News on Xinjiang Uygur Autonomous Region

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

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang, with electricity grid operated by the Xinjiang Production and Construction Corps (XPCC), a promoter of forced labor

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The western solar industry will likely be able to cut its ties to forced labor at polysilicon and wafer producers in Xinjiang. But establishing an alternative, complete supply chain is a monumental task.

Polysilicon plant of Xinte Energy in Urumqi, Xinjiang region, China

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Xinjiang-based polysilicon manufacturer Xinte Energy has announced plans to build a 200,000-ton plant in Baotou, Inner Mongolia, with construction of the first 100,000-ton phase starting in 2021.

Polysilicon sales contracts of Xinte Energy from 2021 through 2025

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China-based polysilicon manufacturer Xinte Energy has to increase its production capacity by 2023 in order to fulfill its three new five-year sales contracts with JA Solar, Longi and Wuxi Shangji.

Xinte Energy’s polysilicon plant in Urumqi, Xinjiang region, China

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JA Solar, the world’s second-largest solar panel producer, has secured the supply of 97,200 tons of polysilicon from Xinjiang-based manufacturer Xinte Energy for a period of more than five years.

Factory entrance of Wuxi Shangji Automation and polysilicon sales contract s of Daqo New Energy

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Daqo New Energy, one of the Big Five in China’s polysilicon industry, has signed a supply contract with Wuxi Shangji Automation, an ambitious newcomer in the production of monocrystalline solar wafers.

Distillation columns of GCL-Poly’s polysilicon plant in Xinjiang

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Chlorosilanes expert Alan Crawford argues for concerted action after four similar incidents have occurred at the Chinese polysilicon plants of Daqo, GCL-Poly, East Hope and Tongwei.

GCL-Poly’s polysilicon plant in Xinjiang

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Within just three weeks, two Chinese polysilicon manufacturers have experienced accidents at their factories. The Chinese polysilicon industry should learn its lesson from the fire at Daqo and the explosions at GCL.

Daqo New Energy’s polysilicon plant in Shihezi, Xinjiang Uygur Autonomous Region, China

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Daqo New Energy (NYSE: DQ) is planning to float its China-based polysilicon subsidiary on the Science and Technology Innovation Board of the Shanghai Stock Exchange “within the next two years.”

Polysilicon EBITDA margins of Daqo, OCI, REC Silicon and Wacker from Q1 2019 through Q1 2020

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Defying Covid-19-related constraints, China-based polysilicon manufacturer Daqo New Energy achieved a record output of 19,777 tons and reduced its cash production costs to $5/kg in the first quarter.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2018 through Q4 2019

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After doubling its production capacity, China-based polysilicon manufacturer Daqo has reached record-low manufacturing costs (including depreciation) of $6.38/kg and cash production costs of $5.47/kg.