China Solar Industry_China solar biweekly—monthly production to continue to fall in December
China Securities·2024-12-10 02:48
ab 6 December 2024 Global Research China Solar Industry China solar biweekly—monthly production to continue to fall in December Polysilicon production could fall 21% MoM in December According to PV InfoLink, mono-grade polysilicon prices for the week starting 2 December declined 1.3% WoW to Rmb39/kg. Based on continued cuts in utilisation rates, Silicon China expects polysilicon production to decrease 21% MoM to 105kt (44GW) in December. However, we estimate this would be higher than wafer demand of 40GW. W ...