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根据中国有色金属工业协会硅业分会最新发布的研报预计,尽管经历了2011-2012年的市场调整,但鉴于目前国内多晶硅市场供需形势短期内仍旧失衡,预期未来1-2年内国内市场将依旧维持供应过剩的局面。报告分析称,首先,中国对美、韩及欧盟多晶硅“双反”之后,价格势必出现一定幅度的反弹,国内企业将抓住这个时机恢复生产,造成国内供应量增加。其次,下游企业的长单并没有解除,长单进口量不会出现减少,在长单价格保障下,国
According to the latest research report released by China Nonferrous Metals Industry Association silicon branch is expected to experience the 2011-2012 market adjustments, but given the current domestic polysilicon market supply and demand situation is still an imbalance in the short term, the next 1-2 years is expected to remain the same in the domestic market To maintain the situation of excess supply. According to the report, first of all, prices will inevitably rebound to a certain extent after China’s polysilicon against the United States, South Korea and the EU, and domestic enterprises will seize this opportunity to resume production, resulting in an increase in domestic supply. Second, the long list of downstream businesses has not been lifted, and the long-term import volume will not decrease. Under the long-term price guarantee,