Low fluctuation trend
The price of once mad polysilicon continued to fall sharply in recent years, and most polysilicon companies had to stop production. According to the data from Wind Info, as of May 22, the average weekly price of photovoltaic grade polysilicon was US$16.25/kg. Although the previous price has increased by a certain margin, the large trend is still at a low level.
Since last year, the dumping of some foreign polysilicon companies has caused the market price to fall excessively. Compared with the average weekly price of about US$30/kg in early 2012, the current polysilicon price is only a little more than half, compared with about US$60/kg in the first half of 2011, it has fallen by nearly 3/4. The magnitude is great and it is remarkable.
In the longer term, with the advancement of technology, the cost of polysilicon will further decline. The person in charge of GCL-Poly has previously said that by 2014, the new technology route will reduce the production cost of polysilicon from the current $17/kg to less than $9/kg. Therefore, the future trend of the sales price of polysilicon will also decline.
Long order has been "hot"
Polysilicon prices have risen wildly in the past few years, even reaching a few hundred dollars / kg. In the face of rising prices, the downstream wafer, battery and component industries are under great pressure, so they are looking for ways to reduce material costs. The signing of long orders is one of the important methods adopted by many companies.
The so-called long order is that the polysilicon supplier and the buyer can sign a long-term purchase contract, which can last for several years or even ten years, which stipulates the quantity, price and payment terms of polysilicon purchased each year. Such a contract price was significantly lower than the current market price, which effectively reduced the purchase price of raw materials at that time, which reduced the cost.
something unexpected may happen any time. Polysilicon prices have continued to fall sharply. The current market price is much lower than the contract price signed at the time. Most of the long-term orders signed at that time were more than 40 US dollars/kg, which has fallen by more than half compared with the current market price. At present, some domestic enterprises still have some of these contracts to be executed, and they have to pay higher prices to purchase polysilicon, which is under tremendous cost pressure and impaired competitiveness.
It is understood that the long orders signed by many downstream enterprises and domestic polysilicon manufacturers have basically been cancelled. Although these enterprises belong to different links, they are all part of the industrial chain. Fundamentally speaking, there are consistent aspects of interests, and there is a relationship of glory and loss. Some polysilicon producers and downstream enterprises in China have lifted long orders, and adopting market price purchases is beneficial to downstream enterprises and is also beneficial to the development of the entire industry.
However, long-term contracts with some foreign companies may not be easy to lift, or they may have to be paid a higher price. It has been reported that Suntech paid a great price to lift the long order. There are also reports that a European company has also received a breach of contract for hundreds of millions of euros to lift long orders, also from Chinese companies.
Good downstream enterprises
Some of the downstream companies are still implementing the original long-term orders, and the pressure on these companies can be imagined when the terminal prices continue to fluctuate at low levels. Although China's "double-reverse" ruling on polysilicon in the future can raise the price of polysilicon to a certain extent, it is impossible to raise the level of contract with the long-term contract. Therefore, it is the fundamental approach to negotiate with upstream companies on how to lift long-term contracts or amend relevant contract terms.
Relevant persons in the industry believe that long-term contracts are usually accompanied by such clauses when they are signed, that is, they can be lifted in case of force majeure. Therefore, if China's final decision on polysilicon is "double-reverse", it is possible to understand it as a force majeure factor, affecting the continued execution of the original contract, and thus may terminate the contract. Of course, this depends on the specific provisions of the contract at the time, such as whether to exclude "double opposition" or anti-dumping from force majeure.
If some companies still have long-term orders, if they can use the "double-reverse" to lift this high-priced contract, it will be a big advantage for related companies, reducing costs and facilitating their participation in market competition. Of course, companies should also learn the lesson and sign long-term contracts for several years, especially when they agree on long-term prices. .
Product introduction
Type CH4 Adsorbent
Coal bed methane (CBM) is a kind of clean energy with high calorific value and no pollution.
Its main component is methane, which is very rich in resources.
In order to ensure the safety of coal mining, coal bed methane extracted from the mine is mixed with a large amount of air, resulting in 20% to 40% low concentration of coal bed methane, and containing less than 18% oxygen, causing safety hazards for methane concentration, and removing more than 60% nitrogen, which increases considerable difficulty for adsorbent.
By using this adsorption, the mixture of CH4 and N2 from 30% to 70% can be enriched to over 92% with a recovery rate of more than 31.6%, and the mixture of CH4 and N2 from 50% to over 95% with a recovery rate of more than 47%.
CMSCH4 concentration CBM methane adsorbent has the following characteristics:
Effective purification of methane content of coalbed methane is more than 5% (extremely high methane content, obvious effect).
2. It has very strong deoxygenation and explosion-proof functions to ensure the safety of PSA in the process of coal bed gas enrichment;
3. Adsorption at room temperature and low pressure, low energy consumption;
4 radix can be deoxygenated at the same time of CH4 and N2 separation without prior deoxygenation or methane enrichment, with obvious low cost and economic benefit.
Technical indicators:
A, appearance: ï¿ 1.3 mm x 2 -- 4 mm columnar grains
B. Adsorption pressure of ife: 0.2mpa (table pressure)
Specific gravity of c treatment: 0.65g/ml -- 0.65g/ml
Methane concentration in d phase product: greater than or equal to 90%
E phase intensity: 95% or more
Methane yield of f-process products: 40% or more
Output: CH4 products
CH4 purity: 80~99% (V), produced according to different USES and requirements of users.
CH4 yield: 70~95%
Ventilation P: 0.05~ 0.1mpa
Output temperature: normal temperature
Note: the yield of CH4 is related to raw material composition, pressure, product and product H2 purity.
Type CH4 Adsorbent
Type CH4 Adsorbent,Pressure Swing Adsorption,Tuning The Adsorption Properties,Methane Absorbent Oxygen
Zhejiang Changxing Haihua Chemical Co.,Ltd. , http://www.zjcxhhcms.com