project in Inner Mongolia was successfully ignited at the end of June. In the second half of the year, the total production capacity increased to 220,000 tons.
According to the Cement Big Data Research Institute, Tongwei's long-term production capacity is planned to exceed 700000 tons, and the projects under construction include 200000 tons of high-purity silicon project of Yongxiang Energy Science and Technology in Leshan, Sichuan. Among them, the first phase of 120000 tons project has been started in July 2022, and the first phase of the project will reach the production standard by the end of 2023. On March 21
this year, Yunnan Tongwei Phase II 200 thousand tons of high purity silicon project was officially started. After the completion of the second phase of the project, Yunnan Tongwei's high-purity silicon production capacity will reach 250000 tons, which is expected to become the largest monomer production base in the world.
In addition, Baotou Tongwei Phase III 200,000 tons high-purity silicon project signed a cooperation agreement at the end of 2022.
Xinte Energy: Increase production by 100,000 tons
in 2022 In 2022, Xinte Energy will expand its distribution area from Xinjiang to Inner Mongolia.
In addition to Xiexin Science and Technology, Xinte Energy is also the silicon material enterprise with the largest increase in production in 2022. On September 30, 2022, Inner Mongolia Xinte Silicon Material Co., Ltd. held a production and quality ceremony for the first phase of 100,000 tons of high-purity polysilicon project. The second phase will build a production line with an annual output of 100000 tons of high-purity polysilicon and 1000 tons of polysilicon for chips, which is expected to be put into operation in 2023.
East Hope Inner Mongolia Wuhai Photovoltaic Industry Chain Project will start construction in September, and the first phase is planned to be constructed. 6.
Daqo Energy: Stagnant in 2022, Catching up
in 2023 Daqo Energy will be listed on the SSE STAR Market in July 2021, and then it will start the road of capacity expansion. Although no new project will be put into operation in 2022, Daqo Energy's Inner Mongolia Baotou Phase I 100,000 tons of polysilicon will start construction in 2022 and is expected to be put into operation in April 2023 and reach production capacity in June. Inner Mongolia Baotou Phase II 100,000 tons of polysilicon project is expected to be completed and put into operation by the end of 2023. By then, the nominal production capacity of Daqo Energy will reach 30.
Asia Silicon Industry: Missed IPO and sold itself to Red Lion
Asia Silicon Industry was established in Xining City, Qinghai Province on December 31, 2006. By November 2020, when Asia Silicon Industry submitted its IPO application, its Qinghai base had polysilicon production capacity. 1
. Data show that Asia Silicon Industry's annual output of 30000 tons and 40000 tons of electronic grade polysilicon projects will start construction in 2020 and 2021, respectively, and will be put into operation in 2022. The polysilicon production capacity of Asia Silicon has reached 8.
Recently, according to the information published by relevant departments, Red Lion Group has become a new shareholder of Asia Silicon. (Details review stamp "Sold!"! The Asian silicon industry has changed ownership, but the new boss, Red Lion Holdings, is also a new entrant in the cross-border photovoltaic industry. As early as last year, we have frequently seen the steps of Red Lion Holdings towards photovoltaic. In 2022, the Red Lion Xinjiang Photovoltaic Project will be built with an annual output of 2 * 50,000 tons of polysilicon, a supporting industrial silicon production line with an annual output of 120,000 tons of raw materials and a 3GW crystal pulling and slicing device. At present, the project is being carried out in an orderly manner.
In addition, Red Lion Group has visited Dechang County for many times, and the landing of new projects is just around the corner.
Through the "acquisition + self-construction" two-pronged approach, the polysilicon production capacity of Red Lion Holdings is expected to reach more than 200000 tons.
According to the plan, most of these projects will be built and put into production in 2023-2025. Downstream demand is difficult to match the explosive growth of production capacity has become the consensus of the industry.
In addition, with the influx of new players, the capacity concentration of the silicon industry will be gradually diluted.
According to statistics, in 2023, the production expansion scale of the national silicon material industry will reach 1.4 million tons, although the production capacity from the above-mentioned TOP10 enterprises will still occupy 89.
Or will be due to the influx of new players, soaring production capacity cracks, in the medium and long term, or even will cause the price of silicon materials "avalanche.".
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