Abstract Insiders believe that once the country puts polysilicon into the "processing trade" ban list, it will further fill the double-reverse loopholes, and the price of polysilicon will continue to be bullish. Since January this year, the domestic polysilicon market price has risen fiercely. As of yesterday,...
The industry believes that once the country puts polysilicon into the "processing trade" ban list, it will further fill the double-reverse loopholes, and the price of polysilicon will continue to be bullish.
Since January this year, the domestic polysilicon market price has risen fiercely. As of yesterday, the average price of polysilicon reached 147,000 yuan / ton, up 8.64% from the 135,000 yuan / ton at the beginning of the year. Among them, the price of Rijing Technology reached 145,000 yuan / ton, while the capacity of the domestic 70% of the domestic energy silicon industry, the price is mentioned to 155,000 yuan / ton.
If the observation cycle is extended to one year, the polysilicon gains are even more alarming. At present, the price of 147,000 yuan has increased by 20% compared with the same period of last year, and even 3.1 percentage points higher than the highest price last year.
Since the Ministry of Commerce announced in July 2012 that it has filed a double-reverse case against the United States and South Korea in the field of polysilicon, the news about the double-reverse has largely affected the price of the domestic polysilicon market.
The Ministry of Commerce was originally scheduled to release the polysilicon double-reverse preliminary ruling on Europe and the United States on February 20 last year. As a result of this, from February to March last year, polysilicon prices ushered in a big rise, reaching a maximum of 142,000 yuan / ton, becoming last year. The highest price. However, due to various reasons, the preliminary ruling results have been postponed until July of last year, resulting in the polysilicon price diving after March last year, the lowest fell to 120,000 yuan / ton in June last year. Since then, with the announcement of the preliminary results, the price of polysilicon has gradually increased.
The Ministry of Commerce had previously announced that the deadline for the US and South Korea's polysilicon double-reverse final rule was January 20 this year. The rise in polysilicon in January was caused by the expected increase in the final result.
“Downstream companies are afraid that the polysilicon will continue to increase in price, so the stocking is more intensive at the end of the year.†Business analyst Bai Wenwen said that demand is improving and one of the reasons for the recent price increase of polysilicon.
According to relevant media reports, although the final ruling measures have been released, some US and Korean companies can still take the "processing trade" channel and evade China's dual countermeasures.
In this regard, polysilicon enterprises have applied to the Ministry of Commerce to include polysilicon in the prohibition category of processing trade. Lu Jinbiao, deputy general manager of Zhongneng Silicon Industry, believes that the inclusion of polysilicon imports in the annual catalogue of prohibited trade in processing trade, returning to the general trade supervision property of polysilicon, can block the loopholes of foreign investors to evade anti-dumping duties.
Ban Wenwen said that the import of polysilicon now avoids taxes through processing trade, and it will still have an impact on domestic polysilicon. Once polysilicon is included in the ban on processing trade, the price of polysilicon will continue to be bullish.
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