Chinese PV Industry Brief: It’s boom time for solar in the world’s PV capital
Big numbers from polysilicon and cell maker Tongwei and the latest government statistics indicate the nation is in the midst of a flood of solar capacity additions at the moment.
Chinese Industry Brief: Risen plans RMB44.65 billion for solar expansion along supply chain
Furthermore, speaking about its joint venture with Trina Solar for the development of 15GW of ingot manufacturing and 15GW of wafer cutting projects, Tongwei said all work will be finished and put into production in H1 2022. PV prices are also seeing declines along the solar supply chain.
Jinko and Tongwei strengthen supply chain tie-up
The former has committed to invest more than $70 million into a 100,000-ton polysilicon production line in Leshan that will then supply it with 30,000 tons of its output annually.
China PV Industry Brief: 100 GW of solar for desert areas, new polysilicon production
China’s president has detailed plans to accelerate the planning and construction of large-scale wind and PV projects in desert areas, while Wuxi Shanghai announced new granular silicon and nano-silicon production capacity expansions.
The Chinese PV Industry Brief: Tongwei raises solar cell prices
Canadian Solar also reports solid Q2 results, with PV shipments reaching 3.7 GW and revenue totaling US$1.43 billion.
Chinese PV Industry Brief: Longi leapfrogs Jinko for first-half module shipments
There is also news of a 1.1 GW central inverter procurement contract, a pending IPO for solar cell player Runergy, and a $700 million-plus solar glass supply contract.
Tongwei became the largest polysilicon producer in 2020
A new report from Bernreuter Research reveals that Wacker Chemie lost its top spot in the 2020 global polysilicon rankings. It was also the only western company among the “Big Six” that are expected to form a new polysilicon super league in the PV industry. Overall, these six reached a total polysilicon capacity of 470,000 MT last year.
Chinese PV Industry Brief: Polysilicon prices keep rising
This week, the price of polysilicon reached RMB 124 ($18.9)/kg. All major categories of polysilicon products have seen their price increase by around 45% so far this year. Meanwhile, Tongwei has lowered the prices of its solar cells for April.
Tongwei and Jinko plan more wafer and poly production
The two solar companies have signed a strategic agreement to jointly finance new manufacturing facilities, Tongwei announced this morning.
Chinese polysilicon makers driving industry’s second great consolidation
The 275,000 metric tons of annual polysilicon production facilities pushed out of the industry by the expansion of big Chinese producers is more than double the capacity lost in the last great poly market shake-out, between 2010 and 2013.
