I capacity. and clients, seasonal think QX, also in the last some the stop they're year planning I during think down demand, shut to downstream
the almost have the February, come polysilicon inventory is but the QX, of So when year. coming New end X by -- because up. Chinese bigger -- plants And immediately in Year as last so demand the
in kg think XXX, to I from, go entrants, continue inventory, QX, price bottom really, RMB the I new think, XX think, because per back So almost the up the digested. QX, I to but
price go think May to price go almost especially, buy, think down down. and to the the continue June, in June, I in the So I bottom. Italy, think I in
see, I I'm one X think mentioning, as all for think of almost I of know I facilities by RMB players, companies, RMB to the okay, that, XX. go end even, bomb sparing reason, can stop you I almost production. think the call. some XX like have RMB breakeven to last have Xinjiang Basically, the you Then -- they some the big not month,
So market especially I is think, order we the QX, is now, think come in QX. the right I see back, coming, in think pipeline, some [indiscernible] the in order continuing, I besides
right little So now a demand high. the is
is I now is per RMB RMB XX around kg. around XX, RMB RMB So back think, to XX like P-type, the price The -- N-type kg. per XX XX right like RMB
think we in QX, is profitable. we So see very
situation I come will Christmas this Chinese The then Then seasonal in coming. to Year December, New November up, winter is think continue country October. think, and maybe lasting coming. is another, during the Day, Western I the
again. or December definitely November, and during think the I deep February, go price So January to
-- as production, still like in market, the like next TBEA, full running not project Then very other, will tell you Mongolia they Last is Mongolia, they running. they now like the if I trial Also, we month. But year, by were have -- also think running. capacity started Daqo full okay? successful, not they capacity first capacity
has to continued up. So supply we see the go
outside even price So I a China. especially, think the in from polysilicon clear, years, very X next price, polysilicon year, the the right I polysilicon different produced next is China think produced of now,
their easily final traceability OCI produce U.S. like products to export because example, For Wacker, they to can use to export silicon
I I think I maybe years, now, polysilicon maybe That's think, RMB I'm okay. locations next think, producer to RMB that around channel. Right outside around to stable, were to move some XX will what outside X -- I Chinese like between, I XX, produce producer thinking, RMB -- silicon. silicone XX to other think China will China Then between Chinese think also push, this of
company attract As waiver. now that sell module, see Chinese already right you do can U.S. of even in like think, I the IRA a company, to lot
in. come will tendency to So that continue I think
to cell globally, So is maybe maybe Chinese I [indiscernible] right I always the the not now. I X wafer silicon, only think think think capacity after years, oversupply X
that's have problems, to So that thing X.X RMB come near grid price in-store, right on because higher. China. but especially installation continue the projects may now to market also of from Definitely module X the lot like down going go also is -- installation, why good RMB be But stimulate and then per per watt. a demand cost have watt of on in the returns
So all it's trade-off.
you returns the But delay meantime, grid on the price will down, also to II. project. connect will maybe affect II in the module see You're the you thinking increase you see go the on the
think the market I the , but rooftop, the China -- on. is all going right so it's SOE think hot, we So now,
to think to action is X think continue don't force problem. only I grow. I I Within thing The Europeans So years, any continue -- in over-label XXXX QX. starting go think Europe the
time I that's move give China. So outside Chinese think the the to to of producer production
what -- in whole see future. -- you that's I think thinking So to the my the I'm market
Daqo right can in But is one produce compete know only that Wacker. China the high-quality with now, products remember,
grow, see I now per price silicon RMB XX So already kg. N-type around to P between the difference to RMB N-type the and right think X continue we is especially, as
So our advantage is very clear.
the our think QX, at margin I is look you than almost XX%. gross If more
still I even, QX, can margin gross -- say, keep QX above QX, our even we still in above think let's still XX%.
I with think XX% on our is compared premium competitors the and the other based quality and players, effective scale. the cost
