According to the data released by China Customs, China in January 2010 to October total imports of 35745 tons of polysilicon, of which imports in the first half of 18,000 tons. Is expected to import more than 22,000 tons of polysilicon in the second half.

Investment adviser in the new energy industry researcher Xiao letter said that China's polysilicon imports in the second half of this year far more than the first half, with the global PV market development trend is closely related. The fourth quarter of 2009, with the global economy is picking up, the PV market also showed a recovery trend. To the second half of 2010, as the world's largest PV market in Germany to reduce subsidies for photovoltaic power generation, which triggered the "grab installation" effect to further promote the development of the global PV market. With the growing trend of the PV market is becoming increasingly strong, China's photovoltaic enterprises demand for polysilicon gradually increased.

Xiao letter pointed out that due to China still has a huge demand for polysilicon and domestic polysilicon manufacturers supply capacity is limited, China will continue to face the situation of supply of polysilicon. At present, the domestic photovoltaic cell components business orders received a larger, 2011 production schedule was full. In view of the high barriers to polysilicon investment and production cycle longer, these PV companies will choose to buy polysilicon from the outside, thereby increasing the domestic demand for polysilicon. It is noteworthy that, in the domestic polysilicon manufacturers, only Jiangsu and LDK LDK has a strong supply capacity of polysilicon, and the two production of polysilicon for internal use. Therefore, China's polysilicon manufacturers are difficult for domestic PV companies to provide adequate polysilicon.

China Investment Demand Analysis and Forecast Report of China's Polysilicon Industry in 2010-2015 show that China's demand for polysilicon is about 40,000 tons in 2009, when the output is 20230 tons, about 32,000 tons of polysilicon is required. The gap is 50%. China's polysilicon demand gap is expected to further increase in 2010. Although China's polysilicon manufacturers many, but most of the smaller production capacity. China is expected in 2011, China's domestic supply of polysilicon is difficult to change the situation.

Investment adviser research director Zhang Yan Lin pointed out that in 2011 China's polysilicon supply situation is difficult to ease, will lead to domestic polysilicon prices remain high. It is expected that the price of polysilicon on the domestic spot market will remain at RMB 700,000 / ton to RMB90,000 / tonne next year. For Chinese PV companies, can now find a stable source of cheap silicon material, will largely determine whether there is a good performance next year.