Sichuan enterprises compete for polysilicon access permits

The reporter learned from the Sichuan Provincial Economic and Information Technology Commission that the long-prepared polysilicon industry entry declaration will begin officially on the 28th of this month. After the end of July 15, eligible companies will be uniformly reported to the Ministry of Industry and Information Technology. Sichuan polysilicon industry insiders believe that this means that the polysilicon industry to further accelerate the integration.

The formal application of the “Polysilicon Industry Access Requirements” on Tuesday next year was formulated by the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Environmental Protection in conjunction with relevant departments in January of this year. Specific requirements have been made for the scale of polysilicon construction, as well as for recycling and environmental protection.

"After the filing of the next Tuesday, we will check with other departments such as the Environmental Protection Agency about the materials submitted by the applicant for approval, and submit the results and materials to the Ministry of Industry and Information," said the person in charge of the Provincial Economic and Credit Commission, 20 At the working meeting held on the day, relevant declaration requirements have been communicated to Chengdu, Leshan, Meishan, Ya'an, and other relevant cities, autonomous regions, and municipalities.

The Ministry of Industry and Information Technology will organize experts and entrust relevant testing organizations to review and inspect the application materials, and publish, in the form of announcements, the list of polysilicon companies that meet the conditions for entry.

Leading Sichuan enterprises are rushing to approve the entry permit requirements. The solar grade polysilicon project has a scale of more than 3,000 tons per year, and the semiconductor grade polysilicon project has a scale of more than 1,000 tons per year. Polysilicon companies must also adopt advanced process technologies that meet the requirements of access requirements, and process equipment and safety facilities that have low pollution intensity, energy saving and environmental protection, and the main sections and equipment parameters should be capable of continuous online process detection.

After the release of the conditional rules, it has caused extensive discussions in the polysilicon industry. Many people in the industry have stated that the conditions are high. “Compared with the standard of production capacity, the requirements for environmental protection are more stringent for access requirements, especially for those companies with relatively older process equipment,” said the person in charge of Xinguang Silicon.

However, despite the strict requirements, the reporter learned that the leading polysilicon companies in the province have basically started to make their first declarations. “We have begun the first batch of inspections and public notifications. The current new process has fully realized the closed-loop operation of polysilicon at the upper, middle and lower reaches of the river.” The person in charge of Yongxiang Silicon said to the Huaxi Dushi Bao.

Several other leading polysilicon companies in the province, including Shin Kong Silicon, also said that the company's production meets the requirements of the Polysilicon Industry Access Requirements and will participate in the first batch of declarations.

Industry consolidation further accelerates Industry insiders point out that if polysilicon enterprises are granted access under strict access conditions, only a few polysilicon enterprises may pass approval. This will allow capital, manpower and other resources to inevitably tilt to the leading technology, low-cost large enterprises, bring the polysilicon industry to eliminate the integration.

The official launch of the entry declaration means that the consolidation of the polysilicon industry has begun to accelerate. “We believe that the greatest significance of the implementation of the conditions lies in the regulation and integration of the polysilicon industry. Because of the historical factors, the domestic polysilicon industry has experienced a period of relatively disorderly development, and has also caused the legacy of some low-tech construction. problem."

The relevant person in charge of Yongxiang shares stated that the implementation of access conditions is necessary for the regulation of the entire industry, encouragement of advancement, elimination of backwardness, improvement of technology, and promotion of energy conservation and emission reduction.

The relevant person in charge of Xinguang Silicon also stated that the formal declaration of conditions will accelerate the consolidation of the polysilicon industry. “Since the new polysilicon projects are basically all adopting new processes, they have little impact. However, some small and medium-sized enterprises that have established old equipment and old processes will likely be eliminated under the pressure of environmental protection and energy conservation.”