Gcl-poly: Polysilicon Production Doubling The Impact Of Industry Structure - Replacement Projector

Recently, President of GCL-Poly Hill said Zhu of the company's two main solar business

development as a professional supplier of solar energy materials and power plant operators to the source, while in 2010 the company annual output will reach 17,000 tons of polysilicon.

Investment adviser in the latest release of "2010-2015 China Polysilicon Industry Investment Analysis and Prediction Report" shows that GCL-Poly 2009 7454 tons polysilicon production, quarterly, in the first quarter, GCL-Poly polysilicon production of 1,086 tons, in the second quarter of 1180 tons, 1993 tons for the third quarter and fourth quarter production will reach 3195 tons in the peak.

The investment adviser of the new energy researcher Wan Xuezhi pointed out that in 2009 GCL-Poly polysilicon output reached 7,454 tons, the country's total output of more than 40%, while the 2010 plan to increase production to 17,000 tons, it is to continue its strong industry leader the importance of performance status.

However, in the energy sector, investment adviser, chief researcher Jiang Qian that the GCL-Poly significantly enhance the production year by year, in addition to consolidate its advantage in the domestic market, the greater the significance or pattern is on the impact of global polysilicon supply.

Although in terms of production costs in 2009, GCL-Poly polysilicon costs 39.4 U.S. dollars per kilogram, temporarily unable to Tokuyama in Japan, the United States Hemlock and other international companies about 20 dollars per kg compared to the cost, but due to financial crisis the impact of several major international companies is relatively slow pace of expansion in 2009, REC's loss even close to 400 million U.S. dollars. Changes in the external environment is undoubtedly the GCL-Poly rapid expansion of polysilicon business major positive.

Data show that GCL-Poly 2009 sales of 5,675 tons of polysilicon, polycrystalline silicon, the average sales price of 65.4 U.S. dollars per kilogram, the total sales revenue of 2.5371 billion yuan, close by the end of 2009 the company polysilicon production capacity has reached 18,000 tons.

In 2009, the GCL-Poly silicon gross margin was 36.4%. Jiang Qian pointed out that although it is not more than 70% in 2008 compared to gross margin, but the average price of polysilicon from 2008, more than 200 U.S. dollars per kilogram, down to 2009, 65.4 U.S. dollars per kilogram, the overall industry profit margins are compressed Some manufacturers and even loss of businesses, the GCL-Poly polysilicon business gross margin of 36.4% can still be considered as industry leaders.

by: gaga

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