OCI - (vormals DC Chemical) Poly-Si-Player aus Korea - 500 Beiträge pro Seite
eröffnet am 03.08.10 16:11:27 von
neuester Beitrag 12.01.19 08:45:07 von
neuester Beitrag 12.01.19 08:45:07 von
Beiträge: 23
ID: 1.159.137
ID: 1.159.137
Aufrufe heute: 0
Gesamt: 1.632
Gesamt: 1.632
Aktive User: 0
Top-Diskussionen
| Titel | letzter Beitrag | Aufrufe |
|---|---|---|
| gestern 12:15 | 733 | |
| 20.04.24, 12:11 | 389 | |
| 06.03.17, 11:10 | 300 | |
| gestern 23:15 | 284 | |
| 22.04.08, 12:27 | 226 | |
| 15.05.11, 11:34 | 220 | |
| heute 03:00 | 210 | |
| 03.04.08, 18:47 | 185 |
Meistdiskutierte Wertpapiere
| Platz | vorher | Wertpapier | Kurs | Perf. % | Anzahl | ||
|---|---|---|---|---|---|---|---|
| 1. | 1. | 18.015,00 | -0,90 | 204 | |||
| 2. | 2. | 9,6900 | -33,06 | 190 | |||
| 3. | 3. | 162,13 | +12,06 | 147 | |||
| 4. | 4. | 0,1940 | +1,57 | 69 | |||
| 5. | 5. | 6,7090 | -2,94 | 32 | |||
| 6. | 7. | 1,3500 | -0,74 | 29 | |||
| 7. | 6. | 0,0211 | -32,59 | 29 | |||
| 8. | 10. | 0,1915 | -1,54 | 26 |
Feedback
...investieren weiter:
August 03, 2010 08:38 AM Eastern Daylight Time
GT Solar Receives $23.4 Million Follow-on Order from OCI for Polysilicon Production Equipment
Order includes SDR 400 reactors with improved throughput and reduced power consumption
MERRIMACK, N.H.--(BUSINESS WIRE)--GT Solar International, Inc. (NASDAQ: SOLR), a global provider of polysilicon production technology, and sapphire and silicon crystalline growth systems for the solar, LED and other specialty markets, today announced that it has received a $23.4 million follow-on order from South Korea-based polysilicon producer OCI Company, Ltd. for its newest SDR™ 400 CVD reactors and other equipment to support OCI’s polysilicon plant expansion.
“We are pleased by the confidence OCI has demonstrated with our polysilicon production technology,” said Tom Gutierrez, GT Solar’s president and CEO. “The additional throughput and cost savings of the SDR 400 CVD reactor allows OCI to further enhance their cost competitiveness.”
The SDR 400 reactor has proven capability of producing over 400 metric tons of polysilicon annually and continues GT Solar’s leadership position for developing the most energy efficient reactors in the industry. The SDR 400 reduces power consumption by an additional 20 percent per kilogram of polysilicon produced compared to GT Solar’s highly efficient SDR 300. OCI’s phase 3.5 expansion is expected to be completed in October 2011.
August 03, 2010 08:38 AM Eastern Daylight Time
GT Solar Receives $23.4 Million Follow-on Order from OCI for Polysilicon Production Equipment
Order includes SDR 400 reactors with improved throughput and reduced power consumption
MERRIMACK, N.H.--(BUSINESS WIRE)--GT Solar International, Inc. (NASDAQ: SOLR), a global provider of polysilicon production technology, and sapphire and silicon crystalline growth systems for the solar, LED and other specialty markets, today announced that it has received a $23.4 million follow-on order from South Korea-based polysilicon producer OCI Company, Ltd. for its newest SDR™ 400 CVD reactors and other equipment to support OCI’s polysilicon plant expansion.
“We are pleased by the confidence OCI has demonstrated with our polysilicon production technology,” said Tom Gutierrez, GT Solar’s president and CEO. “The additional throughput and cost savings of the SDR 400 CVD reactor allows OCI to further enhance their cost competitiveness.”
The SDR 400 reactor has proven capability of producing over 400 metric tons of polysilicon annually and continues GT Solar’s leadership position for developing the most energy efficient reactors in the industry. The SDR 400 reduces power consumption by an additional 20 percent per kilogram of polysilicon produced compared to GT Solar’s highly efficient SDR 300. OCI’s phase 3.5 expansion is expected to be completed in October 2011.
frischer Poly-Contract mit GET: http://englishdart.fss.or.kr/report/eng/viewer.do?rcpNo=2010…
und einer mit Comtec: http://englishdart.fss.or.kr/report/eng/viewer.do?rcpNo=2010…
Motech and OCI sign 5-year material supply agreement
Nuying Huang, Taipei; Willie Teng, DIGITIMES [Monday 23 August 2010]
Solar cell maker Motech Industries has announced the signing of a five-year agreement with South Korea's OCI for polycrystalline silicon (poly-Si) supplies worth US$111.5 million.
Motech will expand annual capacity to 710MWp in Tainan, Taiwan and 290MWp in Kunshan, China in 2010.
Nuying Huang, Taipei; Willie Teng, DIGITIMES [Monday 23 August 2010]
Solar cell maker Motech Industries has announced the signing of a five-year agreement with South Korea's OCI for polycrystalline silicon (poly-Si) supplies worth US$111.5 million.
Motech will expand annual capacity to 710MWp in Tainan, Taiwan and 290MWp in Kunshan, China in 2010.
Trading Spotlight
BAODING, China, Aug. 30 /PRNewswire-Asia-FirstCall/ -- Yingli Green Energy Holding Company Limited ("Yingli Green Energy" or the "Company"), a leading solar energy company and one of the world's largest vertically integrated photovoltaic manufacturers, which markets its products under the brand "Yingli Solar," announced today that it has signed a five-year polysilicon supply agreement with OCI Chemical Corporation ("OCI"), a leading chemicals producer in Korea. Under the terms of the agreement, OCI has agreed to supply polysilicon with a total value of approximately US$442 million to Yingli Green Energy from 2011 to 2015.
S.Korea's OCI announces solar panel expansion plan
(AFP) – 1 day ago
SEOUL — OCI, South Korea's leading manufacturer of polysilicon used in solar panel cells, Wednesday announced plans to spend 1.88 trillion won (1.65 billion dollars) over the next two years to expand output.
The company said in a statement it would invest 1.6 trillion won to build a new plant by October 2012, and spend another 280 billion won expanding an existing plant.
OCI said the investments would expand its annual output capacity by 27,000 tonnes to the world's largest figure of 62,000 tonnes.
"The large-scale expansion is designed to support continuously increasing demand for high-purity polysilicon products," it said in the statement.
(AFP) – 1 day ago
SEOUL — OCI, South Korea's leading manufacturer of polysilicon used in solar panel cells, Wednesday announced plans to spend 1.88 trillion won (1.65 billion dollars) over the next two years to expand output.
The company said in a statement it would invest 1.6 trillion won to build a new plant by October 2012, and spend another 280 billion won expanding an existing plant.
OCI said the investments would expand its annual output capacity by 27,000 tonnes to the world's largest figure of 62,000 tonnes.
"The large-scale expansion is designed to support continuously increasing demand for high-purity polysilicon products," it said in the statement.
Antwort auf Beitrag Nr.: 40.677.707 von R-BgO am 09.12.10 08:51:07 S. Korean firm to spend 1.9 tln won to expand polysilicon output
Yonhap (South Korea)
December 9, 2010
OCI Co., South Korea's leading manufacturer of polysilicon, said Wednesday that it plans to spend 1.9 trillion won (US$1.68 billion) over the next two years to expand output.
OCI will have an additional output capacity of 27,000 tons when a polysilicon plant is completed in 2012, the company said in a regulatory filing. The material is used in solar-panel cells.
The South Korean firm's annual capacity will rise to the world's largest amount of 62,000 tons, it said.
OCI said it would invest 1.6 trillion won to build a new plant and spend another 280 billion won for the expansion of the existing plant.
"The large-scale expansion aims at meeting rising demand for polysilicon in line with the growing solar cell market," the company said. "The investment will help us secure price competitiveness in the market."
Shares of OCI closed at 320,000 won on the Seoul bourse, up 3.73 percent.
Yonhap (South Korea)
December 9, 2010
OCI Co., South Korea's leading manufacturer of polysilicon, said Wednesday that it plans to spend 1.9 trillion won (US$1.68 billion) over the next two years to expand output.
OCI will have an additional output capacity of 27,000 tons when a polysilicon plant is completed in 2012, the company said in a regulatory filing. The material is used in solar-panel cells.
The South Korean firm's annual capacity will rise to the world's largest amount of 62,000 tons, it said.
OCI said it would invest 1.6 trillion won to build a new plant and spend another 280 billion won for the expansion of the existing plant.
"The large-scale expansion aims at meeting rising demand for polysilicon in line with the growing solar cell market," the company said. "The investment will help us secure price competitiveness in the market."
Shares of OCI closed at 320,000 won on the Seoul bourse, up 3.73 percent.
OCI Enterprises Acquires CornerStone Power Development
OCI Enterprises, an Atlanta-based chemical and energy holding company owned by South Korea-based OCI Co. Ltd., has acquired CornerStone Power Development, a utility-scale solar power plant development company based in Chicago, as part of its new OCI Energy division, which is being created to further the company's global focus on green energy.
CornerStone Power Development, which currently has 12 projects totaling more than 130 MW in development in the U.S. and Ontario, will become OCI Solar Power.
The company expects to have 700 MW under development by 2013. CornerStone's management team will remain in place at OCI Solar Power.
OCI Enterprises, an Atlanta-based chemical and energy holding company owned by South Korea-based OCI Co. Ltd., has acquired CornerStone Power Development, a utility-scale solar power plant development company based in Chicago, as part of its new OCI Energy division, which is being created to further the company's global focus on green energy.
CornerStone Power Development, which currently has 12 projects totaling more than 130 MW in development in the U.S. and Ontario, will become OCI Solar Power.
The company expects to have 700 MW under development by 2013. CornerStone's management team will remain in place at OCI Solar Power.
..
Solar wafer maker Danen inks 7-year poly-Si supply agreement with OCI
Nuying Huang, Taipei; Willie Teng, DIGITIMES [Wednesday 16 March 2011]
Solar wafer maker Danen Technology on March 15 announced that it has signed a seven-year polycrystalline silicon (poly-Si) supply agreement with South Korea's OCI. The contract will last from 2012 to 2018 and is worth US$161 million in procurement value. Danen has mostly depended on the spot market in the past, and is not looking to increase the proportion of contract transactions.
Compared with Sino-American Silicon Products (SAS) and Green Energy Technology (GET), Danen is a relative latecomer to the solar wafer sector, and was fortunate to avoid signing high-price poly-Si supply contracts prior to 2009, which has helped its gross margins.
Danen will issue 36.8 million new shares at NT$59 (US$1.99) a share. The payment period began in March 15. Due to the Japan earthquake, Danen's stock price fell to NT$58.
Solar wafer maker Danen inks 7-year poly-Si supply agreement with OCI
Nuying Huang, Taipei; Willie Teng, DIGITIMES [Wednesday 16 March 2011]
Solar wafer maker Danen Technology on March 15 announced that it has signed a seven-year polycrystalline silicon (poly-Si) supply agreement with South Korea's OCI. The contract will last from 2012 to 2018 and is worth US$161 million in procurement value. Danen has mostly depended on the spot market in the past, and is not looking to increase the proportion of contract transactions.
Compared with Sino-American Silicon Products (SAS) and Green Energy Technology (GET), Danen is a relative latecomer to the solar wafer sector, and was fortunate to avoid signing high-price poly-Si supply contracts prior to 2009, which has helped its gross margins.
Danen will issue 36.8 million new shares at NT$59 (US$1.99) a share. The payment period began in March 15. Due to the Japan earthquake, Danen's stock price fell to NT$58.
OCI wins $361 mln polysilicon order from Taiwan's AU Optronics
SEOUL, April 18 (Reuters) - South Korea's OCI Co Ltd has won a 392.7 billion won ($360.9 million) order to supply polysilicon to Taiwan's AU Optronics Corp, OCI said in a regulatory filing on Monday.
Polysilicon is a key raw material for the solar industry, which is set to grow strongly on rising demand for renewable energy sources. ($1 = 1088.000 Korean Won)
SEOUL, April 18 (Reuters) - South Korea's OCI Co Ltd has won a 392.7 billion won ($360.9 million) order to supply polysilicon to Taiwan's AU Optronics Corp, OCI said in a regulatory filing on Monday.
Polysilicon is a key raw material for the solar industry, which is set to grow strongly on rising demand for renewable energy sources. ($1 = 1088.000 Korean Won)
04.21.2011
Seoul, South Korea
Korea’s OCI is to invest KRW 1.8 trillion to build an additional polysilicon production plant with production capacity of 24,000 metric tons a year.
OCI will construct its P5 polysilicon plant in Saemangeum Industrial Complex, North Jeolla. Construction will commence in second half of 2011 and completed by December 2013. A total of KRW 1.8 trillion won will be invested.
With P5 Plant which is one of the world’s largest single plants in size and produces 24,000 metric tons, OCI will be equipped with a total manufacturing capacity of 86,000 metric tons and cement its reputation as the largest polysilicon supplier in the world.
Upon completion of the P4 Plant construction by the 4th quarter of 2012 to produce 20,000 metric tons per year based on the accumulated technical expertise and improved productivity, OCI says that company expects to gain cost competitive advantage through economies of scale from a total 62,000 metric tons of production capacity.
The construction of P5 plant is the first full-fledged investment in the Saemangeum Industrial Complex under the Memorandum of Understanding (MOU) agreement signed last August between OCI and authorities of North Jeolla Province. Through such investment, OCI can strengthen its cost competitiveness through efficient infrastructure and low-priced energy procured from the co-generation plant.
“To strengthen our market dominance through satisfying the needs of customers, it is timely to drive the expansion of P5 Plant at this moment since the major polysilicon suppliers such as Hemlock and Wacker are targeting 2013 for their aggressive plant expansion deadline,” an OCI official said. “As the polysilicon market will clearly head towards an oversupply situation, the growing needs of high-efficient solar cells will ultimately lead the insistent demands for high-purity polysilicon products, the core material for high-efficient solar cells manufacturing. Instead of turning to vertical integration, global customers prefer sourcing their polysilicon product supplies from OCI, which is devoting into polysilicon production only instead of relying on vertical integration” the official added.
OCI supplies super high-purity polysilicon of 10-nine grade and over to about 50 customers worldwide through continuous R&D activities and capital investment. With the further plant expansion, OCI expects to assure stable supply to existing and new customers and, thereby, smoothly respond to the growing demand for high-purity products.
Seoul, South Korea
Korea’s OCI is to invest KRW 1.8 trillion to build an additional polysilicon production plant with production capacity of 24,000 metric tons a year.
OCI will construct its P5 polysilicon plant in Saemangeum Industrial Complex, North Jeolla. Construction will commence in second half of 2011 and completed by December 2013. A total of KRW 1.8 trillion won will be invested.
With P5 Plant which is one of the world’s largest single plants in size and produces 24,000 metric tons, OCI will be equipped with a total manufacturing capacity of 86,000 metric tons and cement its reputation as the largest polysilicon supplier in the world.
Upon completion of the P4 Plant construction by the 4th quarter of 2012 to produce 20,000 metric tons per year based on the accumulated technical expertise and improved productivity, OCI says that company expects to gain cost competitive advantage through economies of scale from a total 62,000 metric tons of production capacity.
The construction of P5 plant is the first full-fledged investment in the Saemangeum Industrial Complex under the Memorandum of Understanding (MOU) agreement signed last August between OCI and authorities of North Jeolla Province. Through such investment, OCI can strengthen its cost competitiveness through efficient infrastructure and low-priced energy procured from the co-generation plant.
“To strengthen our market dominance through satisfying the needs of customers, it is timely to drive the expansion of P5 Plant at this moment since the major polysilicon suppliers such as Hemlock and Wacker are targeting 2013 for their aggressive plant expansion deadline,” an OCI official said. “As the polysilicon market will clearly head towards an oversupply situation, the growing needs of high-efficient solar cells will ultimately lead the insistent demands for high-purity polysilicon products, the core material for high-efficient solar cells manufacturing. Instead of turning to vertical integration, global customers prefer sourcing their polysilicon product supplies from OCI, which is devoting into polysilicon production only instead of relying on vertical integration” the official added.
OCI supplies super high-purity polysilicon of 10-nine grade and over to about 50 customers worldwide through continuous R&D activities and capital investment. With the further plant expansion, OCI expects to assure stable supply to existing and new customers and, thereby, smoothly respond to the growing demand for high-purity products.
Mark Osborne - 19 August 2011, 13:41In News, Materials
GT Advanced Technologies gains US$33 million in new orders from OCI
Korea-based polysilicon producer, OCI has awarded equipment supplier GT Advanced Technologies, formerly, GT Solar with US$33 million in additional orders, resulting in a total of US$269 million for polysilicon production equipment and technology. OCI purchased GT’s newest generation SDR reactors.
“We are pleased that OCI has elected to purchase our newest SDR reactors as part of their Phase 4 capacity expansion project,” commented Tom Gutierrez, GT Advanced Technologies’ president and CEO. “Our SDR reactors continue the innovation track record of our polysilicon production equipment business by improving throughput and lowering operating expenses for our customers.”
OCI is currently building its Phase 4 polysilicon plant that will add 20,000MTof capacity, taking total annual capacity to 62,000MT.
GT Advanced Technologies gains US$33 million in new orders from OCI
Korea-based polysilicon producer, OCI has awarded equipment supplier GT Advanced Technologies, formerly, GT Solar with US$33 million in additional orders, resulting in a total of US$269 million for polysilicon production equipment and technology. OCI purchased GT’s newest generation SDR reactors.
“We are pleased that OCI has elected to purchase our newest SDR reactors as part of their Phase 4 capacity expansion project,” commented Tom Gutierrez, GT Advanced Technologies’ president and CEO. “Our SDR reactors continue the innovation track record of our polysilicon production equipment business by improving throughput and lowering operating expenses for our customers.”
OCI is currently building its Phase 4 polysilicon plant that will add 20,000MTof capacity, taking total annual capacity to 62,000MT.
die sichern sich jetzt auch ihren Absatz selbst:
01.12.2012
San Antonio, Texas United States
CPS Energy is entering into negotiations for a power purchase agreement from one of the nation's largest solar projects. The project will mean new corporate headquarters and U.S. manufacturing operations for global companies in San Antonio. The offer from OCI Solar Power is expected to result in 400 megawatts of solar energy, 800-plus professional and technical jobs, and more than $1 billion in construction investment.
San Antonio Mayor Julian Castro, CPS Energy Board Chair Derrick Howard, the utility's President and CEO Doyle Beneby, and executives with the future partners detailed the major local economic development initiative yesterday.
The OCI Solar Power proposal outlines a partnership that should result in:
Multiple solar manufacturing facilities in the San Antonio area to produce proven components of solar power plants
More than $100M in capital investment
800+ jobs with an annual payroll of nearly $40M
a 25-year purchased power agreement for up to 400 MW of solar generation
"This proposal would diversify our energy sources in a manner that makes good business sense and meets our objectives. Our goal is to always provide our ratepayers safe, reliable and affordable energy, and wherever possible, bring additional value to our community," said Beneby. "As San Antonio becomes a central hub for solar development in the U.S., there is also a beneficial opportunity for other Texas based municipal utilities to achieve their renewable energy goals by becoming sites for parts of the project."
Mayor Castro highlighted its connection to the citywide, aspirational goals of SA2020. He also noted the growing number of clean energy companies CPS Energy is attracting to San Antonio by leveraging its unique role in the city's economic development. Estimates place the projected annual economic impact at $700 million.
"This accelerates San Antonio's leadership in the New Energy Economy, and provides the kind of good-paying, brainpower jobs that are becoming the staple of our local job-creation efforts," Mayor Castro said.
With more than $1 billion in construction investment, estimates place the economic development benefit from Texas construction at $177 million. OCI Solar Power proposes to use local firms for some aspects of the engineering procurement and construction (EPC) and committed to a good-faith effort to work with local companies in developing the project's manufacturing components and/or processes.
"OCI Solar Power is excited to relocate our headquarters to San Antonio and to work with CPS Energy to create jobs and spur economic development and growth in Texas," said OCI Solar Power Board Chair Kirk Milling. "Our experienced team will build leading-edge solar power plants with proven, high-performance technologies to make San Antonio a national hub for solar development and pave the way to expand solar energy across Texas and beyond."
In response to CPS Energy's request for proposals, OCI Solar Power invited manufacturers from across the industry to be part of its consortium. The anchor manufacturer in the consortium is Nexolon-a global leader in manufacturing components used in solar panels. As part of its commitment to the consortium, Nexolon would build a manufacturing facility and locate its North American headquarters in San Antonio.
01.12.2012
San Antonio, Texas United States
CPS Energy is entering into negotiations for a power purchase agreement from one of the nation's largest solar projects. The project will mean new corporate headquarters and U.S. manufacturing operations for global companies in San Antonio. The offer from OCI Solar Power is expected to result in 400 megawatts of solar energy, 800-plus professional and technical jobs, and more than $1 billion in construction investment.
San Antonio Mayor Julian Castro, CPS Energy Board Chair Derrick Howard, the utility's President and CEO Doyle Beneby, and executives with the future partners detailed the major local economic development initiative yesterday.
The OCI Solar Power proposal outlines a partnership that should result in:
Multiple solar manufacturing facilities in the San Antonio area to produce proven components of solar power plants
More than $100M in capital investment
800+ jobs with an annual payroll of nearly $40M
a 25-year purchased power agreement for up to 400 MW of solar generation
"This proposal would diversify our energy sources in a manner that makes good business sense and meets our objectives. Our goal is to always provide our ratepayers safe, reliable and affordable energy, and wherever possible, bring additional value to our community," said Beneby. "As San Antonio becomes a central hub for solar development in the U.S., there is also a beneficial opportunity for other Texas based municipal utilities to achieve their renewable energy goals by becoming sites for parts of the project."
Mayor Castro highlighted its connection to the citywide, aspirational goals of SA2020. He also noted the growing number of clean energy companies CPS Energy is attracting to San Antonio by leveraging its unique role in the city's economic development. Estimates place the projected annual economic impact at $700 million.
"This accelerates San Antonio's leadership in the New Energy Economy, and provides the kind of good-paying, brainpower jobs that are becoming the staple of our local job-creation efforts," Mayor Castro said.
With more than $1 billion in construction investment, estimates place the economic development benefit from Texas construction at $177 million. OCI Solar Power proposes to use local firms for some aspects of the engineering procurement and construction (EPC) and committed to a good-faith effort to work with local companies in developing the project's manufacturing components and/or processes.
"OCI Solar Power is excited to relocate our headquarters to San Antonio and to work with CPS Energy to create jobs and spur economic development and growth in Texas," said OCI Solar Power Board Chair Kirk Milling. "Our experienced team will build leading-edge solar power plants with proven, high-performance technologies to make San Antonio a national hub for solar development and pave the way to expand solar energy across Texas and beyond."
In response to CPS Energy's request for proposals, OCI Solar Power invited manufacturers from across the industry to be part of its consortium. The anchor manufacturer in the consortium is Nexolon-a global leader in manufacturing components used in solar panels. As part of its commitment to the consortium, Nexolon would build a manufacturing facility and locate its North American headquarters in San Antonio.
By Mark Osborne - 21 May 2012, 07:45
OCI to delay further polysilicon plant capacity expansions
OCI is estimated to have reached an annual capacity of 42,000MT at the end of 2011 and had plans to reach 62,000MT with contributions from its 20,000MT P4 plant and a 24,000MT P5 plant that was revealed in April, 2011 with the project expected to be operational at the end of 2013.
Endemic overcapacity and continued price declines towards manufacturing cost levels within the polysilicon sector has forced Korea’s largest poly producer to delay previously announced plans to build further plants. OCI is estimated to have reached an annual capacity of 42,000MT at the end of 2011 and had plans to reach 62,000MT with contributions from its 20,000MT P4 plant and a 24,000MT P5 plant that was revealed in April 2011, with the project expected to be operational at the end of 2013.
It is unclear whether both plants have been delayed, which were expected to contribute to OCI reaching nameplate annual capacity of 86,000MT by 2013.
Polysilicon prices have continued to fall from above US$30/kg at the beginning of the year to around US$23/kg in May 2012. Over the last 12 months, falling ASPs have reduced OCI’s revenue from polysilicon sales by 50% and are now approaching levels where margins completely disappear.
OCI follows another recent entrant, GCL-Poly in rapidly expanding poly production over recent years, yet the overcapacity situation means both companies have no plans to add further capacity in 2012.
OCI to delay further polysilicon plant capacity expansions
OCI is estimated to have reached an annual capacity of 42,000MT at the end of 2011 and had plans to reach 62,000MT with contributions from its 20,000MT P4 plant and a 24,000MT P5 plant that was revealed in April, 2011 with the project expected to be operational at the end of 2013.
Endemic overcapacity and continued price declines towards manufacturing cost levels within the polysilicon sector has forced Korea’s largest poly producer to delay previously announced plans to build further plants. OCI is estimated to have reached an annual capacity of 42,000MT at the end of 2011 and had plans to reach 62,000MT with contributions from its 20,000MT P4 plant and a 24,000MT P5 plant that was revealed in April 2011, with the project expected to be operational at the end of 2013.
It is unclear whether both plants have been delayed, which were expected to contribute to OCI reaching nameplate annual capacity of 86,000MT by 2013.
Polysilicon prices have continued to fall from above US$30/kg at the beginning of the year to around US$23/kg in May 2012. Over the last 12 months, falling ASPs have reduced OCI’s revenue from polysilicon sales by 50% and are now approaching levels where margins completely disappear.
OCI follows another recent entrant, GCL-Poly in rapidly expanding poly production over recent years, yet the overcapacity situation means both companies have no plans to add further capacity in 2012.
lohnt doch immer wieder, mal vorbeizuschauen:
http://www.oci.co.kr/eng/invest/ir_presentation_view.asp?idx… es gibt sogar 'ne WKN: 956210
http://www.wallstreet-online.de/aktien/oci-company-aktie
Polysilizium-Importe Indiz für PV-Rallye in China
Photovoltaik Pressemitteilung
08.02.2017
Würzburg – Scharf ansteigende Polysilizium-Einfuhren nach China deuten auf eine neue Installationsrallye im weltgrößten Photovoltaik- (PV-)Markt hin vor der Kürzung des Einspeisetarifs am 1. Juli 2017. “Der obere Teil der PV-Wertschöpfungskette ahnt offensichtlich einen Installationsrun voraus, der noch stärker sein könnte als das, was wir in China in der ersten Hälfte 2016 gesehen haben”, sagt Johannes Bernreuter, Chef der Polysilizium-Marktforschungsfirma Bernreuter Research und Autor des Polysilicon Market Outlook 2020. Laut der chinesischen Zollstatistik erreichten Polysilizium-Importe im Dezember 2016 ein neues Monats-Rekordhoch von 14.449 t.
Der aktuelle Trend ähnelt der Entwicklung vor einem Jahr. Von einem Tief von 7.504 t im Oktober 2015 schnellten die Polysilizium-Importe um 33,6 % auf 10.028 t im November 2015 hoch und wuchsen weiter bis zu einem Höchstwert von 13.866 t im März 2016. Der Anstieg zwischen Oktober und November 2016 war sogar noch stärker: Die Polysilizium-Importe schossen um 56,5 % von 8.680 t auf 13.584 t in die Höhe.
Ein Teil des rapiden Anstiegs lässt sich als Reaktion auf die geringen inländischen Produktionsmengen im September und Oktober 2016 erklären, als viele chinesische Hersteller ihre Polysiliziumfabriken zur Wartung herunterfuhren angesichts des eingebrochenen Spotpreises. Die einheimische Produktion erholte sich jedoch rasch von 12.600 t im Oktober auf ein neues Hoch von 18.000 t im Dezember. Zudem ist der internationale Spotpreis von seinem historischen Tief von 12,65 US$/kg Anfang Oktober stetig gestiegen auf jetzt mehr als 16 US$/kg. “Diese Daten signalisieren eine starke Polysilizium-Nachfrage”, sagt Bernreuter.
Hauptprofiteure der hohen Importmengen sind die drei südkoreanischen Hersteller OCI, Hankook Silicon und Hanwha Chemical. Innerhalb von vier Jahren hat sich der koreanische Anteil an den gesamten Polysilizium-Einfuhren nach China mehr als verdoppelt – von 24 % im Jahr 2012 auf 50 % im Jahr 2016. “OCI und Hankook haben von geringen Importzöllen von 2,4 % bzw. 2,8 % profitiert, während US-Hersteller durch untragbare Zollraten von 53,6 % bis 57 % praktisch vom chinesischen Markt ausgeschlossen sind”, erläutert Bernreuter.
Die hohen koreanischen Importmengen haben jedoch Widerstand bei chinesischen Herstellern geweckt. Sie bezichtigen die koreanischen Importeure einer Dumping-Marge von fast 34 % und haben beim chinesischen Handelsministerium eine Halbzeit-Überprüfung der Zollraten beantragt. Am 22. November 2016 gab das Ministerium bekannt, es habe die Überprüfung eingeleitet. “Chinesische Hersteller schüren nun Spekulationen über höhere Zollraten für koreanische Importe, um den Spotpreis nach oben zu treiben”, sagt Bernreuter. Er rechnet damit, dass der internationale Spotpreis in der ersten Hälfte 2017 Richtung 17 US$/kg klettern wird, bevor dieser wieder sinkt.
Eine tiefgehende Analyse der Zollauswirkungen auf den Polysilizium-Markt liefert der Polysilicon Market Outlook 2020. Der 70-Seiten-Report enthält ausgefeilte Szenarien von Angebot und Nachfrage, detaillierte Prognosen zu Polysilizium- Preisen und Produktionskosten bis 2020 sowie die jüngste Entwicklung in der FBR-Technologie. Mehr Informationen über den Report gibt es unter im im Shop von bernreuter.com.
Photovoltaik Pressemitteilung
08.02.2017
Würzburg – Scharf ansteigende Polysilizium-Einfuhren nach China deuten auf eine neue Installationsrallye im weltgrößten Photovoltaik- (PV-)Markt hin vor der Kürzung des Einspeisetarifs am 1. Juli 2017. “Der obere Teil der PV-Wertschöpfungskette ahnt offensichtlich einen Installationsrun voraus, der noch stärker sein könnte als das, was wir in China in der ersten Hälfte 2016 gesehen haben”, sagt Johannes Bernreuter, Chef der Polysilizium-Marktforschungsfirma Bernreuter Research und Autor des Polysilicon Market Outlook 2020. Laut der chinesischen Zollstatistik erreichten Polysilizium-Importe im Dezember 2016 ein neues Monats-Rekordhoch von 14.449 t.
Der aktuelle Trend ähnelt der Entwicklung vor einem Jahr. Von einem Tief von 7.504 t im Oktober 2015 schnellten die Polysilizium-Importe um 33,6 % auf 10.028 t im November 2015 hoch und wuchsen weiter bis zu einem Höchstwert von 13.866 t im März 2016. Der Anstieg zwischen Oktober und November 2016 war sogar noch stärker: Die Polysilizium-Importe schossen um 56,5 % von 8.680 t auf 13.584 t in die Höhe.
Ein Teil des rapiden Anstiegs lässt sich als Reaktion auf die geringen inländischen Produktionsmengen im September und Oktober 2016 erklären, als viele chinesische Hersteller ihre Polysiliziumfabriken zur Wartung herunterfuhren angesichts des eingebrochenen Spotpreises. Die einheimische Produktion erholte sich jedoch rasch von 12.600 t im Oktober auf ein neues Hoch von 18.000 t im Dezember. Zudem ist der internationale Spotpreis von seinem historischen Tief von 12,65 US$/kg Anfang Oktober stetig gestiegen auf jetzt mehr als 16 US$/kg. “Diese Daten signalisieren eine starke Polysilizium-Nachfrage”, sagt Bernreuter.
Hauptprofiteure der hohen Importmengen sind die drei südkoreanischen Hersteller OCI, Hankook Silicon und Hanwha Chemical. Innerhalb von vier Jahren hat sich der koreanische Anteil an den gesamten Polysilizium-Einfuhren nach China mehr als verdoppelt – von 24 % im Jahr 2012 auf 50 % im Jahr 2016. “OCI und Hankook haben von geringen Importzöllen von 2,4 % bzw. 2,8 % profitiert, während US-Hersteller durch untragbare Zollraten von 53,6 % bis 57 % praktisch vom chinesischen Markt ausgeschlossen sind”, erläutert Bernreuter.
Die hohen koreanischen Importmengen haben jedoch Widerstand bei chinesischen Herstellern geweckt. Sie bezichtigen die koreanischen Importeure einer Dumping-Marge von fast 34 % und haben beim chinesischen Handelsministerium eine Halbzeit-Überprüfung der Zollraten beantragt. Am 22. November 2016 gab das Ministerium bekannt, es habe die Überprüfung eingeleitet. “Chinesische Hersteller schüren nun Spekulationen über höhere Zollraten für koreanische Importe, um den Spotpreis nach oben zu treiben”, sagt Bernreuter. Er rechnet damit, dass der internationale Spotpreis in der ersten Hälfte 2017 Richtung 17 US$/kg klettern wird, bevor dieser wieder sinkt.
Eine tiefgehende Analyse der Zollauswirkungen auf den Polysilizium-Markt liefert der Polysilicon Market Outlook 2020. Der 70-Seiten-Report enthält ausgefeilte Szenarien von Angebot und Nachfrage, detaillierte Prognosen zu Polysilizium- Preisen und Produktionskosten bis 2020 sowie die jüngste Entwicklung in der FBR-Technologie. Mehr Informationen über den Report gibt es unter im im Shop von bernreuter.com.
sie haben die Poly-Sparte von Tokuyama übernommen...
fuggedaboutit
DurchsuchenBeitrag zu dieser Diskussion schreiben
Zu dieser Diskussion können keine Beiträge mehr verfasst werden, da der letzte Beitrag vor mehr als zwei Jahren verfasst wurde und die Diskussion daraufhin archiviert wurde.
Bitte wenden Sie sich an feedback@wallstreet-online.de und erfragen Sie die Reaktivierung der Diskussion oder starten Sie eine neue Diskussion.
Meistdiskutiert
| Wertpapier | Beiträge | |
|---|---|---|
| 204 | ||
| 190 | ||
| 147 | ||
| 69 | ||
| 32 | ||
| 29 | ||
| 29 | ||
| 26 | ||
| 25 | ||
| 25 |
| Wertpapier | Beiträge | |
|---|---|---|
| 25 | ||
| 23 | ||
| 23 | ||
| 23 | ||
| 23 | ||
| 22 | ||
| 22 | ||
| 21 | ||
| 20 | ||
| 20 |
