In November, the import of polysilicon from the United States surged 200%, and the total import volume exceeded 10,000 tons.

At the same time that the United States has a super-high tax rate of 76.5-203.76% on China's secondary PV “double-reverse” final cut, in November US polysilicon used China's processing trade policy to export China's doubled growth. According to customs statistics, China's polysilicon imports reached a record high in November 2014. The monthly import volume reached 11,729 tons, an increase of 45.3% from the previous month and a substantial increase of 48.2% year-on-year. From January to November, the cumulative import was 92,992 tons, an increase of 29% over the same period of the previous year. It is expected that the annual import of polysilicon will exceed 100,000 tons, an increase of 23% over the highest year.

The Nonferrous Association Silicon Industry Branch believes that there are three main reasons for China’s repeated importation of high-density “double-reverse” rulings in the United States, South Korea and Europe: First, the import trade to avoid “double-reverse” loopholes in processing trade, November The amount of imported polysilicon through processing trade is 7,871 tons, accounting for 67.1%! Among them, the United States imported 3,614 tons by processing trade, accounting for 91% of the total imports from the United States in the month. The rest imported from the general trade channels are semiconductor polysilicon that is not affected by "double opposition". Second, the Korean company only ruled down the anti-dumping tax rate as low as 2.4%, which encouraged the Korean polysilicon enterprises to continue to expand and increase the impact on the Chinese market. Customs statistics imported 4017 tons of polysilicon from South Korea in November, accounting for 34.2% of the total imports. %, ranking first in the import volume in July. Third, after the announcement of the No. 58 announcement of “suspension of polysilicon processing trade approval”, during the half-month period between the implementation and the implementation date, all localities approved a new total of more than 100,000 tons of polysilicon through processing trade, especially the United States. A company and domestic companies signed a trade contract for more than 30,000 tons of polysilicon processing. The processing trade orders signed with the United States on August 14-31 were particularly evident in November.

The introduction of this document has caused the US polysilicon enterprises, which had a relatively high tax rate, to take advantage of the new year’s sales plan, which has led to a surge in imports of polysilicon from the United States in November 2014 to 3,976 tons, a quarter-on-quarter increase of 200. %, the unit price of imports fell to 15.97 US dollars / kg, a decrease of 18.0%.

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