Views: 0 Author: Site Editor Publish Time: 2022-07-20 Origin: Site
1. Overview
Metal silicon, also known as crystalline silicon or industrial silicon, is mainly used as an additive for non-ferrous alloys. Silicon metal is a product smelted by quartz and coke in an electric heating furnace. The content of the main component silicon is about 98% (the silicon content of 99.99% is also included in the metal silicon), and the remaining impurities are iron, aluminum, calcium, etc. . The classification of metal silicon is usually classified according to the content of three main impurities of iron, aluminum and calcium contained in its composition. According to the content of iron, aluminum and calcium in metal silicon, metal silicon can be divided into 553, 441, 411, 421, 3303, 3305, 2202, 2502, 1501, 1101 and other different grades.
2. Industrial chain
The upstream of the industrial chain of the metal silicon industry is mainly raw materials and energy such as silica, petroleum coke, charcoal, graphite electrodes, and electricity; the midstream is the metal silicon industry; the downstream products are mainly organic silicon, polysilicon, silicon-aluminum alloy, silicon carbide, etc.
3. Global Status Quo
1). Output
During the period from 2016 to 2020, the global production of silicon metal showed a trend of rising first and then declining. During the period from 2016 to 2018, due to the rapid development of global solar photovoltaic, new energy vehicles, electronic information and other fields, the demand continued to increase, and the global silicon metal production was year by year. growth, reaching 3.52 million tons in 2018. In 2019, global industrial silicon production declined due to factors such as lower demand in downstream industries and lower silicon prices. Affected by the epidemic in 2020, production fell further to only 3.03 million tons.
2). Production distribution
The world's major producers of silicon metal are Brazil, Norway, the United States, France and other countries. Due to the advantages of resources, China has low-cost silicon metal, and the production of silicon metal is mainly concentrated in China. In 2020, China's silicon metal production will account for about 69.3% of the global production, ranking first; followed by Brazil and Norway, with a production proportion of 7.3% respectively. % and 6.6%.
3. Demand structure
At present, organosilicon, aluminum alloy and polysilicon are the main demand areas for global silicon metal, and the total demand for organosilicon, aluminum alloy and polysilicon will reach 97.1% in 2020. Among them, the demand for organic silicon is the highest, accounting for 41.8%; the second is aluminum alloy, accounting for 34.1%; the third is polysilicon, accounting for 21.2%.
4. Status Quo of China
1). Market size
In recent years, in order to achieve the goal of carbon neutrality and carbon peaking in my country, the transformation of renewable energy is imperative, which has also driven the market scale of bulk raw material silicon metal. According to data, the market size of my country's silicon metal industry in 2020 It was 22.6 billion yuan, a year-on-year increase of 11.9%.
2). Production and demand
Silicon metal is located at the top of the silicon-based new material industry chain, and is the core raw material for important sectors of the national economy such as photovoltaics, organic silicon, and alloys. With the continuous development of photovoltaic, new energy vehicles, and electronic information industries in recent years, the demand for silicon metal in my country has continued to increase, and the output has also continued to increase. According to statistics, my country's silicon metal production in 2021 will be 2.61 million tons, a year-on-year increase of 24.3%; consumption will be 1.86 million tons, a year-on-year increase of 13.4%.
3). Export situation
From the perspective of silicon metal exports, from 2017 to 2020, the export volume of my country's metal silicon has been declining. In 2020, due to the impact of the global epidemic, the global demand for metal silicon will shrink. In 2021, the global economy gradually recovered, and the demand for silicon metal industry grew rapidly. As the main producer and exporter of silicon metal in the world, my country's domestic productivity has recovered rapidly, while foreign productivity is limited, so that my country's overseas demand for silicon metal has increased rapidly. According to statistics, in 2021, my country's silicon metal export volume will be 777,800 tons, a year-on-year increase of 27.2%; the export value will be 2.336 billion yuan, a year-on-year increase of 99.6%.