The United States, South Korea's criminal investigation
 
China Photovoltaic Industry Association predicted that in 2012 China's domestic polysilicon production is about 100,000 tons, imports about 80,000 tons. 80,000 tons of imports, according to today's retail price of 23-28 dollars / kg, unit price of 32-37 U.S. $ / kg in value terms, involving the same total value of imports over two billion U.S. dollars.
A polysilicon Central executives told reporters that this initiated the investigation of a complaint, more than 10 small and medium-sized polysilicon enterprises have also participated in addition to the three manufacturers. Different take on the US-South Korean polysilicon criminal investigation, the United States related to government subsidies, in the last week has been notified; South Korean business behavior, so only the handle anti-dumping ".
 
July 16, Yonhap said the South Korean Embassy in China said it has received notification from the Ministry of Commerce, said China has Korean polysilicon anti-dumping investigation.
 
1-5 months, China imported a total of 34,000 tons of polysilicon, a new record, total imports amounted to $ 960 million.
 
Imports from the United States in May 3269.37 tons, the loop gain of 28.47%, the proportion of 41.40%; 2053.53 tons imported from Germany, the loop gain of 69.04%, the proportion of 26.01%; imports from South Korea to 1752.74 tons, an increase of 15.05% , the proportion of 22.20%.
Through May in the proportion of imports from the United States imports about 44 percent, South Korea, the proportion of 24%, the ratio compared to last year, more upgrade. "To the aforementioned solar company executives do not rule out Chinese companies argued that double reverse "complaints, the US-ROK enterprises to step up to the Chinese dumping margin, their prices are generally in the range of $ 24 / kg, the price including the OCI are not."
 
The executives admitted that South Korea OCI, Hemlock the United States-based international polysilicon giants market-oriented China, South Korea polysilicon enterprises 70% of the polysilicon products are shipped to China, "OCI used almost entirely to GT Solar equipment costs more than $ 30 / kg. "
 
With geographical advantages, the South Korean companies on China's exports come from behind to sell below cost price is allowed to be overwhelmed. Woongjin Energy, the main polysilicon and wafers business in the third quarter of 2011, a loss of 5.9 billion won, Nomura Holdings, OCI's polysilicon business losses will be extended to 2013 as a whole. The number of people in the industry refers to the reason why South Korean companies cheap exports polysilicon depends on state subsidies to support and group-profit business support, in order to obtain an absolute advantage in future markets.
 
Above the polysilicon business executives said the evidence of domestic photovoltaic enterprises, a Korean manufacturer and domestic trading companies is extraordinary, the trading company to $ 16 / kg of ultra-low-price imports of silicon material than normal lowest 30% ; domestic trading company, the silicon material to the processing of the silicon suppliers, and then sold at low prices, "the silicon VAT to 17%, 13% of the export tax rebate, just to pay the 4% tariff. Domestic PV companies suspected of trading company is the South Korean companies affiliated companies, aimed at price base of small, the tariff is also less, so the silicon owned in the international price competitiveness.
 
Polysilicon manufacturers of salvation
 
Excess of the PV market, the United States EvergreenSolar SpectraWatt, marketing Solyndra and Germany, Solon, So-larMillennium, Ralos New Energies AG, Q-Cells and other PV companies have closed down, the international polysilicon giants have increased their sales efforts on China.
 
Wang Heng, polysilicon technology experts, general manager of Chengdu Constant Sea Chemical Services Limited, told reporters that domestic polysilicon enterprises can basically full capacity the only GCL, Rui and Daquan three.
 
"Polysilicon spot price is 25-26 USD / kg, we repeatedly talk with upstream and downstream enterprises, even if the U.S. and South Korea's polysilicon double reverse set up, the price will not change, but the supply-side changes." The executive said. international seven plants in Norway's REC, Wacker, Germany can be exported to China, which meet the needs of domestic downstream enterprises, imported from Germany in May on the ring by 69.4% that is exemplified.
 
On the other hand, the U.S. Commerce Department dual anti final ruling will be made in early October, the U.S. International Trade Commission to make sure of the final ruling is expected in late November of this year. China to the United States launched polysilicon dual investigations, when making a final ruling, the United States should carefully consider. Polysilicon enterprises who hold the unanimous view, and so will the PV cell and module business.
 
In pairs before the anti-', the Chinese Ministry of Commerce of the U.S. renewable energy support policies and subsidies to start trade barriers investigation to the end. This since the survey began in November 2011, including "Washington, USA renewable energy production to encourage projects involving wind, solar and hydro and other renewable energy related products, equipment and spare parts.
 
It is worth noting that Solar, World Following the successful launch of the PV antidumping and countervailing, Solar World is the joint European PV companies proposed a similar lawsuit in the United States. Double reverse 'of polysilicon in China, since the European import of polysilicon will significantly increase, thus making of enterprises to dual anti-off in Europe, which accounts for 80% of the export markets of the Chinese PV companies.
 
The aforementioned executives stressed that the GCL, as LDK, REpower polysilicon costs around 25 U.S. dollars / kg, has been basically can compete with foreign giants, but now Korean enterprises in the premise of the poor market conditions, not only dumping and still planned expansion, the domestic enterprises are most worried about the dumping of foreign enterprises is not normal competition.



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