Følgende utdrag fra Taiyang News i dag

Chinese polysilicon company manufacturer Tongwei is adding to its polysilicon production capacity an additional 40,000 metric tons (MT) in Baoshan city of Yunan province in China. The company plans to invest RMB 4 billion ($565 million) on its construction.
Work on the project is planned to begin in H1/2020 and achieve completion by the end of November 2021, reported local Chinese media. The management estimates this capacity, once up and running, will generate around RMB 3 billion ($424 million) in operating income per year. It says 90% of the plant production is expected to be suitable for monocrystalline material.
The company believes this expansion will help it further expand the scale of its production capacity and further improve production processes.

Operating Income (driftsoverskudd) på § 424 million på 40000 metric tons gir et driftsoverskudd på § 10,6/kg. Kan se ut som Tongwei venter sterk stigning i prisene.
Redigert 24.03.2020 kl 02:43 Du må logge inn for å svare

Dette er veldig bull. Msn investerer ikke i slik størrelsesorden uten grunnlag.
24.03.2020 kl 12:48 494

Det er spesielt hvor billig utbygging er for Tongvei. Joint venture Tian Rec kostet 10 mrd nok for kap tilsvarende 18 metriske tonn.