2017年中国工业硅行业产能及产量情况分析

  (1)工业硅简介 硅是非金属元素,呈灰色,有金属色泽,性硬且脆。硅的含量约占地壳质量的26.4%;相对原子量为28.08;密度为2.33g/cm3;熔点为1,410℃;沸点为2,355℃。 工业硅广泛应用于光伏、有机硅、合金等行业。光伏行业中,工业硅是制造多晶硅等材料的主要原料。工业硅还是有机硅的最主要原料,用于生产硅烷、硅酮、硅油等产品。在合金行业中,工业硅主要是作为非铁基合金的添加剂。硅加入到某些有色金属中时,能提高基体金属的强度、硬度和耐磨性,有时还能增强基体的铸造性能和焊接性能。硅大量应用于铝合金和铝型材工业。 工业硅产业链情况如下图所示: 资料来源:公开资料整理 2、工业硅行业发展情况 (1)我国工业硅产能及产量情况 工业硅位于硅基新材料产业链的顶端,是光伏、有机硅、合金等国民经济重要部门的核心原料。随着近年来我国经济的快速发展,我国的工业硅产能和产量也呈现了持续、快速、稳定发展的态势。2012 年以来,我国工业硅产能及产量的变化情况如下表所示: 资料来源:公开资料整理 2012 年以来,我国工业硅的产能及产量...
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Analysis on the Market Operation of the Sewage Treatment Industry

There are totally 2,238 operational sewage treatment plants in China's municipal cities with the sewage treatment capacity of 140 million cubic meters per day. There are 1,472 counties establishing sewage treatment plants in China, accounting for 94.3% of the total number of counties; and there are totally 1,738 sewage treatment plants with the sewage treatment capacity of 30 million cubic meters per day. Status of the Construction of Sewage Treatment Facilities in Cities and Towns Muni...
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Status Quo of China’s Sewage Treatment Industry

With the progress of industrialization and urbanization and with the rapid development of social economy in recent years, the problem of pollution has become necessary to be solved. Sewage treatment has become an essential part of economic development and water resources protection. River Pollution According to Bulletin of Environmental Status of China for the Year of 2015 issued by Ministry of Environmental Protection of PRC, the proportion of water quality sections of typeⅠ~Ⅲ, Ⅳ~Ⅴ and...
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Classification of Major Companies in Chinese Sewage Treatment Industry

The industry can be classified as state-owned companies, investment companies and foreign capital companies according to the main competition bodies, in which state-owned companies still dominate the market. The main business model is government franchise operation. Companies with franchise operation right gain profits from government procurement, supplying sewage treatment service to governments instead of directly towards residents; large enterprises expand through merger and acquisition, B...
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Analysis on Import of Polysilicon in China

China's production capacity of photovoltaics components accounts for around 70% of the globe, and silicon wafer processing is also in great demand. However, production volume of polysilicon in China only constitutes 50% of the globe. Domestic polysilicon cannot bridge the demand gap of downstream enterprises for raw materials, leading to the continuous increasing import volume of polysilicon in China. Import of polysilicon is featured as: Major import source countries are South Korea, G...
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Analysis on Global Natural Rubber Output Volume

Major producers of natural rubber are Thailand, Indonesia, Malaysia, India, Vietnam and China, the total output volume of which accounts for 84% of the globe. The output volume, import & export and demand of these countries are as follows. In terms of the output volume, Thailand and Indonesia are the largest producers of natural rubber globally. The output volume of Thailand was 4.5 million tons in 2016 while that of Indonesia was 3.157 million tons. The two countries both consume little ...
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分布式光伏行业龙头分享核心价值

分布式光伏新增装机有望在今年突破10GW。2017年上半年,全国光伏新增装机超过24GW, 其中分布式光伏新增装机超过7GW,同比增长近3倍。居民分布式光伏装机增长最为迅猛,同比增长7倍多。 2017-2020各年光伏建设规模方案也即将下发。预计今年普通商业电站及集中式扶贫规模总和将达到14GW,加之8-10GW的光伏“领跑者”项目,2017年地面光伏电站总计可达22GW,光伏产业发展市场可期。 供给侧大量小产能关闭,过剩产能基本出清,龙头公司话语权增强,对价格形成有力支撑。光伏开始摆脱补贴周期的影响,预计全年国内光伏新增装机量将会超过38GW,远超市场预期。 1、分布式光伏将取代集中式,成为国内装机的重点2017年上半年国内分布式光伏实现装机7.11GW,同比增加2.9倍,新增装机占比从2016年上半年的约10%提升至2017年的近30%,分布式光伏将是国内光伏未来的发展重点。国家从政策层面也向分布式倾斜,分布式补贴不下调,试点分布式“隔墙售电”,均将利好分布式光伏的发展;龙头公司也纷纷加速分布式光伏的布局,推出针对性产品。电力“十三五规划”中的分布式光伏60GW装机目标仅...
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Analysis on China’s Aluminum Product Market, 2017

The world's 3 largest aluminum product origins are Asia (Production volume: Asia accounts for 65%, China accounts for 85% of Asia, namely, China accounts for 55% of the global), North America (accounts for 15%) and Europe (accounts for 13%, mainly distributed in Germany and Italy). China's production volume of aluminum is approximately equal to the consumption. Analysis will focus on changes in China’s demand for aluminum in the future for the global growth of aluminum mainly happens in China...
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Four Major Problems Faced by Rare Earth Industry in China

First, there is still severe overcapacity in primary products of rare earth. Though capacity of rare earth smelting and separation has decreased from 400 thousand tons to 300 thousand tons by integration, overcapacity is still a serious problem compared to 105 thousand tons of final production volume. In addition, illegal exploitation still exist driven by massive profits. Environmental disruption caused by illegal exploitations is not added into value of products, causing oversupply and low pri...
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Hot Spots in China’s Photovoltaics Market, 2017

Photovoltaics market was sizzling in the first half year of 2017, hotter than the temperature of a summer day. Several hot sectors are as follows: 1 Photovoltaics Project Investment It was generally believed that before fair price was set for solar electricity, the 11GW installation of Jun, 2016 and 22GW new installed capacity of the first half of 2016 were unsurpassable. However, new records created in 2017 was 13.15 GW installation of Jun and 24GW new installed capacity of the first h...
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