On February 2, the 60MW fishery-photovoltaic complementary solar power generation project of Ganneng Co., Ltd. in the Ganjiang New Area was successfully connected to the grid. Located at the Jiangxia Branch of the Sanghai Group in Xinqizhou, Ganjiang New Area, Nanchang, Jiangxi Province, the project has a total investment of 1.8 billion yuan. It adopts the model of "power generation on water and aquaculture underwater," with an average annual power generation of approximately 66 million kilowatt-hours. Over its entire lifecycle, the project is expected to contribute around 65 million yuan in taxes.
PriceSeek Analysis of Polysilicon, Bull-Bear Score: 1
The successful grid connection of this project adds 60MW of photovoltaic installed capacity, with an average annual power generation of approximately 66 million kilowatt-hours. This directly increases the demand for polysilicon as a raw material for photovoltaic modules, providing support for spot prices. It is expected that spot prices may experience a moderate increase in the short term.
Combined with polysilicon futures contract data, such as the closing price of the 2610 contract at 51,300 yuan/ton (February 6, 2026), although recent prices have declined, the anticipated growth in demand is expected to boost market confidence, stabilize and drive futures prices upward, benefiting the performance of long-term contracts.
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