China's $7 billion consolidation plan may be reflected in prices in short time

China's reported $7 billion plan to cut polysilicon overcapacity could prompt wafer makers to stockpile lower-cost material and push prices higher, with cell and module suppliers more willing to accept increases, Xin You, senior market analyst at S&P Global, tells pv magazine. China's six largest polysilicon producers are reportedly developing a $7 billion plan to reduce oversupply and stabilize prices. If implemented, the move could lift prices across the supply chain in a short period, according to Xin You, senior market analyst at S&P Global, who said current market trends of anti-involution ...

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