Polysilicon prices are now trending “significantly lower” after months of high prices. PV InfoLink says this is the first decline in polysilicon inventory in two years. In October, PV InfoLink predicted polysilicon prices would drop from around CNY 300/kg ($41.85), excluding VAT), then to below CNY 150/kg by the end of 2023.

Several leading PV companies have already made new moves:
- Longi said this week that it has lowered its wafer prices. P-type M6 products (166 mm, 223 mm) now at CNY 6.24 each, down 1.4%. P-type M10 (182 mm, 247 mm) now at CNY 7.42 each, down 1.6%.
- JA Solar has announced plans to build a new 10GW plant. It said its panel capacity will reach 50 GW by the end of this year and 75 GW by the end of 2023.
- JG Solar said this week that it is testing n-type wafers with thicknesses of 130 microns and 120 microns for its heterojunction solar cell production line.
- Solarspace has inaugurated the first phase of its 16GW n-type TOPCon solar cell plant in Chuzhou, Anhui province. It will make cells based on 182 mm and 210 mm wafers from the beginning of 2023.
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