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Huang Ming: The overcapacity of polysilicon is not true.
Mr. Huang Ming, the deputy to the National People's Congress, the chairman of Huangming Solar Energy Co., Ltd. and the vice chairman of the International Solar Energy Society, said that the reason why the price of polysilicon fell sharply was due to the global "China Economics Interview Special Program - 2012 Focus Two Sessions". The balance between supply and demand has returned to equilibrium. Although the production capacity of polysilicon in China is overheated, the actual production capacity is still very low, and some rely on imports. When talking about the sharp drop in polysilicon prices, Mr. Huang Ming said that polysilicon prices have fallen globally, and China's production capacity is actually insufficient. It used to be 100% dependent on imports. Mr. Huang Ming said that the earliest era of polysilicon for the semiconductor industry, that is, seven or eight years ago was twenty or thirty dollars a kilogram. When the polysilicon was frenzied, it was fried to three or four hundred dollars a kilogram. At this time, many of China It is normal for companies to run this project, and it also solves the problem of self-reliance. However, Chinese companies often have a feverish mind. This boom has risen, and it has announced 30,000 tons, or 50,000 tons, or 10,000 tons. Therefore, the statistics of the National Development and Reform Commission showed that it exceeded several times of demand and there were signs of overheating. Very low. Therefore, polysilicon overheating and polysilicon restrictions are not the last year and this year, but began in 2009 and 2010. In fact, polysilicon has not been overheated. Until now, China still has some parts to rely on imports. The reason why polysilicon fell from three or four hundred dollars all the way to twenty or thirty dollars is due to the balance of supply and demand in the world, and the price has returned to normal.