Silicon Metal Industry Annual Report 2022

Contents
1. Silicon metal industry overview 5
1.1 Definition of silicon metal 5
1.2 Applications of silicon metal 5
1.2.1 To configure alloys 5
1.2.2 To produce silicone fluid, resin, elastomer and other organic silicon 5
1.2.3 To produce photovoltaic components and semiconductor components 5
1.3 Global distribution of silicon metal 5
1.3.1 Chinese distribution with output 5
1.3.2 Chinese distribution with numbers of producers 5
1.4 Production cost of silicon metal in China 5
1.5 Features of silicon metal production in China 5
2. Economy and policy 6
2.1.1 MEE calls for orderly promotion of green and low-carbon development in 2022 6
2.1.2 NEA: China's newly added wind and solar power installed capacity exceeds 100GW in 2021 6
2.1.Asian Metal Copyright3 Silicon metal 5-5-3 In port India 22 3.Asian Metal Copyright3 MIIT: China's photovoltaic product exports exceeded 28.Asian Metal Copyright63 Xinjiang Yugui increases production of silicon metal 30 4.Asian Metal Copyright4 billion U.Asian Metal Copyright71 TBEA to invest in 200ktpy high-purity silicon and supported grid-storage integration project 31 4.Asian Metal CopyrightS. dollars in 2021 6
2.1.Asian Metal Copyright6 Polysilicon 9N Delivered 12 3.Asian Metal Copyright4 NEA: China's newly-added installed PV capacity reaches 54.88GW in 2021 6
2.1.5 MEE launches six-batch of second-round central environmental inspection 6
2.1.Asian Metal Copyright39 Barkam Huiyuan resumes production of silicon metal 28 4.Asian Metal Copyright6 GACC: China's solar battery exports up by 100.8% YOY in Q1 6
2.1.Asian Metal Copyright4 Lushui Kanghua Kangnan reduces production of silicon metal 24 4.Asian Metal Copyright7 NEA: China's newly-added PV installed capacity reaches 13.21GW in Q1 6
2.1.Asian Metal Copyright dollars in 2021 6 2.Asian Metal Copyright8 NBS: China's solar power up by 8.3% YoY in May 6
2.1.Asian Metal Copyright61 Hefei JA 25GW PV Industrial Park Project settled down in Hefei 30 4.Asian Metal Copyright9 NEA: China's installed PV capacity increases by 30.87GW in H1 2022 6
2.1.10 NBS: China's polysilicon & monocrystalline silicon output up by 50% YoY in Q3 6
2.1.Asian Metal Copyright37 Sichuan Linhe to run full capacity of silicon metal 28 4.Asian Metal Copyright11 MIIT: China's crystalline silicon module exports up by 70.2% YoY in Jan-Aug 7
2.2 Economy and policy abroad 7
2.2.1 US extends safeguard measure for imported crystalline silicon photovoltaic cells 7
2.2.2 IEA: Renewable energy installed capacity in 2022 to hit a new record 7
2.2.3 India delays issuing final ruling on solar cells originated in China 7
2.2.Asian Metal Copyright29 billion 28 4.Asian Metal Copyright4 U.Asian Metal Copyright19 Mayang Hengyuan resumes production of silicon metal 26 4.Asian Metal CopyrightS. to waive import tariffs on PV modules from four Southeast Asian countries 7
2.2.5 OECD cuts global economic growth forecast for 2023 7
2.2.6 India extends time limit for anti-dumping investigation on solar cells and modules originating in China 7
3. Market Movements 7
3.1 Domestic Market 7
3.1.1 Silicon metal 5-5-3 Delivered 7
3.1.2 Silicon metal 4-4-1 Delivered 8
3.1.3 Chinese silicon metal 3-3-03 Delivered 9
3.1.4 Silicon metal 2-2-02 Delivered 10
3.1.5 Silicon metal 4-2-1 Delivered 11
3.1.6 Polysilicon 9N Delivered 12
3.1.7 Silicon Powder 99%min Delivered 13
3.2 Export Market 14
3.2.1 Silicon metal 5-5-3 FOB China 14
3.2.2 Silicon metal 4-4-1 FOB China 15
3.2.3 Silicon metal 3-3-03 FOB China 17
3.2.4 Silicon metal 2-2-02 FOB China 19
3.3 International Market 20
3.3.1 Silicon metal 5-5-3 Delivered Europe 20
3.3.2 Silicon metal 4-4-1 Delivered Europe 21
3.3.3 Silicon metal 5-5-3 In port India 22
3.3.4 Silicon metal 4-4-1 In port India 23
4. Company News 24
4.1 Yingjiang Mengyuan Hongda suspends production of silicon metal 24
4.2 Yingjiang Liangda suspends production of silicon metal 24
4.3 Daqo New Energy to increase capital of Inner Mongolia Daqo with RMB9.999 billion 24
4.4 Lushui Kanghua Kangnan reduces production of silicon metal 24
4.5 Gansu Sanxin resumes production of silicon metal 25
4.6 Xinjiang Jiagesen reduces production of silicon metal 25
4.7 Luodian Mingsheng resumes production of silicon metal 25
4.8 Lushui Jinzhi Jinrui to suspend production of silicon metal 25
4.9 Zhonghuan Semiconductor launches construction of 30GWpy solar energy ultra-thin silicon monocrystalline wafer smart plant phase four project 25
4.10 Shaanxi Jinlong suspends production of silicon metal 25
4.11 Shaanxi Shenghua resumes production of silicon metal 25
4.12 Shuangliang Eco-Energy wins bidding for 100,000tpy high-purity silicon-base material project 25
4.13 Changde Xiangan suspends production of silicon metal 25
4.14 TBEA signs 1GW photovoltaic power generation and supporting project investment framework agreement 25
4.15 Jingyuntong signs PV equipment sales contract of RMB540 million 26
4.16 Nujiang Dingsheng reduces production of silicon metal 26
4.17 Xinjiang Jingweike to reduce production of silicon metal 26
4.18 Yingjiang Chengyi suspends production of silicon metal 26
4.19 Mayang Hengyuan resumes production of silicon metal 26
4.20 Aba Tianhe to resume production of silicon metal 26
4.21 Tongdao Pengcheng resumes production of silicon metal 26
4.22 LONGi signs major investment agreement of 19.5 billion yuan 26
4.23 TBEA to invest RMB17.6 billion to build 200,000tpy high-end electronic grade polysilicon project 26
4.24 Chipown to raise no more than RMB1.099 billion for chip R&D and industrialization 26
4.25 DAH Solar holds commencement ceremony for its 4GW photovoltaic base 26
4.26 LONGi and Tongwei Group sign purchase agreement of polysilicon material long-term order for RMB44.2 billion 27
4.27 CHINT Electric's holding subsidiary signes many cooperation framework agreements on photovoltaic power station projects 27
4.28 Qingliu Boxin suspends production of silicon metal 27
4.29 Daqo New Energy signs polysilicon material purchase order of RMB7.26 billion 27
4.30 Flat Glass Group to build six PV module glass projects with 6 billion yuan 27
4.31 Longling Xingxin to increase production of silicon metal 27
4.32 Mangshi Heishi resumes production of silicon metal 27
4.33 Tongwei Group to overfulfill high-purity crystalline silicon and solar cell production target 27
4.34 Ferroglobe aims to restart South African silicon plant and increase U.Asian Metal Copyright30 Flat Glass Group to build six PV module glass projects with 6 billion yuan 27 4.Asian Metal CopyrightS. output 27
4.35 TBEA: Polysilicon production capacity to reach 400,000tpy in 2023-2024 27
4.36 Yingjing Jianyan to run full capacity of silicon metal 28
4.37 Sichuan Linhe to run full capacity of silicon metal 28
4.38 Tianmulake's 50ktpy silicon anode project commences construction 28
4.39 Barkam Huiyuan resumes production of silicon metal 28
4.40 Xinjiang Ruishi suspends production of silicon metal 28
4.41 Changning Zhenyuan suspends production of silicon metal 28
4.42 Nandan Haolong suspends production of silicon metal 28
4.43 Xide Xinsilicon resumes production of silicon metal 28
4.44 JA Solar to expand integrated production capacity with RMB10.29 billion 28
4.45 Renesas Electronics announces $700mln investment to double power chip output 28
4.46 Taining Sanjing resumes production of silicon metal 28
4.47 Geely Technology's polycrystalline silicon project commences production 29
4.48 Fujian Huihua Group Xikou Photovoltaic materials to resume production of silicon metal 29
4.49 Yili Jiuhong to resume production of silicon metal 29
4.50 Yingjiang Mingliang resumes production of silicon metal 29
4.51 Wulat Qianqi New Longtai to resume production of silicon metal 29
4.52 Tongwei receives 161.1kt polycrystalline silicon product order from Yuze Semiconductor 29
4.53 Xinjiang Jingheyuan suspends production of silicon metal 29
4.54 Yingjiang Haixi resumes production of silicon metal 29
4.55 Longchuan Jingzhun resumes production of silicon metal 29
4.56 Ganluo Fengxin increased production of silicon metal 29
4.57 Xing'an Meng Tongxing to stop production of silicon metal 29
4.58 Luxi Chemical to invest RMB3.33 billion in organosilicone project 30
4.59 Sichuan Jinyang Kangning suspended production of silicon metal 30
4.60 Leshan Xinhe suspends production of silicon metal 30
4.61 Hefei JA 25GW PV Industrial Park Project settled down in Hefei 30
4.62 Shuangliang Eco-energy signs 7800t of monocrystalline silicon ingot supply contract with Huasheng New Material 30
4.63 Xinjiang Yugui increases production of silicon metal 30
4.64 Tongwei Solar's global PV cell shipment exceeds 100GW 30
4.65 Lianghe Wanxin resumes production of silicon metal 30
4.66 Daqo New Energy plans to invest RMB6 billion in construction of high-purity industrial silicon and organic silicon projects 30
4.67 Sanjiang Shenzhou suspends production of silicon metal 30
4.68 East Hope's PV whole industry chain project settles in Wuhai, Inner Mongolia 30
4.69 LONGi to construct 46GW monocrystalline silicon rod and slice project in Ordos 31
4.70 Leshan Yanghejia suspends production of silicon metal 31
4.71 TBEA to invest in 200ktpy high-purity silicon and supported grid-storage integration project 31
4.72 Canadian Solar's new energy full industry chain project with investment of RMB60 billion settles in Qinghai 31
4.73 Qinghai Lihao's Phase I high-purity silicon project commissioning/Phase II project commencement ceremony held 31
4.74 Yongxiang Energy Technology's construction of 120kt high-purity silicon project (Phase I) starts 31
4.75 Tongwei signs polysilicon product sales contract of RMB103.36 billion 31
4.76 Chongqing Longyang resumes production of silicon metal 31
4.77 GCL to add 100k-ton silicon granule & 150k-ton high-purity nano-silicon production capacity 31
4.78 Jingyou Photovoltaic's 3GW module base embraces first trial production of PV modules in Taizhou 32
4.79 Xinte Energy signs 336k-ton polysilicon long-term contract with Jinko Solar 32
4.80 Luoyang Glass's subsidiary to sell 0.2 billion square meters of PV glass to DAS SOLAR 32
4.81 GCL's silicon granule daily output reaches 251t 32
4.82 Daqo New Energy signs solar-level polysilicon purchase contract of RMB14 billion 32
4.83 GCL System Integration: Hefei GCL System Integration's 15GW PV module project reaches designed production capacity 32
4.84 TCL Zhonghuan's subsidiaries sign long term agreement for purchasing 432,000t of polysilicon 32
4.85 Daqo New Energy signs 137k-ton polysilicon long-term contract 32
4.86 Nujiang Guomao to suspend production of silicon metal 32
4.87 JA Solar intends to invest RMB10.2 billion in PV integration project in Shijiazhuang 32
5. Producers Statistics 33
5.1 Production capacity statistics for Chinese silicon metal 33
5.2 Operating rate statistics for Chinese silicon metal 33
5.3 Output statistics for Chinese silicon metal 33
5.4 Inventory statistics for Chinese silicon metal 33
6. Customs Statistics 34
6.1 Export statistics for Chinese silicon metal 34
6.2 Import data for polysilicon 35
7. Supply and Demand Outlook 35
7.1 Domestic Market 35
7.2 Export Market 35
7.3 International Market 35


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