China's first polysilicon consolidation steps unlikely to move prices in Q1

China's largest polysilicon producers have launched initial steps toward consolidation to curb overcapacity, but OPIS analyst Summer Zhang tells pv magazine that unresolved funding, capacity cuts and governance issues mean prices are likely to see only modest support in the near term without sustained capital injections and stronger downstream demand. China's largest polysilicon producers have begun early-stage coordination aimed at curbing overcapacity, but analysts say the measures are unlikely to materially affect prices in the first quarter of 2026, as key elements of the plan remain undefined. ...

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