Industrial park solar power can supply 240,000 four-room public housing units for one year; Yulon Group plans larger deployment
Expanded solar deployment would add electricity supply capacity.
Source →The trace
How it reaches your house.
Starting from Residential Electricity, 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
Solar-Grade Polysilicon →Stands to benefitChina supplies 93.5% of the graph's solar-grade polysilicon, so it captures most of the demand upside.
92% confidenceSolar-Grade Polysilicon →Stands to benefitTongwei Co., Ltd.600438.SS
Tongwei is the largest listed supplier on this edge set (26% share) with low substitutability and long replacement lead time, so higher solar buildout benefits it.
84% confidenceSolar-Grade Polysilicon →Stands to benefitGCL Technology Holdings3800.HK
GCL has an 18% supply share and low substitutability, so rising solar-grade polysilicon demand benefits it.
Hop 2
China →supply upWith 98% of gallium supply coming from China, extra electricity capacity there should lift available gallium output.
86% confidenceChina →supply upBecause substantially all of e.l.f.'s third-party suppliers and manufacturers are in China, more Chinese electricity capacity should improve supply availability from that sourcing base.
84% confidenceChina →supply upWith 95% of terbium supply concentrated in China, more Chinese power capacity should increase available terbium supply.
Hop 3
Siemens Energy AG →Stands to benefitLarge Power Transformers (LPTs) & Generator Step-Up Units
More utility-scale solar buildout increases demand for transformer and grid-interconnection equipment, so this transformer input to Siemens Energy should see materially higher demand despite some substitutability.
75% confidenceHitachi Energy Ltd. (formerly ABB Power Grids) →Prices riseHigh-Voltage Transformer Bushing (EHV)
A larger solar rollout should raise demand for Hitachi Energy's transformer production, putting price pressure on specialized EHV bushings that have a 35% share and an 18-month replacement lead time.
74% confidenceHitachi Energy Ltd. (formerly ABB Power Grids) →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Residential Electricity · Semiconductors and chips
In the MyPRIA app, this is checked against your own holdings.