According to South Korean media MAEIL BUSINESS on April 15, TerraSus, a Malaysian subsidiary of OCI Holding, a leading Korean polysilicon company, is in talks with SpaceX to sign a polysilicon supply contract . It is used to support photovoltaic power for Space X data centers and satellites. The duration of the contract is expected to be three to five years, with a scale of about 1 trillion won (about 4.62 billion yuan, 1 yuan ≈ 216.31 won), and the details of the terms are currently being negotiated. The
media sought confirmation from Space X and OCI Holding respectively. As of press time, Space X had not replied, and a spokesperson for OCL Holding said it could not confirm the report.
On April 15, the stocks of OCI related companies rose sharply, with OCI Holdings (010060) rising 24.93% and OCI Co., Ltd. (456040) rising 6.66%. Analysts at Samsung
Securities said, "In order to qualify for the Inflation Reduction Act subsidy, the incentive to purchase non-Chinese polysilicon is likely to be very strong."
Earlier , on March 20, market news said that. Tesla plans to spend $2.9 billion (about 20 billion yuan) to purchase battery and component production equipment from Chinese photovoltaic equipment companies. Maiwei shares, Jiejia Weichuang, Laplace and other Chinese photovoltaic equipment companies are potential suppliers.
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