From September 19 to 23, 2023, the research team of Anyang BEIFANG Metallurgical Resistant Material Co., Ltd. conducted in-depth research on industrial silicon manufacturers in Inner Mongolia and Ningxia.
From 22nd to 23rd, the team successively arrived at a number of small and medium-sized industrial silicon and recycled silicon manufacturers in Inner Mongolia and Ningxia.
From the relevant person in charge of the market of a small industrial silicon manufacturer, the current factory is in full production, the order has been received in early October, the ex-factory price is about 16200, the company’s main products are mainly “421”, the pass rate is about 70%.
For production, the person in charge said that the current labor cost of production is about 800 yuan/ton, the raw material silica is mainly from Hubei region, charcoal is mainly from Hunan and Yunnan region. There are plans to expand production in the future, and it is progressing steadily.
It is learned from the relevant person in charge of the market of a recycled silicon manufacturer that the capacity of the factory can currently continue to produce accounts for about 50% of the total capacity.
For the problem of double control of energy consumption, the person in charge said that double control of energy consumption has been continuing, mainly for small furnaces, small furnaces have no cost advantage, and even if there is no double control of energy consumption, it will be gradually phased out. During extreme weather or air pollution warnings, factories may partially shut down.
For the problem of less “99 silicon” spot on the market, the person in charge said that the reduction of “99 silicon” is mainly because the “421” profit is more after the participation of the current business, and the big factories have gone to produce “421”.
For the downstream polysilicon problem, the person in charge said that most of the new production of polysilicon manufacturers are losing money, whether the production capacity can break through more than 2w tons is the key, polysilicon break-even point should be about 50,000 yuan/ton, due to high technical barriers, so the phenomenon of polysilicon plants dug each other is more common.
