my country’s industrial silicon industry chain has basically taken shape and output is gradually increasing

Industrial silicon, also known as metallic silicon, crystalline silicon, etc., mainly refers to products smelted from quartz and coke in electric furnaces. The silicon content is about 98%, and the remaining impurities are iron, aluminum, calcium, etc. Compared with other silicon materials, industrial silicon has the advantages of good chemical stability, strong electrical conductivity, and excellent optical properties. After years of development, the types of industrial silicon have gradually become richer. According to the different contents of aluminum, iron, and calcium, it can be divided into various specifications. Common grades include 553, 2202, 421, 3303, 441, etc.

At present, my country’s industrial silicon industry chain has basically taken shape. The upstream of the industrial chain is mainly the raw material industry, providing silicon ore, petroleum coke, carbonaceous and other raw materials; the midstream is mainly the industrial silicon production industry, responsible for the production and manufacturing of industrial silicon; the downstream is mainly oriented to application fields, mostly used to produce silicon carbide , organic silicon, silicon-aluminum alloy, crystalline silicon and other products are widely used in automobiles, chemicals, electronics, metallurgy, non-ferrous metals, photovoltaics, new energy and other fields.

From the perspective of product segments, organic silicon has become the most widely used field of industrial silicon, accounting for 41.5% of the overall market; followed by polysilicon, accounting for 32.6% of the market; ranking third is silicon-aluminum alloy, The market share is 22.8%.

According to the “In-depth Market Research and Investment Strategy Suggestions Report on Industrial Silicon Industry 2023-2027” released by the Industrial Research Center, with the my country’s energy structure is gradually transforming, renewable energy is gradually being promoted, and new energy vehicles are developing rapidly. As my country’s industrial manufacturing level gradually improves, the production cost of new energy vehicles gradually decreases, its product prices are gradually accepted by mass consumers, and the market penetration rate gradually increases. According to data released by the China Association of Automobile Manufacturers, in 2022, my country’s new energy vehicle production and sales will complete 7.058 million units and 6.887 million units respectively, a year-on-year increase of 96.9% and 93.4% respectively. As the production and sales of new energy vehicles in my country gradually increase, the market size of organic silicon as a basic raw material has gradually increased. As an upstream product of organic silicon, the market of industrial silicon has also been affected to a certain extent. Against this background, my country’s industrial silicon production has gradually increased. According to data released by the my country Nonferrous Metals Industry Association, my country’s industrial silicon output will be 3.35 million tons in 2022, a year-on-year increase of about 24%.

Industry analysts said that at this stage, there are a large number of industrial silicon companies in my country, most of which are small-scale companies and have not yet emerged with any impact. powerful enterprise. my country’s large-scale industrial silicon companies mainly include Oriental Hope, GCL Group, Xin’an Chemical, Yongchang Silicon, Hesheng Silicon, Dongyue Group, Qingdian Group, China Silicon Technology, etc. In addition, there are still a large number of small and medium-sized enterprises in my country’s industrial silicon market. These enterprises have small production capacity and weak market competitiveness. As my country’s industrial silicon industry continues to develop, industry production capacity is gradually integrated, backward production capacity is gradually eliminated, and market share gradually moves closer to large enterprises. Its market concentration will be increased in the future.