Tongwei's response to the progress of polycrystalline silicon integration: Internal competition is still the main contradiction, it is difficult to form a monopoly.

date
17/11/2025
On November 17, Liu Hanyuan, Chairman of the Board of Directors of Tongwei Group, responded to the "progress of polysilicon integration" in an interview with The Paper, saying that for decades, the oil-exporting countries have successfully coordinated the production of oil and oil prices. China's polysilicon production capacity accounts for 95% of the world's total, with 80%-85% of production capacity concentrated in more than 5 leading enterprises. He believes that consensus can be reached, "just like the main valve of a water plant, controlling the total flow, can form a balance of supply and demand and reasonable prices, promoting healthy development of the entire industry." He emphasized that in the current and future periods, duplicating or excessively duplicating internal friction remains the main contradiction that the industry must solve for high-quality development, and it is difficult to form a monopoly. "Using mature anti-monopoly methods to prevent duplication, there may be contradictions."