Abstract From January to May 2014, China's PV product exports maintained steady growth and the development trend was good. The total exports of silicon wafers, battery chips and components reached US$7 billion, a year-on-year increase of 16%. The export value of the components is about 5.62 billion US dollars, and the export volume of the battery is about 4...
From January to May 2014, China's PV product exports maintained steady growth and the development trend was good. The total exports of silicon wafers, battery chips and components reached US$7 billion, a year-on-year increase of 16%. The export value of the components is about 5.62 billion US dollars, the export volume of solar cells is about 430 million US dollars, and the export value of silicon wafers is about 947 million US dollars. The import volume of polysilicon reached 787 million US dollars, a year-on-year increase of 25%, and the import volume reached 36,000 tons.

Component export 8GW

From January to May 2014, China's mainland exports reached US$5.6 billion, and its export volume was about 8GW. The monthly export volume was affected by the Spring Festival holiday in February, while exports remained stable in other months.

From the component export area, China's mainland components were exported to 183 countries and regions from January to May. The largest export volume is Japan, reaching US$2.01 billion, with an export share of approximately 35.7% and export volume of approximately 2.8GW; followed by the United States with an export value of approximately US$1.21 billion and an export share of approximately 21%. It is about 1.7 GW; exports to Europe are about 1.14 billion US dollars, exports account for about 20%, and exports are about 1.6 GW. The three traditional PV markets of Japan, the United States and Europe account for about 77% of China's total exports, while other countries account for only 23% of total exports. The total exports of the 10 major exporting countries and regions totaled approximately US$4.84 billion, accounting for approximately 86% of total exports.

From the perspective of component export enterprises, from January to May, there were more than 1,500 export enterprises in China, and the total export value of the top 10 enterprises was about 3.587 billion US dollars, accounting for 63% of the total export value.

Cell exit 1.1GW

From January to May 2014, China's mainland solar cell exports amounted to approximately US$430 million, and its export volume was approximately 1.1 GW, which remained basically stable.

From the exit area of ​​the battery, from January to May, China's mainland solar cells were exported to 89 countries and regions, the largest exporting country was South Korea, with an export value of US$118 million and an export volume of nearly 310MW; followed by Canada, exporting The amount is about $109 million, and the export volume is about 300MW; the export to Europe is about $66 million, and the export volume is about 170MW. The top 10 countries and regions accounted for about 93.4% of total exports.

From the battery chip export enterprises, from January to May, China's mainland solar cell export enterprises reached more than 200 (including foreign trade and foreign trade agencies, etc.), the top 10 enterprises' exports reached 340 million US dollars, accounting for about 79% of total exports. %.

Wafer export 3.8GW

From January to May 2014, China's mainland silicon wafer exports amounted to approximately 947 million US dollars, and the export volume was about 3.8 GW.

From the perspective of the export area of ​​silicon wafers, from January to May, China's mainland wafers were exported to 24 countries and regions, with a total export value of 947 million US dollars. The largest export area is Taiwan, with an export value of 613 million US dollars, accounting for 64.7% of the total exports; followed by South Korea, with exports of about 101 million US dollars, accounting for 10.6% of total exports; followed by Malaysia, Exports amounted to approximately US$91 million, accounting for 9.6% of total exports. The exports of these three regions account for about 84.9% of the total exports.

From the perspective of export product types, the export value of polycrystalline silicon wafers is about 575 million US dollars, accounting for 61% of total silicon wafer exports; the export volume is about 2.5GW, mainly exported to Taiwan, about 2.0GW, Malaysia, about 290MW, South Korea, about 110MW. These three regions account for about 97% of the total exports of polysilicon wafers. The export volume of monocrystalline silicon wafers is about 385 million US dollars, and the export volume is about 1.3GW. The main export volume is about 480MW in Taiwan, 270MW in the Philippines, 260MW in South Korea, 110MW in Japan and 80MW in Malaysia. These five regions account for about 90% of total exports. %.

From the perspective of export enterprises, the export of polycrystalline silicon wafers is mainly concentrated in enterprises such as GCL and LDK. The five enterprises with large export volume account for 79.3% of the total export volume (including foreign trade and foreign trade agency companies, etc.). The export of monocrystalline silicon wafers is mainly concentrated in several enterprises such as Longji and Central, and the export volume of six enterprises with a large export volume accounts for 91% of the total export value.

Polysilicon imports 36,000 tons

From January to May 2014, China's mainland polysilicon imports amounted to approximately 787 million US dollars, an increase of 25% year-on-year; the import volume was about 36,000 tons, an increase of 5.9%. The sharp increase in imports was mainly due to the increase in polysilicon prices, which was about US$18/ton in the same period last year, but it was about US$21/ton this year.

In terms of major importing countries, Germany imported the most, reaching 11,774 tons, up 17% year-on-year, accounting for 32.3% of total imports. Secondly, South Korea, importing 10,359 tons, up 27% year-on-year, accounting for total imports. The amount of 28.5%; followed by the United States, affected by the "double-reverse" of polysilicon, the import volume was about 8094 tons, down 30% year-on-year. The imports of these three countries account for about 83% of China's total imports.

It is noteworthy that imports from Taiwan Province of China reached 4029 tons, a year-on-year increase of 79.7%. In Taiwan, only one polysilicon enterprise with a capacity of about 5,000 tons is put into production, and the capacity utilization rate is insufficient. Therefore, most of the polysilicon imported from Taiwan is transit trade. (Source: General Administration of Customs CPIA2014.6)

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