In the past two days, the news of the establishment of the Silicon Material Integration Platform Company made 1.
With the disclosure of industrial and commercial information of Beijing Guanghe Qiancheng Science and Technology Co., Ltd. Financiers are also publicly available (click on Some insiders told the media that Guanghe Qiancheng will focus on the integration and acquisition of polysilicon production capacity after its establishment.
Daquan Energy staff said that the establishment of Guanghe Qiancheng is one of the paths of photovoltaic anti-involution, and the purpose of the company's establishment is to explore potential strategic cooperation opportunities, including technology upgrading, market expansion, cost optimization and so on. The staff
of Tongwei Securities Department disclosed that the related matters of capacity integration are still under evaluation and no substantive conclusion has been reached.
https://img7.ccement.com/news/2512/richtext/img/69394344c1c269898182. for this, Digital new energy DataBM.
An industry insider engaged in the silicon wafer sector said that if the price of silicon materials rises, there will be a certain transmission to the downstream sector. When the anti-involution line reaches this stage, each link will also have corresponding measures. Everyone's goal is that the industry can slowly move towards a balanced state .
Another person in charge of component work said that if the price of silicon materials rises in the future, the price of components may follow, but only to cover the scope of cost increases. Another
industry insider believes that the main thing is to wait and see the follow-up market demand and policy guidance . If the demand is still weak, the price of silicon materials will be difficult to transmit to the ground .
Earlier in June, Gao Jifan of Trina Solar revealed in his speech at the SNEC conference that the crystal pulling slices and battery components in the middle and lower reaches will also be greatly integrated. And he said: "This integration is not a simple small integration.." There has also been news
in the industry that other links intend to establish a consortium with reference to the silicon link.
In this regard, digital new energy DataBM. For the clearance of battery components, it believes that it is still necessary to force the withdrawal of low-quality and low-efficiency products through the constraints of efficiency, energy efficiency and quality.
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