Total China is the largest producer and exporter of silicon carbide
Production of low value-added silicon carbide industry, but lack of competitiveness. Although the production is sufficient to supply,
Chinese-made silicon carbide products are mostly low-end and initial processing,
For some demand supply of high value-added finished products and deep processing of products there is a big gap.
Especially in high-performance engineering ceramics, the abrasive powder products for high-end supply is far from satisfied,
Most of the core technology is still under Japanese control. Mainly rely on imports to make up for the lack of domestic market.
Photovoltaic industry driven by the opportunity to appear with the increasing depletion of traditional mineral energy,
As the representative of photovoltaic solar cell industry has been developing rapidly.
According to China is "emerging energy industry development plan"
Renewable energy consumption accounted ratio of energy consumption to reach 15% by 2020, the photovoltaic industry development trend of the overall steadily.
Silicon carbide PV industry chain upstream - special materials in the production process of the silicon wafers, driven by the development of photovoltaic industry,
Silicon carbide industry through the upgrading of product structure and the expansion of the downstream demand has brought some opportunities.
Uncertainty Nevertheless, due to the production of silicon carbide is a high energy consumption, high pollution by energy shortages hinder and national energy conservation policy implications,
There are some specific review and approval of new projects to be idle, such as a low tariff concessions on policy has been canceled;
Currently, the state strictly control new projects, and the 6300KVA less than the original size of the silicon carbide smelting requirements to force shut down.
Therefore, the future development of the silicon carbide industry will face a lot of uncertainty.
Second, the silicon carbide industry competition pattern analysis
External economic environment experts predict, "Twelve Five" period of economic policy will remain steady tightening of economic development will not change the upward trend,
Only will be adjusted upward slope, about to constantly adjust the sustained and stable for the better.
Industry policy tightening energy consumption per unit of GDP according to the "Eleventh Five-Year Plan" put forward to reduce about 20% of the target,
National Energy Conservation work has made positive progress, the national unit of GDP energy consumption decreased by 15.61% in the previous four years,
But because some local high energy consumption, high emission industries rapid growth in the first half of this year, the national unit of GDP energy consumption up instead of down 0.09%,
There are seven local energy consumption per unit of GDP also rose, the situation is very serious, even more arduous.
Low-carbon economy led green GDP under the guidance of the concept of sustainable development, through technical innovation, system innovation, industrial restructuring, new energy development and other means to develop low-carbon economy,
Pursuit of green GDP, China *** commitment to the society as a whole. In order to ensure the realization of "five" emission reduction targets
