China’s wind and solar power capacity surpasses 2 terawatts
China's installed wind and solar capacity expands, adding renewable electricity supply.
Source →The trace
How it reaches your house.
Starting from State Grid Corporation of China (SGCC), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Neodymium-Iron-Boron (NdFeB) Permanent Magnets →Stands to benefitWind-turbine expansion increases NdFeB magnet demand, and China’s 90% supply share means domestic producers are the main beneficiaries.
84% confidenceNeodymium-Iron-Boron (NdFeB) Permanent Magnets →Stands to benefitZhongke Sanhuan000970.SZ
As a 20% share supplier with low substitutability and a long 48-month replacement lead time, Zhongke Sanhuan should benefit from stronger wind-driven magnet demand.
83% confidenceNeodymium-Iron-Boron (NdFeB) Permanent Magnets →Stands to benefitHop 2
Electricity (electrolytic refining) →supply upChina's wind and solar expansion directly increases the country's electricity supply share feeding electrolytic refining, so the China channel becomes more available.
91% confidenceJL MAG Rare-Earth →supply upNdFeB Permanent Magnets for Wind Turbine Generators
China's wind/solar buildout should lift demand for wind-turbine NdFeB magnets, and JL MAG's sizable share in this product line makes higher supply from this node plausible.
73% confidenceElectricity (electrolytic refining) →Stands to benefitHop 3
NdFeB Rare Earth Permanent Magnets →Stands to benefitChina accounts for 92% of supply for this magnet input, so expanded wind buildout that raises NdFeB magnet demand should disproportionately benefit Chinese supply.
86% confidenceSolar-Grade Polysilicon (9N Purity) →Stands to benefitChina accounts for 91% of this input’s supply, so its domestic polysilicon sector captures most of the upside from the country’s renewable buildout.
80% confidenceSolar-Grade Polysilicon (9N Purity) →Stands to benefitTongwei Co., Ltd.600438.SS
Hop 4
Tongwei Co., Ltd. →Prices riseSolar-Grade Polysilicon (9N Purity)
China’s solar buildout expands demand for Tongwei’s polysilicon business, and this large, relatively hard-to-substitute output is likely to see tighter pricing.
56% confidence
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
In the MyPRIA app, this is checked against your own holdings.