Rare Earth Warfare and Solar Energy, Sliced ​​Silicon Carbide Controlled China
The rare earth war may also affect the solar industry. The silicon carbide Silicon Carbide required for solar silicon wafer slicing is controlled by China. The industry estimates that if China controls this rare earth, the global slicing industry will not survive. In addition to Green Energy (3519) moved the slicing business to Shandong to develop, Green Energy and China-US Crystal (5483) also actively evaluated the possibility of introducing diamond cutting, addressing the potential risks of official control of silicon carbide, and also because of diamond cutting. The new technology will bring about an update on the equipment, so Zhongmeijing will stop watching and expand the production strategy to observe the maturity of diamond cutting technology.
On the afternoon of the 15th, Green Energy held a rare public corporation briefing after the listing. In addition to the doubts about the loss of CB financial evaluation, it will also explain the future prospects.
In order to solve the controlled limitation of silicon carbide, China's silicon wafer manufacturers Zhongmeijing and Green Energy are actively evaluating the development of diamond cutting. Green Energy said that the company has gradually introduced the diamond line opening optimization process, while Zhongmeijing passed. In the past year, the view on expansion has been conservative. It emphasizes that this year's solar silicon wafers will be expanded to 800MW. After that, they will stop watching. In addition to observing the market conditions and changes in demand, they will not expand their production. After the popularity of diamond cutting technology, the current equipment is outdated and uncompetitive, and it is also one of the reasons for Sino-US crystal to expand production. Danone (3686) also said that it is evaluating the feasibility of diamond cutting.
In the past, when the development of thin-film solar energy was good, the silanane required for the production of thin films was once out of stock. At present, the supply of silicon carbide is also controlled in China. In addition, the solar supply chain is inevitably subject to political factors and influence. The comprehensive is the international exchange rate war, and in early September, the United States announced
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