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Chinese polysilicon producers weigh price floor, output cuts amid oversupply
Eight leading Chinese polysilicon producers reportedly discussed a minimum price of CNY 43,000 ($6,324) per metric ton and further output cuts at a closed-door meeting in Hangzhou. The proposals come amid persistent oversupply, weak demand and regulatory scrutiny of industry coordination.
7 hours ago
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Global PV oversupply accelerates consolidation, regional price divergence
pv magazine spoke with Edurne Zoco, Head of Technologies and Supply Chains at S&P Global Energy, about global PV supply chain trends, persistent overcapacity and the impact of China’s new efficiency standards on solar manufacturing. She discussed module pricing, shifting trade policies and emerging risks and opportunities in the inverter and battery storage markets.
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Chinese PV Industry Brief: Tongwei clears antitrust hurdle for acquisition of polysilicon competitor Qinghai Lihao
In other news, Longi said its operating conditions are expected to improve after a CNY 3.68 billion ($542 million) first-half loss, while GCL SI and Ant Digital Technologies agreed to develop an AI-enabled carbon-management platform. JinkoSolar, meanwhile, proposed renaming its overseas parent Jinko Holdings Limited as it expands beyond solar manufacturing into strategic investments.
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