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<h1>多晶硅企業(yè)受損于“產(chǎn)能過?！闭?/h1> <div id="86qosq6" class="authorTimeSource"> <span>作者：</span> <span>時間：2011-06-24</span> <span>來源：中國IC網(wǎng)</span> <link rel="stylesheet" type="text/css"/> <span style="float:right; width:150px;margin-right:0px; text-align:right;"> <div id="8u00iqi" class="nav0"> <ul> <li style="width:150px;"><a href="javascript:void(0);"><img src="http://www.ex-cimer.com/event/action/images/icon_add_4.png" width="20" border="0" align="absmiddle" />英飛凌汽車電子生態(tài)圈</a> <ul> <li style="width:150px;text-align:center;"><img src="http://www.ex-cimer.com/event/company/images/code_2.jpg" width="150"><br />掃碼關(guān)注<br />獲取最新最全汽車電子<br />技術(shù)方案與實用技巧</li> </ul> </li> </ul> </div> </span> <span style="float:right; width:30px;margin-right:0px; text-align:right;"><a rel="nofollow">收藏</a></span> </div> <div id="yekgs6e" class="hAd4_Afinal20a_back">  <iframe id='a890e388' name='a890e388' src='https://ad.eepw.com.cn/www/delivery/afr.php?zoneid=88&cb=INSERT_RANDOM_NUMBER_HERE' frameborder='0' scrolling='no' width='660' height='60'><a target='_blank'><img src='https://ad.eepw.com.cn/www/delivery/avw.php?zoneid=88&cb=INSERT_RANDOM_NUMBER_HERE&n=a635e61e' border='0' alt='' /></a></iframe> </div> <div style="margin-top:28px;"></div> <div id="uecwa6w" class="content" id="contentDiv" style="position:relative;"> <div id="yq0aoyy" class="ad_300x180_Afinal13_back">  <iframe id='a225770a' name='a225770a' src='https://ad.eepw.com.cn/www/delivery/afr.php?zoneid=87&cb=INSERT_RANDOM_NUMBER_HERE' frameborder='0' scrolling='no' width='300' height='200'><a target='_blank'><img src='https://ad.eepw.com.cn/www/delivery/avw.php?zoneid=87&cb=INSERT_RANDOM_NUMBER_HERE&n=a576c0a2' border='0' alt='' /></a></iframe> </div> <span id="contentlabels" style="font-size:14px;"><p>　　“但是，江蘇中能的成功，是由于其敢打擦邊球，頂著‘38號文’的壓力，他們悄悄地把原來的每年13500噸的生產(chǎn)線，成功地‘升級’到每年20000噸，從而一躍超越日本企業(yè)成為亞洲最大的<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/多晶硅"><em>多晶硅</em></a>制造商，而且也比較成功地解決了污染的問題。”王川稱。</p>本文引用地址：<a href="http://www.ex-cimer.com/article/120764.htm">http://www.ex-cimer.com/article/120764.htm</a> <p>　　“如果他們老老實實地按照‘38號文’的要求，就會和其他大多數(shù)廠家一樣，因為受到規(guī)模限制，不僅<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/多晶硅"><em>多晶硅</em></a>生產(chǎn)成本居高不下，能耗污染問題也很難得到解決。”王川說。</p> <p>　　緊接著，王川向記者道出了更為內(nèi)幕的實情。</p> <p>　　2010年，<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/多晶硅"><em>多晶硅</em></a>的市場價格從40萬元每噸上升到70萬元每噸(現(xiàn)貨價格達(dá)到80萬元每噸);按照每瓦8克多晶硅計算，<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/光伏"><em>光伏</em></a>組件僅多晶硅環(huán)節(jié)成本就上升了2.4元人民幣/千瓦時，對應(yīng)到<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/光伏"><em>光伏</em></a>發(fā)電的上網(wǎng)電價上，意味著每度電成本增加了0.12元。按照我國政府在“十二五”規(guī)劃補貼5GW、時間25年計算，僅多晶硅的成本上升一項，就需要政府多補貼225億元。</p> <p>　　然而，據(jù)記者了解，出于對我國新能源產(chǎn)業(yè)、尤其是<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/光伏"><em>光伏</em></a>產(chǎn)業(yè)領(lǐng)先優(yōu)勢的恐懼，也由于其國際金融危機的影響加大，貿(mào)易保護勢力的抬頭，從轉(zhuǎn)嫁其國內(nèi)經(jīng)濟矛盾的角度出發(fā)，歐美各國連續(xù)推出了一系列舉措，試圖打壓中國的光伏產(chǎn)業(yè)。</p> <p>　　王川稱，繼試圖提高關(guān)稅的企圖失敗后，德國祭出了設(shè)置光伏產(chǎn)品進(jìn)口的轉(zhuǎn)換效率下限的技術(shù)壁壘，歐盟企圖對中國進(jìn)行反傾銷調(diào)查，美國借道鋼鐵工人聯(lián)合會要求對中國啟動“301法案”調(diào)查，日本則對光伏所需的石墨和碳纖維等產(chǎn)品限制對中國出口等等。</p> <p>　　業(yè)內(nèi)人士呼吁放行暫停項目</p> <p>　　一位接近于工信部的人士告訴記者，隨著《多晶硅行業(yè)準(zhǔn)入條件》的發(fā)布，令數(shù)個停滯的多晶硅項目重現(xiàn)曙光。</p> <p>　　“‘38號文’在年內(nèi)可能解禁，但是具體時間尚不清楚。”上述這位人士說。</p> <p>　　2011年3月中旬的時候，國內(nèi)最大多晶硅廠商保利協(xié)鑫董事會主席朱共山宣布，在硅材料業(yè)務(wù)方面，將在現(xiàn)有的多晶硅及硅片產(chǎn)能基礎(chǔ)上進(jìn)行擴產(chǎn)，預(yù)計2011年底多晶硅產(chǎn)能達(dá)到46000噸。</p> <p>　　除了保利協(xié)鑫有產(chǎn)能擴容計劃之外，賽維LDK、大全集團、中冶集團等均有類似安排。</p> <p>　　“中冶有計劃拓展多晶硅產(chǎn)能，計劃2011年產(chǎn)能達(dá)到1萬噸。”中冶集團副總裁張兆龍表示，中國多晶硅的產(chǎn)量并不足以滿足國內(nèi)需求，所以不存在產(chǎn)能過剩，而目前國家對新能源的支持力度正在加大。</p> <p>　　張兆龍認(rèn)為，雖然生產(chǎn)1噸多晶硅需要耗電上萬度，但是多晶硅使用后產(chǎn)生的能效比較高，所以“多晶硅不是兩高產(chǎn)業(yè)”。</p> <p>　　今年1月份工信部、發(fā)改委、環(huán)保部三部委聯(lián)合下發(fā)的《多晶硅行業(yè)準(zhǔn)入條件》，給多晶硅企業(yè)帶來了一線曙光。</p> <p>　　5月31日，一位參與《準(zhǔn)入條件》起草的人士對本報記者表示，規(guī)模、能耗、環(huán)保，是《準(zhǔn)入條件》為中國新建多晶硅項目劃定的“三條紅線”：單線產(chǎn)能3000噸以上，綜合能耗不超過200千瓦時每千克，并減少污染。</p> <p>　　“以產(chǎn)能標(biāo)準(zhǔn)為例，這是一個國際標(biāo)準(zhǔn)，目前，國內(nèi)40多家多晶硅企業(yè)中，僅有1/4達(dá)到了這個水平。而目前已備案并準(zhǔn)備建設(shè)的項目，在《準(zhǔn)入條件》出臺后，將有一半無法通過審批。”上述人士告訴本報記者。</p> <p>　　“已建成的我們不管，新上的項目必須達(dá)到這個標(biāo)準(zhǔn)，才能立項。”上述人士表示，此前，新建多晶硅項目實行“備案制”，但在《準(zhǔn)入條件》出臺后，將實行“審批制”，不符合《標(biāo)準(zhǔn)》的新多晶硅項目，將無法上馬。</p> <p>　　張揚告訴本報記者，今年應(yīng)該會有數(shù)個多晶硅項目獲國家發(fā)改委核準(zhǔn)。核準(zhǔn)項目除需滿足《多晶硅行業(yè)準(zhǔn)入條件》要求外，應(yīng)該會在資質(zhì)較好的企業(yè)中選擇，同時在原地新建、擴建的可能性極大。</p> <p>　　張揚認(rèn)為，國內(nèi)規(guī)模小于3000噸的多晶硅小廠確實存在耗能高和沒有封閉循環(huán)裝置等問題，但《多晶硅行業(yè)準(zhǔn)入條件》已對此做了明確規(guī)定，加之瓦克、德山、OCI等國際大廠都在擴產(chǎn)，“國內(nèi)成本高出國際大廠20美元/噸左右，如果不擴，根本沒有任何競爭力”。</p> 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