The Ministry of Industry and Information Technology issued a notice on its official website yesterday, stating that in order to implement the "Polysilicon Industry Access Requirements", it issued the "Polysilicon Industry Access Report" to all provinces, municipalities, and municipalities, requesting the approval of the first batch of materials for the company. Conduct verification and submit the audit results and materials to the Ministry of Industry and Information Technology before July 15. The notice said that the ministry will organize experts and commission related inspection agencies to review the application materials, and finally publish a list of polysilicon companies that are eligible for entry in the form of announcements. Industry experts said that this move may lead to a new round of industry reshuffle.
The relevant person of the National Energy Administration told the reporter that the entry conditions formulated at the beginning of the year were more of a guiding document. Now that there may be new related technologies, this time the actual operation will be more focused on environmental protection and energy consumption. .
It is understood that due to the rapid expansion of the international solar photovoltaic power generation market in recent years, polysilicon prices in the upper reaches of the industry have also accelerated. In 2005, the price of polysilicon per kilogram was still at the level of 30 US dollars. In 2008, the highest price had reached 500 US dollars/kg. The sharp increase in prices caused a large number of domestic polysilicon manufacturers to invest in new projects, which led the government to warn the industry in 2009 of excess capacity.
Therefore, the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the National Environmental Protection Department jointly issued the “Polysilicon Industry Access Requirements†in January this year, which stipulates that the minimum capital ratio of investment in new construction and reconstruction projects shall not be less than 30%, and solar grade polysilicon The scale of each phase of the project is more than 3,000 tons/year, and strict regulations are made on resource conditions and energy consumption.
Market participants believe that this is conducive to accelerating market resources to large-scale enterprises with economies of scale, technology, and cost advantages.
“This is a matter of course, and it will not have any impact on large companies like ours.†One of the leading domestic polysilicon companies, GCL-Poly Energy Holdings Co., Ltd. (03800.HK), an insider told the newspaper.
“This policy is in line with the development law of the industry, and it is certain that the new round of industry reshuffle is due to the fact that the polysilicon industry has developed very confusingly and indeed needs to be regulated,†said Qiu Diming, deputy general manager of Changzhou Trina Solar Energy Co., Ltd., "Upstream integration can better meet our needs."
Qiu Diming also stated that since the basic contents of the policy have been disclosed at the beginning of the year, companies in the industry have already made corresponding preparations, which may not cause the polysilicon price to fluctuate significantly.
While the researcher of the Renewable Energy Development Center of the National Development and Reform Commission’s Institute of Renewable Energy Development, Dang Lili, told this newspaper that although the previous guiding documents began to be implemented, it may not have much impact on the industry. She believes that relative to the domestic market, the current urgency and impact faced by the photovoltaic industry come from the ever-changing European market.
The relevant person of the National Energy Administration told the reporter that the entry conditions formulated at the beginning of the year were more of a guiding document. Now that there may be new related technologies, this time the actual operation will be more focused on environmental protection and energy consumption. .
It is understood that due to the rapid expansion of the international solar photovoltaic power generation market in recent years, polysilicon prices in the upper reaches of the industry have also accelerated. In 2005, the price of polysilicon per kilogram was still at the level of 30 US dollars. In 2008, the highest price had reached 500 US dollars/kg. The sharp increase in prices caused a large number of domestic polysilicon manufacturers to invest in new projects, which led the government to warn the industry in 2009 of excess capacity.
Therefore, the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the National Environmental Protection Department jointly issued the “Polysilicon Industry Access Requirements†in January this year, which stipulates that the minimum capital ratio of investment in new construction and reconstruction projects shall not be less than 30%, and solar grade polysilicon The scale of each phase of the project is more than 3,000 tons/year, and strict regulations are made on resource conditions and energy consumption.
Market participants believe that this is conducive to accelerating market resources to large-scale enterprises with economies of scale, technology, and cost advantages.
“This is a matter of course, and it will not have any impact on large companies like ours.†One of the leading domestic polysilicon companies, GCL-Poly Energy Holdings Co., Ltd. (03800.HK), an insider told the newspaper.
“This policy is in line with the development law of the industry, and it is certain that the new round of industry reshuffle is due to the fact that the polysilicon industry has developed very confusingly and indeed needs to be regulated,†said Qiu Diming, deputy general manager of Changzhou Trina Solar Energy Co., Ltd., "Upstream integration can better meet our needs."
Qiu Diming also stated that since the basic contents of the policy have been disclosed at the beginning of the year, companies in the industry have already made corresponding preparations, which may not cause the polysilicon price to fluctuate significantly.
While the researcher of the Renewable Energy Development Center of the National Development and Reform Commission’s Institute of Renewable Energy Development, Dang Lili, told this newspaper that although the previous guiding documents began to be implemented, it may not have much impact on the industry. She believes that relative to the domestic market, the current urgency and impact faced by the photovoltaic industry come from the ever-changing European market.
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