Major ‘Solar Module Super League’ (SMSL) member JinkoSolar has extended its supply chain cooperation with major polysilicon and merchant solar cell manufacturer Tongwei Group, with Tongwei gaining extra gigawatts of mono wafers from JinkoSolar.
Large-wafer size producer Tianjin Zhonghuan Semiconductor (TZS) is to build a new 50GW 210mm (G12) mono-wafer manufacturing hub in Ningxia Hui Autonomous Region at a cost of around RMB12 Billion (US$1.86 billion).
The solar industry's two largest enterprises, GCL and LONGi have signed a major polysilicon supply deal, the first time the rivals have entered into a major business deal together.
Major China-based polysilicon producer Daqo New Energy has forecasted to reach its highest production and sales levels in reporting fourth quarter and full year results.
The China-based PV manufacturing industry has been in a massive capacity expansion phase since 2019. This intensified in the first quarter of 2020 but had eased off through the year, but the cumulative figures are jaw dropping, which has led to real fears of overcapacity in 2021.
China-based polysilicon producer, Daqo New Energy Corp has secured near-term polysilicon supply deals with SMSL (Solar Module Super League) member, JA Solar and an unidentified existing customer that means it is sold out until a new polysilicon plant is built and operational sometime in 2022.
Leading monocrystalline wafer producer, LONGi Green Energy (LONGi Group) has secured a minimum 270,000MT of polysilicon supply from Xinte Energy over a five-year period.
