Is the 50,000-ton polysilicon project of GCL Group in Datong still in progress?
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Is the 50,000-ton polysilicon project of GCL Group in Datong still in progress?
Experts, does it still be carried out these days? Reveal, reveal. . . . . .
This must be carried out. Strategically significant
Is there no information from insiders?
Yes, please share any news you have. Hehehe, of course I hope it goes well
Prices in the polysilicon industry are falling again; it’s terrible. It seems that only through technological breakthroughs, reducing costs to below 150,000, will spring arrive!
That makes sense. However, Zhongneng no longer has a cost advantage in producing polysilicon in Jiangsu; the costs cannot be reduced using current cold hydrogenation technologies, and the cost of coal for electricity generation also remains high and cannot be lowered. Only by entering Datong might it be possible to truly address these cost issues, as there cheap coal available there, allowing for electricity production, just like in Xinjiang with TBEA. . . . . You can make money with optoelectronics. By generating electricity from cheap coal, the cost of producing polysilicon using that electricity surely has an advantage.
This is simply transferring the profits from coal to polysilicon; perhaps it’s even more profitable to sell coal directly
Selling coal directly means operating low-level coal mines, which does not conform to the development plans for the 12th Five-Year Plan.........................................................................................................
With coal and electricity available, the costs are advantageous; using the production lines that have been phased out gives an advantage even compared to the electricity prices in Xuzhou.