News on Tongwei

News on suppliers, market trends and technology innovations in polysilicon and wafer production is selected, assessed and written for you by Bernreuter Research.

Qinghai Lihao Qingneng Co., Ltd., polysilicon plant, main building, Nanchuan Industrial Park, Xining Economic and Technological Development Zone, Qinghai Province, China

Tongwei’s acquisition of Lihao promotes a polysilicon oligopoly

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The plan of polysilicon market leader Tongwei to acquire Qinghai Lihao, the fifth largest manufacturer, has advantages for both parties; however, it weakens the foundations for a perfect market.

Polysilicon plant of Xinjiang Central Hoshine Silicon in the Ganquanbao Economic and Technological Development Zone of Urumqi, the capital of the Xinjiang Uyghur autonomous region

Polysilicon capacity acquisition: The Emperor’s New Clothes

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The planned fund of major Chinese polysilicon manufacturers to buy up excess production capacity is counterproductive, unnecessary and not viable. A critical analysis by a Chinese author.

The ten most popular posts from Bernreuter Research on LinkedIn in 2024

The top 10 posts from Bernreuter Research on LinkedIn in 2024

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The news about the severe accident that occurred at OCI Malaysia’s polysilicon plant last August is the number one among the top ten posts from Bernreuter Research on LinkedIn in 2024.

 

Key performance indicators of Tongwei, GCL Technology, Daqo New Energy and Xinte Energy in the first half of 2024

Top four polysilicon makers incur net losses in first half of 2024

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The polysilicon price crash in China left its mark on the earnings of the world’s four largest polysilicon manufacturers Tongwei, GCL Technology, Daqo New Energy and Xinte Energy in the first half of 2024.

The ten most popular posts from Bernreuter Research on LinkedIn in 2023

The top 10 posts from Bernreuter Research on LinkedIn in 2023

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The announcement of its new market report, The Polysilicon Market Outlook 2027, is the most popular among the top ten posts from Bernreuter Research on LinkedIn in 2023.

Workers crush silicon metal in the Jingang Circular Economy Industrial Park in Yili prefecture, Xinjiang. China

New report: These solar modules are tainted by forced labor

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The top Chinese solar module producers have created separate supply chains to comply with the U.S. ban on products from Xinjiang. This strategy, however, is gappy, a new research report reveals.

The ten most popular posts from Bernreuter Research on LinkedIn in 2022

The top 10 posts from Bernreuter Research on LinkedIn in 2022

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An accident at East Hope’s polysilicon plant in Xinjiang in northwestern China and the drop of the spot price at the end of the year were the most popular topics from Bernreuter Research on LinkedIn in 2022.

Curve of the polysilicon spot price in 2021

First rays of light at the end of the polysilicon high-price tunnel

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After a massive price surge during 2021, signs are piling up that the polysilicon price is about to come down from its high level of US$36/kg. But a new price increase could follow in 2022.

New polysilicon production capacities (in metric tons) in 2022

New polysilicon entrants in China: Nothing learnt from the past

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The current polysilicon shortage has triggered so many new Chinese projects with a total capacity of more than one million tons that the industry will again face oversupply in the coming years.

A couple recruited through a labor transfer program is sitting in a bunk room at a facility of Hoshine Silicon Industry Co., Ltd.

What the U.S. ban on Hoshine Silicon means for the PV industry

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The Withhold Release Order of the U.S. customs against Xinjiang-based silicon metal producer Hoshine puts pressure on polysilicon manufacturers as most of them are sourcing from Hoshine.

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