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保利协鑫(3800.HK):颗粒硅,硅料的未来

Poly GCL (3800.HK): Granular silicon, the future of silicon

格隆滙 ·  Jan 26, 2021 01:11
1month14Nippon Poly GCL Energy (HK:03800) issued an announcement stating that the company uses per share1.08Hong Kong dollar placement39100 million new shares, the placement price is higher than the closing price of the previous trading day1.23HKD concessions12.2%, the placed shares account for about the company's expanded share capital15.57%. The placement is expected to raise capital42.12HK$100 million to expand production for granular silicon projects.

Poly GCL Energy is expected to reach2020At the end of the year, Silane fluidized bed method(FBR)The effective production capacity of granular silicon will be from now6000Tons raised to10000tons.

20year9Over the past month, GCL Poly has begun construction of a number of granular silicon projects. First, at9month8On the same day, Jiangsu Zhongneng, a subsidiary of the company, plans production capacity1010,000 tons, first phase5.4Construction and expansion of the 10,000 ton granular silicon project has officially started, and the project is also the largest single granular silicon project in the world. The first stage is2021year6Monthly production capacity expanded to310,000 tons, the second stage is up to2021Annual production capacity expanded to at the end of the year5.4Ten thousand tons.

 

Introduction to granular silicon: granular polycrystalline silicon produced by the silane method

The production technology for polysilicon is mainly an improved Siemens method and silane method. The Siemens method uses gas phase deposition to produce columnar polysilicon. The silane method is to pass silane into a fluidized bed with polycrystalline silicon crystals as fluidized particles, then the silane is cracked and deposited on the crystal type to obtain granular polysilicon.

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Currently, the vast majority of manufacturers in the world use the improved Siemens method to produce polysilicon. The improved Siemens method for producing polysilicon is currently the most mature, most widely used, and fastest expanding technology.

2017In the year, Poly GCL1.5A billion dollar all-cash acquisitionSunEdison, GCL Poly will acquire electron-grade silane fluidized bed granular silicon technology and assets, the fifth generationCCZContinuously pull monocrystalline technology and assets, including related equipment and intellectual property rights, etc.

2019In the year, GCL-Poly achieved localization of key equipment and replacement of key materials, and was the editor-in-chief of the national standard for granulated silicon in China to achieveFBRThe long-term operation and quality breakthroughs of the device fully meet the needs of monocrystalline silicon materials in the mainstream market.

 

Advantages of granular silicon:

Lower cost: fluidized bed process reaction temperature is lower

The principle of improving the Siemens process for polycrystalline silicon production using the Siemens method is1100℃High purity hydrogen is used to reduce high-purity hydrogen trichloride silicon on the left and right high-purity silicon cores to form polycrystalline silicon and deposit it on the silicon core. What is the reaction temperature of fluidized bed technology730℃left and right.

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Lower costs: less depreciation, lower power consumption

Compared to traditional craftsmanship,FBRNot only is the production technology process shorter and there are fewer post-processing steps, but it will also reduce the investment intensity30%, production electricity consumption reduced by about65%, the demand for project personnel has decreased30%. Currently, Daxin Energy is being invested10100 million yuan/At 10,000 tons, the investment intensity is relatively high, and depreciation accounts for a high proportion. With big new energy2020yearQ3For example, what is the share of depreciation costs of polysilicon16%.

 

Quality standards: Meet electronic grade standards and meet photovoltaic grade requirements

USAMEMCGranular silicon can meet electronic standards and is used in the production of single crystals for semiconductors.

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Better performance: the best choice for continuous single crystal feeding

The easy fluidity of granules brings added value to straight-drawn monocrystals:

1, the crushing process has been reduced, the bulk silicon needs to be crushed, and the cost of crushing1-3yuan/kilogram;

2, the impact loss on the inner wall of the quartz feeder is low, and the service life of the quartz cylinder is extended;

3, granular silicon has good fillability, and the filling drum can be filled in multiple ways15-20%Granular silicon avoids the problem of large blocks of material blockage;

4It can be combined with automatic feeding to the feeder cylinder, and an external reinjection device can also be used to save manpower and feeding time.

 

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Better performance: granular silicon can satisfyCCZStraight-pull monocrystals

The straight-drawing single crystal process is divided intoRCZ(multiple times of stretching) andCCZ(Continuous straight pull).CCZThe method can be completed within the life cycle allowed by the crucible8-10The root is drawn with a crystal rod, andRCZCurrently only possible to complete4-5Genra system.

What is mobile automatic reinvestment technologyCCZversusRCZThe core difference, currentlyFBRHigh-quality granular silicon products produced by (silane fluidized bed method) can be used asCCZThe best material.

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