China Polysilicon Industry on a Brink China has become the world’s greatest solar manufacturer in just 4 years as its state backed companies invested billions of dollars into the business. The country’s low cost labor and capital quickly became the world’s biggest by massively driving down costs of making solar wafers, cell and panels. Most […]

Polysilicon Prices The prices of polysilicon have gone up a bit in the last few months as poly producers have sharply reduced utilization to 50% or lower. With prices at $15/kg and costs of $30/kg, many of the smaller poly producers have just shut shop and left the industry. However the bigger players which account […]

Note HK listed Chinese solar firms like GCL and Comtec solar have performed much better than their NY listed Chinese peers.The HK market has also outperformed the US markets which are presently suffering from Double Dip Scares.If Trony manages to list successfully in Hong Kong it will give an impetus for other Chinese Green Companies like Daqo and others to list in HK as well.With continued apathy towards Chinese solar stocks,it is not inconceivable that you might see NY listed firms apply for a dual listing in HK as well.