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It is understood that since the beginning of this year, more than 10 polysilicon projects in China have been started or put into operation, and many projects have been called "China's largest." Such as Sichuan Xinguang Silicon Technology Co., Ltd. Annual output of 1,000 tons of polysilicon project put into production in February, Ningxia Sunshine Silicon Industry Co., Ltd. to invest 4 billion yuan in an annual output of 4,500 tons of polysilicon project started construction, Tongwei Group invested 5 billion yuan in Sichuan Leshan builds an annual output of 10,000 tons of polysilicon project in May, and Inner Mongolia Shenzhou Silicon Industry Co., Ltd. has an annual output of 1,500 tons of polysilicon project started in August. In addition, a number of polysilicon projects with an annual output of more than 5,000 tons are being planned and prepared throughout the country. The planned annual production capacity of these projects has far exceeded the annual global output of less than 30,000 tons.
According to reports, as an important material for solar cells and semiconductors, the price of polysilicon in the international market has soared, rising more than a dozen times since 2002. This is the reason for the current hot polysilicon project.
The industry believes that the risks inherent in those “big projects†that have rushed to launch or even fail to approve are worthy of caution. Polysilicon materials experts from the Chinese Academy of Sciences said that the core technology for polysilicon production is still in the hands of foreign companies. Large-scale production and recycling of by-products have always been the biggest problem for Chinese companies. Relevant person in charge of China's polysilicon leading company Luoyang China Silicon High-tech Company stated that some companies must start 10,000-ton projects from the beginning, and it is difficult to overcome the technical difficulties in large-scale production. Most companies did not even have a background in the chemical industry. The polysilicon precision requirement is very high, and there are a large number of flammable and explosive gases in the production process. If the recycling process is not mature, the harmful substances such as trichlorosilane, silicon tetrachloride, hydrogen chloride, and chlorine are likely to overflow. Safety and environmental risks.
In addition, polysilicon is a high-input, high-energy-consuming industry, and the location of the project must balance silicon, coal, and chlor-alkali resources. An annual output of 1,000 tons of polysilicon projects requires investment of 1 billion yuan and annual power consumption of 100,000 kilowatt-hours. Experts said that even if all of the above issues are resolved, it will be difficult to say whether the price of polysilicon operating at a high level will continue to be firm under the circumstances that domestic and foreign polysilicon companies have expanded production.
Polysilicon project flocked to risk accompany
Since this year, polysilicon projects across the country have been launched in large numbers. However, when reporters recently interviewed relevant experts, they learned that most of the polysilicon companies in China have not passed the technology and large-scale production is facing great risks, especially if the recovery of by-products cannot keep pace, which will bring great safety and environmental protection. The hidden danger.