China Silicon Metal Industrial Chain Report

Transcription

1 China Silicon Metal Industrial Chain Report What s different? A Comprehensive Report with Concise Conclusion +42 Key Graphs & Charts in Data Pack with Chinese Analysts Exclusive Survey Voice of China insights and perspectives from Chinese industry players to guide you current market trends and future expectations, such topics include: Distribution of silicon metal capacities that should be eliminated in Monthly output and operating rate at China silicon metal producers Electricity price comparison at major silicon metal producing regions Copyright. All Rights Reserved

2 Independent Data Pack Data Category Data Content Data Source 1. China Silicon Exclusive: China Silicon Metal Capacity and Output Forecast Metal Supply Exclusive: Silicon Metal Capacity and Forecast at Top 4Major Producing Regions Exclusive: Capacities of Silicon Metal to be Eliminated by Province Exclusive: Silicon Metal New Capacity Survey: Name List of Silicon Metal Producers Needing to Eliminate Inefficient Capacity (location, company name, capacity) Survey: Name List of Silicon Metal Producers Increasing Capacity (location, company name, capacity, output) MIIT Name List of Silicon Metal Producers Needing to Eliminate Inefficient Capacity MIIT 2. China Silicon Metal Demand Exclusive: China Monthly Silicon Metal Output and Operating Rate Exclusive: Monthly Output and Operating Rate at Top 4Major Producing Regions Exclusive: Output of Metallurgical-Grade and Chemical-Grade Silicon Metal Output China Silicon Metal Supply and Demand Balance and Forecast (Capacity, Output, Imports and Exports, Apparent Consumption) Exclusive: Aluminum Alloy Capacity and Output and Forecast of Its Demand for Exclusive: China Organic Silicon Capacity and Output and Forecast of Its Demand for Exclusive: China Polysilicon Capacity and Output and Forecast of Its Demand for Exclusive: China Silicon Metal Powder Capacity and Output and Forecast Exclusive: China Trichlorosilane Capacity and Output and Forecast of Its Demand for Silicon Metal Exclusive: Name List of China Top 10 Polysilicon Producers (Capacity, Output, Operating Rate) Exclusive: Name List of China Top 10 Silicon Metal Powder Producers (Capacity, Output, Operating Rate), CNIA Exclusive: Breakdown of Silicon Metal New Capacity and Eliminated Capacity Exclusive: Name List of China Top 10 Trichlorosilane Producers (Capacity, Output, Operating Rate) Exclusive: Breakdown of Trichlorosilane New Capacity and Eliminated Capacity China Polysilicon Imports China Customs, 3. China Silicon China Monthly Exports of Silicon Metal China Customs, Metal Imports & Major Silicon Metal Export Countries China Customs, Exports Major Silicon Metal Export Customs China Customs, Major Silicon Metal Exporters China Customs, Historical Tariffs of Silicon Metal The Ministry of Commerce Lowest Silicon Metal Export Price Set by Huangpu Customs Jan.-Sept. China Customs 4. Production Costs Exclusive: Electricity Price at Major Silicon Metal Producing Provinces Price: Prices of Electricity, Petroleum Coke, Electrode, Silica, Charcoal and Wood Chip at Yunnan Province Price: Prices of Electricity, Petroleum Coke, Electrode, Silica, Charcoal and Wood Chip at Sichuan Province Price: Prices of Electricity, Petroleum Coke, Electrode, Silica, Charcoal and Wood Chip at Fujian Province Price: Prices of Electricity, Petroleum Coke, Electrode, Silica, Charcoal and Wood Chip at Xinjiang 5. Silicon Metal Price Exclusive: Cost Structure of #553 Silicon Metal Exclusive: Cost Structure of #421 Silicon Metal Price: Silicon Metal Price at Huangpu Port Price: Silicon Metal FOB Price at Huangpu Port Price: Silicon Metal FOB Price in Kunming Price: Silicon Metal FOB Price in Shanghai Price: China Silicon Metal Price Forecast Price: China Trichlorosilane Price Forecast Price: China Polysilicon Price Forecast

3 Report Table of Contents Hot Topics 1. exclusive: distribution of silicon metal capacities that should be eliminated in 2. exclusive: monthly output and operating rate at China silicon metal producers exclusive: Electricity price comparison at major silicon metal producing regions exclusive: comparison of cost advantage at silicon metal producers in Yunnan, Sihcuan, Fujian and Xinjiang 5. exclusive: cost model of #553 and #421 silicon metal 6. Will the 15% silicon metal export tariff be cancelled? 7. China silicon metal export market 8. How can China s polysilicon metal producers to cope with industry sluggishness? 1. Macro-Economic Analysis 2. Supply 2.1 Silicon Metal China Silicon Metal Capacity and Output China Silicon Metal New Capacity and Eliminated Capacity Analysis of China Silicon Metal Output Decline China Silicon Metal Monthly Output and Operating Rate Silicon Metal Capacity Change at Major Producing Regions Silicon Metal Monthly Output and Operating Rate at Major Producing Regions 2.2 Metallurgical-grade Silicon Output of Metallurgical-grade Silicon Falls to XX Mt 2.3 Chemical-grade Silicon Output of Chemical-grade Silicon Falls to XX Mt 2.4 China Silicon Metal Supply Forecast China Silicon Metal Capacity Forecast China Silicon Metal Output Forecast Demand 3.1 China Silicon Metal Demand China Silicon Metal Demand Aluminum Ally Silicon Metal Demand from Aluminum Alloy Industry Organic Silicon Silicon Metal Demand from Organic Silicon Industry Polysilicon Silicon Metal Demand from Polysilicon Industry Analysis of Polysilicon Production Technology Improvement on Silicon Metal Consumption China Imports XX Mt of Polysilicon Polysilicon Capacity Output Forecast Trade Disputes on PV between The US, South Korea and China 3.5 Silicon Metal Powder Silicon Metal Powder New Capacity and Eliminated Capacity 3.6 Trichlorosilane Trichlorosilane Capacity and Output Trichlorosilane New Capacity and Eliminated Capacity Silicon Metal Powder Demand from Trichlorosilane Industry Trichlorosilane Capacity Forecast China Silicon Metal Demand Forecast Imports & Exports 4.1 Exports China Silicon Metal Exports Major Silicon Metal Export Countries Major Silicon Metal Export Customs Major Silicon Metal Exporters China Silicon Metal Exports Forecast Imports China Silicon Metal Imports China Silicon Metal Imports Forecast China Silicon Metal Export Outlook Silicon Metal Tariff Lowest Silicon Metal Export Price Set by China Customs Increasing Amounts of Smuggling Silicon Metal Importance of Integrity by Two Parties in Silicon Metal Export 5. Supply and Demand Balance 5.1 China Silicon Metal Supply and Demand Balance Review China Silicon Metal Apparent Consumption 5.3 China Silicon Supply and Demand Forecast Production Costs 6.1 Features of China Silicon Metal Production Regions Cost Advantage at Silicon Metal Producers in Yunnan Province Cost Advantage at Silicon Metal Producers in Sichuan Province Cost Advantage at Silicon Metal Producers in Fujian Province Cost Advantage at Silicon Metal Producers in Xinjiang 3

4 6.2 Electricity Costs Comparison of Electricity Prices at Different Provinces Raw Material Costs Silica Impact on Silicon Metal Production Costs Electrode Impact on Silicon Metal Production Costs Petroleum Coke Impact on Silicon Metal Production Costs Charcoal Impact on Silicon Metal Production Costs Wood Chip Impact on Silicon Metal Production Costs 6.4 Production Costs Model China Silicon Metal Break-Even Point Cost Model of #553 Silicon Metal Cost Model of #421 Silicon Metal 7. Silicon Metal Price 7.1 China Silicon Metal Price Review Monthly Price of Silicon Metal at Huangpu Port Monthly FOB Price of Silicon Metal at Huangpu Port Monthly Price of Silicon Metal in Kunming Monthly Price of Silicon Metal in Shanghai 7.2 China Silicon Metal Price Forecast China Trichlorosilane Price China Polysilicon Price Major Events in the Silicon METAL Industry 4

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