On July 2, it was reported that Musk was going to make silicon materials and had finalized a contract of 400000 tons of polysilicon to Japanese-funded Shanghai Sensong Chemical Equipment Co., Ltd. Xi'an Hualu (Hualu Engineering Technology Co., Ltd.), a Chinese company, is responsible for the design.
Up to the date of publication, the above information has not been officially confirmed.
Earlier, in April, South Korean media reported that SpaceX was negotiating a polysilicon contract with TerraSus, a Malaysian company of OCI Holding, a leading Korean polysilicon company, to support photovoltaic power supply for Space X data centers and satellites. The contract period is expected to be 3-5 years , with a scale of about 1 trillion won (about 4.62 billion yuan, 1 yuan ≈ 216.31 won).
However, regardless of whether the above rumors are true or not, it is certain that Musk is accelerating his ambition to land his 200 GW photovoltaic empire. In January
this year, Musk announced that his SpaceX and Tesla would build 100g W photovoltaic capacity in the United States to serve space photovoltaic and ground photovoltaic.
In order to achieve the above photovoltaic capacity target, Musk's two companies are also busy preparing. First Tesla restarted the Buffalo component factory in the United States, and then openly recruited solar manufacturing and development engineers. SpaceX, which has always said it would not go public, also went public on Nasdaq this year to raise $75 billion, and disclosed in its IPO documents that it would build a photovoltaic manufacturing plant in Bastrop.
In late May this year, Tesla and SpaceX were exposed to build photovoltaic manufacturing plants in Texas, USA. Among them, Tesla is building an integrated factory from silicon ingot-silicon wafer-battery-module in Brookhill near Houston; SpaceX is building a photovoltaic cell manufacturing plant with an annual capacity of 10g W near Austin.
SpaceX10GW Battery Factory Design Source: Bloomberg
According to the above information, Musk may want to control the whole industry chain of photovoltaic manufacturing. It is not difficult to understand that mastering the production of the whole industry chain can not only control the manufacturing cost, but also ensure the safety of its supply chain.
Taking advantage of China's photovoltaic industry
, we are not too surprised that Musk is going to make silicon materials. What really attracts people's attention is that two Chinese companies are providing equipment and design for Musk in this news. (Although Shanghai Morimatsu Chemical Complete Equipment Co., Ltd. is a Japanese-funded enterprise, its place of registration is within the territory of China and is subject to the jurisdiction of Chinese law.)
Prior to this, Musk has purchased 20 billion yuan of production equipment from Chinese photovoltaic equipment companies.
As we all know, the global photovoltaic industry looks at China. The status and achievements of China's photovoltaic industry in the world today can not be replaced in the short term. Obviously, Musk also has a very clear understanding of this. Since the end of 2025, he has praised China's photovoltaic industry in various public occasions, and quietly developed his own photovoltaic business. According to media reports in March
this year, Tesla plans to purchase battery and module production equipment from Chinese photovoltaic equipment companies at a total price of $ 2.9 billion (about 20 billion yuan) and request delivery to Texas by autumn this year.
According to the response of a Chinese equipment company at that time, the news was true and the contract scale reached GW level. Taken together, Tesla's big purchases of equipment should be used in Houston's integrated factory.
Nowadays, the provision of silicon equipment is also relying on China's photovoltaic industry, which makes Chinese photovoltaic people worry about "lifting a rock to drop on their own feet".
Previously, the Digital New Energy DataBM. Com had analyzed that the current U.S. crackdown on China's photovoltaic industry, due to the changes in the Big American Act and the domestic environment of the United States, Chinese photovoltaic enterprises are strategically withdrawing from the U.S. market. This is undoubtedly a good opportunity for Musk to develop local photovoltaics.
If Musk's planned "photovoltaic empire" is successfully realized, Chinese photovoltaic companies will not only lose the US market. In the global market, China's photovoltaic industry is likely to have a strong rival.
More importantly, photovoltaic technology is not only a tool for energy transformation, but also a core strategic resource for the development of national strategic frontier science and technology industries such as artificial intelligence and commercial aerospace. Just as Musk entered the photovoltaic industry in a big way, it is also for the construction of its space computing power.
In the long run, selling equipment is only a one-shot deal, but the two core markets of energy and space in the future are the long-term strategic positions we must firmly grasp.
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