Polysilicon is no longer in line with the two highs, but the new polysilicon project is no longer approved in principle until the new catalogue for government investment projects is approved. This is the core content of the “Plastic Industry Access Conditions†(hereinafter referred to as “Conditionsâ€) jointly issued by the Ministry of Industry and Information Technology, the National Development and Reform Commission and the Ministry of Environmental Protection last week. The relevant departments hope to re-enter the “gold rush†enterprises in the polysilicon industry under the “Conditionsâ€. An official from the Ministry of Industry and Information Technology pointed out to the newspaper that "this policy is relatively mild, and it is a good thing for large enterprises. For small enterprises that have already been launched, they can also be improved through technological transformation." In addition, the policy was seen as a continuation of the previous “No. 38 Documentâ€. The industry believes that due to the meticulous communication of the Ministry of Industry and Information Technology for more than a year, the "Conditions" has been introduced, showing a more pragmatic and rational attitude. In September 2009, the State Council issued the “No. 38 Documentâ€, which listed the polysilicon industry as “overcapacityâ€. However, in 2010, polysilicon was in short supply due to short supply. The data shows that in 2010, China's domestic polysilicon production reached 35,000 tons, and imported more than 40,000 tons. This time, the "Conditions" focus on the "over-capacity" discussion, focusing on the "enterprise is environmentally friendly production" perspective, and no longer compare polysilicon with "two highs." The threshold defines "We introduce this document not to restrict enterprises, but to regulate the development of the industry." On January 26, a bureau-level official of the Ministry of Industry and Information Technology emphasized to the newspaper. He pointed out that the introduction of the "Conditions" is a support rather than a suppression for large enterprises in the industry. The "Conditions" pointed out that the new polysilicon project will not be approved in principle until the new catalogue for government investment projects is approved. However, projects that are necessary to strengthen technological innovation, promote energy conservation and environmental protection, etc., shall be reported to the investment department of the State Council for organization and demonstration. This means that the government has adopted a strict threshold for access to polysilicon enterprises that are blindly launched in China – with a focus on production scale, energy consumption and resource recovery. Clear regulations and restrictions on the location, energy consumption, environmental protection and scale of polysilicon production. Especially outstanding: the new solar-grade polysilicon project is scheduled to be larger than 3,000 tons/year, and the solar-powered polysilicon reduction power consumption should be less than 60 kWh/kg. The natural environment, water source area, residential area and other environments should not be newly built with polysilicon within 1,000 meters. Enterprises, etc. In addition, the minimum capital ratio of investment in new construction and renovation and expansion projects shall not be less than 30%. Strictly control new polysilicon projects in areas with low energy shortages and high electricity prices, and disapprove or file for polysilicon projects that lack comprehensive facilities, safety and sanitation, and environmental protection. The polysilicon industry has huge investment. Usually, the investment scale of 1,000 tons is about 700 million to 800 million. The construction scale of 3,000 tons and the minimum capital of 30% stipulate that some "thunders and rains will be small" and the new energy concept will be adopted. Enterprises that have spent money in the capital market are stuck outside the door. It is reported that the "Conditions" was brewing for more than a year before the release. During the period, the National Development and Reform Commission and the Department of Environmental Protection have held several meetings and meetings with enterprises, and conducted many on-the-spot investigations, focusing on the identification of threshold standards and soliciting opinions from enterprises. According to the above-mentioned Ministry of Industry and Information Technology, the release of the "Conditions" is a continuation of the previous No. 38 document. The “new catalogue of government investment projects approved†mentioned in the “Conditions†will be complementary to each other and will exist independently. According to some sources, the “new catalogue for government investment projects approval†has been reported to the State Council for more than a year and is still pending approval. In recent years, China's polysilicon industry has been blindly investing, repeating construction, and disorderly launching. “The development of domestic polysilicon production is very strong, but there are very few companies that know how technology can produce. Many companies lack the judgment on the market when they invest.†The officials of the Ministry of Industry and Information Technology who participated in the policy formulation pointed out that many companies claim to be themselves The production capacity is very large, but the factory has been established for more than a year, and it is always not up to production. The promulgation of the "Conditions" of the controversy , the focus on the polysilicon industry from the discussion of whether there is excess, focus on the "enterprise is environmentally friendly production" perspective. "This time, when we formulated the "Conditions" policy, we did not limit ourselves to the definition of overcapacity, because it is difficult to define whether the excess capacity is in itself," said the bureau-level officials of the Ministry of Industry and Information Technology to the newspaper. An established industry can judge overcapacity based on past and current conditions, but it is still difficult to judge for emerging industries such as polysilicon. It is understood that over the past year or so, the Ministry of Industry and Information Technology has increased the frequency of dialogue with PV companies and established the "Photovoltaic Industry Alliance" to monitor and analyze the operation of enterprises. Yao Feng, director of public relations at LDK, said that over the past year or so, the Ministry of Industry and Information Technology has had more communication with the company. It is actively taking the initiative to understand the production and operation of the company, and the data obtained is more accurate. "From an industry perspective, the problem with polysilicon is that it is a slam dunk, blind investment, and not something else." The Ministry of Industry and Information Technology officials stressed that from a policy perspective, we need to regulate and guide, not suppress. Policy development needs to be done in a forward-looking perspective. He believes that the "conditions" are relatively mild and hope to be closer to the actual needs of enterprises. For example, polysilicon and solar polysilicon products for electronic applications, the requirements for energy consumption are different, and the method of differential treatment is adopted. However, many companies said in an interview with this newspaper that there are still areas for improvement in other specific requirements. For example, the "Conditions" stipulate that: Before the end of 2011 , the solar-grade polysilicon production line with integrated power consumption greater than 200 degrees/kg will be eliminated, and the reduction power consumption should be less than 60 degrees/kg. Some enterprises that do not want to be famous pointed out that “the standard of reducing power consumption of 60 degrees/kg is a good level in China, but as the standard is relatively high, many enterprises cannot reach it. The current average level is about 80-90 degrees/kg. At the same time, "the comprehensive power consumption of 200 degrees / kg is lower, completely uncompetitive, and the industry level is below 180 degrees." The above pointed out that the two indicators are not consistent. "Reducing power consumption is an important part of the overall power consumption. If the reduction power consumption reaches 60 degrees / kg, the overall power consumption will not exceed 150 degrees." In terms of how to eliminate, the "conditions" are not clearly stated, but only that the Ministry of Industry and Information Technology will convene relevant ministries and commissions to pass the investigation and issue qualifications for access conditions. However, the industry is worried that due to the lack of exit mechanism, the elimination can only be a manufacturing paradox. "The "Conditions" is a good thing for large domestic enterprises. On a small scale, technical reforms can be used to meet requirements and increase competitiveness." The above-mentioned Ministry of Industry and Information Technology officials said that in the future, the polysilicon industry will also introduce corresponding supporting policies.
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