Due to the the global polysilicon oversupply of products sold in China may face the threat of tariffs, Hemlock the will of its factory in Tennessee and Michigan lay off about 400 people. As one of the three global polysilicon manufacturers, Hemlock is a joint venture of Dow Corning Corporation, Shin-Etsu Semiconductor (Shin-Etsu Handotai) and Mitsubishi Materials Group (Mitsubishi Materials Corp.) Established.
Pessimistic message: another polysilicon giant Norway's Renewable Energy Corporation (REC) plans solar panels to the American Moses Lake area Siemens law polysilicon capacity reduction of 2400 tons; as the representative of the upstream equipment companies, polysilicon ingot furnace industry leader of refinement Technology also released yesterday cut its forecast for full year results announcement: expected 2012 full year net loss of 130 million to 180 million, while last year's three quarterly expected full-year net loss of 068 million to 073 million.
"New Year's Day after our share price rising for six days this end, we would like to tell investors to be rational, despite the industry had some good news, but last year's loss is inevitable and can not be blindly optimistic and we do not want that stock price volatility is too intense GCL's Jiangsu Zhongneng Silicon Vice President Lv Jinbiao said yesterday in an interview with this reporter.
He believes that the price of polysilicon will not risen to a high position, to more than 20 U.S. dollars / kg reasonable position is very good. Expected the polysilicon price this year will still be slightly lower than last year.
As a deputy director of the NDRC Energy internal occasions has also said that the recent price of polysilicon is short, polysilicon back to $ 20 / kg the possibility of basic.
Global PV solar panel industry rebound rather than the reverse "global PV demand in the future there will be no substantial growth in 2012 range 30-35GW in 2015 can reach 40-50 GW is very good, capacity is still high 6070GW in no significant increase in demand, the price continued to rise is a small probability event. photovoltaic industry is just now in the swelling stage, rather than the expansion phase, after also likely to continue downward. "expert said.
He also believes that China's support policies just delaying the time of industry consolidation is expected to continue downstream industry after a few months, may also, only truly complete reshuffle integration, in order to uplink. Expected to be six months to a year later, this period may have a number of enterprises can not survive, or that some companies take the initiative to sell.
A brokerage researcher also believes that the non-reversing this wave of opportunities for the rebound, the global PV soalr cell capacity doubled impossible to quickly digest. Foreign the PV price doubled not optimistic about the enterprise, but the speculation. It was expected to reverse the industry within 2-3 months, this is unlikely.
"Under the policy, industry and other factors, industry reversal opportunities will again be delayed. The 2013 plate subsequent investment opportunities in the" dual "policy driven and expectations, as well as the results of the advent of the inflection point." The researcher said.