Access requirements for polysilicon: a game for monopolists
Thread Content
It is said that the Ministry of Industry and Information Technology is set to officially announce the \"access requirements for the polysilicon industry\" soon. In fact, many people are well aware that this is nothing more than a monopolistic tactic employed by larger manufacturers such as Henan Zhongsi, Xuzhou Zhongneng, Sichuan Xinguang, and Jiangxi LDK – who use their influence to dictate terms to others. Actually, do Luoyang Zhongsi, Xuzhou Zhongneng, Sichuan Xinguang, and Jiangxi LDK all have production lines with a capacity of over 3,000 tons per line? They don’t have it completely either. The Ministry of Industry and Information Technology is essentially like a dog chasing mice in this situation; as the **responsible authority, it only needs to establish and oversee relevant energy consumption and environmental protection standards. As for the scale at which enterprises operate, whether they incur losses or make profits, that is something the owners of those enterprises know better than anyone, so there’s no need for the Ministry of Industry and Information Technology to interfere. Upon careful consideration, it is the unclear policies of the Ministry of Industry and Information Technology that have misdirected the development of polysilicon, resulting in a chaotic situation in the polysilicon industry.
:):):) A weak question: In today’s polysilicon industry, it can only be said that interests drive everything~~~
Monopolies exist in all **, not just in China
Hasn’t this been officially announced yet?
Hasn’t this been officially announced yet?
Monopolization of polysilicon is quite normal; after all, which chemical product in the world isn’t monopolized these days? Wacker, MEMC, and so on – which one isn’t a monopoly? Five years later, in China, at most three companies will remain for each polysilicon production process route.
6# wei*nmack: In 5 years, will there be at most three companies left for each polysilicon production process in China? I wonder how the original poster came to this conclusion? Are there only three iron mills, cement plants, and coal chemical plants in China?
The production volumes are different; polysilicon is produced in tens of thousands of tons, while cement and steel are produced in hundreds of millions of tons. Even so, the steel industry plan should specify that only 2-3 large groups are allowed.
For polysilicon, there are only \"seven major players\" in the world; how is it possible for China to have dozens of large-scale manufacturers?
I’m not sure where the original poster got that information; the polysilicon plant next to our factory seems to be quite large as well, and it belongs to someone important too. But it seems that it has not been profitable since it started operations; what can this tell us about the reasons?
When will the major reshuffle start? Is there anyone who can predict it?