1. Trichlorosilicon raw materials are rising in price
The main raw materials are hydrogen chloride and silicon metal. The purchase price of silicon metal was relatively stable in the first half of the year, but it rose sharply in the second half of the year from August. (Metal silicon powder consumption is about 0.21-0.22 tons/ton, which is related to the yield of trichlorosilicon), and other costs are relatively stable.




2. High barriers to the production of trichlorosilicon industry, fewer manufacturers.
1. The raw materials of trichlorosilicon are silicon powder and hydrogen chloride. From the perspective of industry entry, entering the trichlorosilicon industry first needs a stable source of hydrogen chloride; 2. Trichlorosilicon, silicon tetrachloride and raw material hydrogen chloride are all dangerous chemicals, which require strict approval in terms of safety, environmental protection and fire protection to enter the industry. At the same time, the production and operation of dangerous chemicals also require very strong professional and production management experience; 3, from the technical level, the supply of silane coupling agent trichlorosilicon products are basically not too high industry barriers, but the supply of polysilicon, especially monocrystalline trichlorosilicon has strict quality requirements, with high industry barriers; 4. It takes a certain period for the project to start, which is basically about 2 years.