polysilicon

Tongwei and Longi signed a long-term polysilicon order worth 39.1 billion yuan

published 2024 年 05 月 11 日 17:16

On the evening of May 10, Tongwei issued an announcement that the company's six subsidiaries recently signed high-purity polysilicon sales contracts with Longi and its nine subsidiaries. According to the contract, during the perio... more

Profits in PV upstream supply chain have risen in 2024 Q1 and are expected to continue in the next two quarters, but at a slower rate

published 2024 年 05 月 10 日 17:53

In 2023, the gross profit of the PV supply chain will be about 514 billion yuan, with a year-on-year growth rate of -8.23%. The calculation process includes industrial silicon, silicon materials, silicon wafers, cells, modules, in... more

Polysilicon Weekly Review: Irrational Decline in Prices and Intensified Expectations for Corporate Maintenance

published 2024 年 05 月 09 日 17:36

Polysilicon prices have been lowered again (including the two weeks before and after the holiday of International Workers' Day), with polysilicon prices declining before May Day and basically remaining stable after the holiday. Am... more

U.S. solar capacity Expansion Fierce, But Upstream Industry Layout Slightly Inadequate

published 2024 年 05 月 08 日 16:03

The Inflation Reduction Act (IRA), signed by President Biden in 2022, has significantly boosted the rise of the domestic photovoltaic (PV) manufacturing industry in the United States. Offering up to $369 billion in subsidies, the ... more

The 2008 Silicon Material Crash Led to the Bankruptcy of Photovoltaic Companies Like Suntech and LDK: Will History Repeat Itself?

published 2024 年 04 月 29 日 16:30

Historical Review: In the Photovoltaic Industry, Joy Comes with Material Price Increases, and Sorrow with Decreases. "The last silicon material bull market began in 2004 and ended in 2008, with the price of silicon material peakin... more

Crystalline Silicon Weekly Review: Prices have been reduced across the board, and differences between upstream and downstream have increased.

published 2024 年 04 月 11 日 16:59

Polysilicon prices fell across the board in this week. The transaction price range of n-type rod silicon was 55,000-60,000 yuan/ton, and the average transaction price was 58,600 yuan/ton, down 3.30% month-on-month. The transaction... more

Polysilicon Market Dynamics: Financial Performance, Strategic Innovation, and the Shift to n-Type Materials

published 2024 年 04 月 11 日 16:38

Industry Financial Overview and Challenges The recent financial reports from several leading companies in the photovoltaic (PV) industry, such as Daqo New Energy (688303.SH), GCL-Poly Energy (HK:03800), and Xinte Energy (HK:01799)... more

LONGi signed a contact to purchase 425,000 tons of granular silicon from GCL

published 2024 年 04 月 07 日 17:46

On April 3, GCL that Jiangsu Zhongneng Silicon Technology Development Company Limited, an indirect wholly-owned subsidiary of the Company, recently entered into a long-term purchase contract for the procurement of polycrystalline ... more

Global Distribution of Polysilicon Manufacturing

published 2024 年 04 月 07 日 17:21

In recent years, the polysilicon industry has witnessed rapid development. By the end of 2023, global effective polysilicon production capacity reached approximately 225.6 million tons, representing a year-on-year increase of 71.6... more

Dwindling Polysilicon Imports to China Reach Nadir Unseen Since 2011, Attributed to Protectionist Trade Policies Enacted by the United States

published 2024 年 03 月 14 日 15:14

Geopolitical Maneuvers in the Polysilicon Market: A precipitous decline has been observed in the influx of polysilicon to China, reaching its lowest point since the year 2011. This phenomenon can be attributed to a strategic shift... more

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