The recent polysilicon market situation was confusing, after a tumultuous fall of more than half a year in 2011, there was a slight increase at the end of the year, and by 2012, the polysilicon was even more elusive. The Asian polysilicon manufacturers in the near future are very interested in China's domestic market. There may not be any special interest in the plant's recent plan to return to work, but may be interested in the next strategy of a competitor's competitor, especially Hemlock in the United States, Wacker in Germany, OCI in Korea, and GCL in China. ), at a time when short-soldiers are coming close to each other, their respective future price strategies have attracted much attention from the market.

The solar polysilicon market can be said to have been a field that has been playing a key role since the development of the solar photovoltaic industry. Since the rise in 2004, polysilicon has been out of stock, shouting from around $35 per kilogram to $500 in the third quarter of 2008, 2009 The financial turmoil of the year was fluctuated by the great environment, and it reached 100 US dollars. In 2010, it saw a price increase again. In 2011, due to weak demand, it caused oversupply, causing many polysilicon factories around the world to be forced to stop working, because the US$30/kg is less than Quotations are already a bargain, and most factories can't afford it.

For Chinese domestic small and medium-sized factories intending to return to work, Asian first-line plants are actually not too concerned about it. Instead, they are actively waiting and seeing the price strategies of the first-tier manufacturers with considerable strength.

The solar energy industry pointed out that the more sluggish the polysilicon market, the more exciting the battle, because it is the most upstream source of the industry chain, is the latest face of the reshuffle link, in fact, 2011 is actually the real face of industrial integration, and thus the United States Hemlock Wacker, Germany, OCI of South Korea and China's domestic GCL (GCL) came to the fore and were listed as the 4 largest solar energy polysilicon.

Recently, China's domestic small and medium-sized factories have begun plotting and resuming work. For large-scale first-tier plants, they have not attracted considerable attention, because as long as the prices of large-scale plants are kept below the variable costs of these small and medium-sized plants, these plants are difficult to turn around. , I am afraid only to face the pressure of daily loss and overstocking.

Solar energy industry believes that Europe and the United States factory is happy to see the price of all the way down to 30 US dollars per kilogram? In fact, it remains to be seen that if European and American factories strive to increase prices, they may cut production and raise prices, but their relative production costs will also increase. However, if Asian plants insist on lowering water levels, European and American factories will face price increases and customer loss pressure. In particular, the 4th King Kong follow-up quotations of the match, the highest degree of excitement.

Actually, the 4 Biggest Tournament is also considered to be the epitome of the 2011 international solar anti-dumping lawsuit. The US anti-dumping and anti-subsidy anti-subsidy investigations in China have made China's domestic polysilicon industry request its Ministry of Commerce to also import polysilicon. The factory carried out an anti-dumping investigation. Among the Chinese domestic factories that supported the survey, GCL was ranked among them. It was not only American factories like Hemlock that were investigated, but also South Korean factories were named, allowing the market to look to the right. China's domestic imports are not low OCI.

Although Germany Wacker seems to be out of the question, Solarworld Germany is brewing through the EU anti-dumping investigation of China, China's domestic polysilicon anti-dumping investigations may also be extended to the European polycrystalline silicon plant, Wacker is also associated in it.

Of the four giant polysilicons, Hemlock and Wacker may not be as active as Asian manufacturers in terms of quotations, but they have a strong supply base in the semiconductor industry, plus they have a lot of long-term solar energy supply contracts. Its competitiveness has a very high bonus. However, the long-term contract may fluctuate with the expiration of the contract and the customer may not be able to withstand the contract pressure.