Let's take a look at the world's top 10 silicon material companies in 2020. In 2020, seven of the world's top 10 silicon companies are Chinese companies.
< br >
The first is Tongwei, to be precise, Tongwei's Yongxiang shares, Tongwei Group has two major businesses, agriculture and new energy. Yongxiang shares have three high-purity crystalline silicon production bases in Leshan, Sichuan, Baotou, Inner Mongolia and Baoshan, Yunnan, the main solar grade high-purity silicon, electronic grade has also broken through, and the output is increasing, after all, the profit of electronic grade is higher.
< br >
Second place, Wacker, fell from first place in 2019 to second place in 2020. The company is headquartered in Germany, the United States has a branch plant, is the world's largest electronic grade silicon material manufacturer. Solar level silicon material is PK, but Chinese companies have given up this business, is expected to fall out of the top 3 in 2021, 2022 will fall out of the top five, the prospect is not very promising. The largest market for solar and electronic grade silicon in China is not in Germany, and Chinese companies have broken through, and it is only a matter of time.
< br >
Third place goes to Big New Energy. Xinjiang is the main base of big new energy Ah, the main customers are Longi shares, JinkoSolar, Shanghai CNC, JA Technology, Trina Solar, Central shares, Sunshine Energy, Huantai Group, Gaojing Solar Energy, Beijing Yuntong and so on, and now the orders are not done, solar and electronic grade silicon materials have been shipped in bulk, but also in crazy production expansion. It should be a high probability event to enter the top 2 in the world in 2021.
< br >
Fourth, GCL-Poly. This company in the first two years but China's polycrystalline king ah, solar and electronic grade silicon materials have been shipped in bulk, but also in the crazy expansion of production, from its body to see this industry is still a lot of opportunities.
< br >
Fifth, Xinte Energy, headquartered in Xinjiang, is a holding subsidiary of TbeA Electric, solar and electronic grade silicon materials are also shipped in bulk, strength is also super, it is said that its polycrystalline material production capacity second in China.
< br >
Sixth, Xinjiang East hopes for new energy. This is definitely a strong dark horse in the polysilicon industry, the East hopes that everyone knows, this can make money in a Red Sea market, and can do into the world's top 500 companies, even power plants can build their own, solar and electronic grade silicon materials have, light 2021 electronic grade silicon material invested 30 billion, just waiting to magnify it.
< br >
Seventh place, OCI. There are factories in South Korea and Malaysia, and South Korea no longer produces solar-grade silicon, which is estimated to fall out of the top 10 in 2021. Who told the Chinese enterprises to shut down.
< br >
Eighth, Asian silicon industry, headquartered in Xining City, Qinghai Province. Solar and electronic grade silicon materials are available, the largest customer is Longji, also in large-scale expansion, and recently cooperated with the \"photovoltaic godfather\" Shi Zhengrong.
< br >
Ninth place, American Hemlock. No. 10, Inner Mongolia Dongli photovoltaic Electronics.
< br >
In summary, in view of China's polysilicon material enterprises in recent years, the amount of capital investment, whether it is solar and electronic grade silicon material, a few years later, China's global proportion is very high, the proportion of solar energy is estimated to exceed 90%, electronic grade silicon material according to the global proportion behind China's chip, more than 60% should not be a problem. It is a high probability event that the top 10 global companies are all Chinese companies. It is hard for countries outside China not to rely on Chinese products, especially solar products. Canada, the United States and some other countries may maintain some capacity in order to be independent, but they are not competitive
Yongxiang shares full name: Sichuan Yongxiang Co., LTD. Tongwei Group and Sichuan Superstar Group invested and created a registered capital of 308 million yuan in 2002. In 2008, Tongwei Group's Tongwei shares successfully acquired 50% of Yongxiang's shares and became the largest shareholder. The company has three high purity crystalline silicon production bases in Leshan, Sichuan, Baotou, Inner Mongolia and Baoshan, Yunnan, mainly producing 155,000 tons of solar grade high purity silicon (annual output).