
More recent developments

Polysilicon giants mull fund to buy out weaker rivals and end overcapacity
After two years of brutal overcapacity and plummeting prices, an OPEC-style cartel might be about to bring balance to the polysilicon industry. China’s leading solar-grade polysilicon manufacturers have reportedly resumed talks to form a consortium aimed at acquiring excess capacity… Read More »

Rumors mount over massive real estate stimulus
Take this with a mountain of salt. On Thursday, Chinese property stocks surged on rumors that a high-level government meeting on real estate support – possibly chaired by Xi Jinping – is set for next week. The biggest buzz came… Read More »

State pension growth to fall for fifth consecutive year
Beijing is increasing the state pension by a miserable 2% this year. The Ministry of Human Resources and Social Security (MoHRSS) made the announcement on Thursday. Some context: Between 2018 and 2020 pension payouts grew by a cool 5% per… Read More »