Polysilicon capacity is unable to catch up with rapid capacity expansion in the mid and downstream segments, writes Corrine Lin, chief analyst for PV InfoLink. New polysilicon capacity requires big capex investment and a lead time of more than two years to complete construction and reach full operation. With unbalanced capacity between the upstream and downstream segments, polysilicon prices have been rising since the second half of 2020, with prices for mono-grade polysilicon surpassing CNY 200/kg ($27.40) in June 2021, up more than 250% year on year.
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