Core Viewpoint - The solar photovoltaic (PV) industry in China has made significant advancements in domestic production capabilities, transitioning from 100% reliance on imported equipment to complete domestic manufacturing within a decade [1] Group 1: Technological Advancements - The production equipment for solar cells has evolved to the point where there is no visible difference between domestic and imported equipment, indicating a high level of technological parity [1] - The purity of polysilicon produced by Tongwei has improved dramatically, achieving a purity level of 11 nines (99.999999999%) from an initial level of 2 nines (99%) [1] Group 2: Production Capacity and Cost Reduction - Tongwei's polysilicon production has scaled from 1,000 tons to nearly 1 million tons, showcasing substantial growth in production capacity over the years [1] - The cost of polysilicon has decreased from 1 million yuan per ton to 30,000 yuan per ton, representing a reduction to 3% of the original production cost [1]
通威刘汉元:原来进口设备和国产设备从外观就能区别,现在全部国产化