The rise of the photovoltaic industry not only drove the surge in demand for polysilicon, but also brought significant opportunities to the specialty graphite market. He Wen, the managing director of SGL Group China, the world's largest carbon graphite manufacturer, said in an interview with this reporter yesterday that it is expected that China's demand for specialty graphite will increase significantly in the future to match the fast-growing PV applications.
“After China’s policy decision on launching strategic emerging industries, relevant industries will increase investment, and production technologies of various countries will also be transferred to China. The demand of our customers is growing at the same time, and the company’s graphite products will also benefit from it.†He Wen Say.
He pointed out that the two major bottlenecks that originally hampered the development of the photovoltaic industry were polysilicon and special graphite. Nowadays, with the release of polysilicon production capacity, this bottleneck has been broken, but the gap of special graphite is still very large.
“In the past five years, the global production capacity of specialty graphite for electronic semiconductors and solar energy has increased from 25,000 tons to 50,000 tons. If every country can develop solar energy according to the planning goal, then this number is expected to be several years later. It has reached 70,000 or even 100,000 tons." He Wen said.
At present, carbon-related products such as graphite have been widely used in iron and steel smelting (scraping recycling), construction, new energy, transportation, lithium batteries, medical equipment and sporting goods. Domestic special graphite represents the listed company with Fangda carbon.
“After China’s policy decision on launching strategic emerging industries, relevant industries will increase investment, and production technologies of various countries will also be transferred to China. The demand of our customers is growing at the same time, and the company’s graphite products will also benefit from it.†He Wen Say.
He pointed out that the two major bottlenecks that originally hampered the development of the photovoltaic industry were polysilicon and special graphite. Nowadays, with the release of polysilicon production capacity, this bottleneck has been broken, but the gap of special graphite is still very large.
“In the past five years, the global production capacity of specialty graphite for electronic semiconductors and solar energy has increased from 25,000 tons to 50,000 tons. If every country can develop solar energy according to the planning goal, then this number is expected to be several years later. It has reached 70,000 or even 100,000 tons." He Wen said.
At present, carbon-related products such as graphite have been widely used in iron and steel smelting (scraping recycling), construction, new energy, transportation, lithium batteries, medical equipment and sporting goods. Domestic special graphite represents the listed company with Fangda carbon.
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