Tongwei, GCL said to meet in Hangzhou on polysilicon price floor; accounts differ

The significance lies less in the meeting itself than in the conflicting accounts of what was discussed. A confirmed gathering on capacity controls and price floors would mark a notable coordination attempt in a sector long defined by oversupply and price wars; the denial that pricing was on the agenda suggests either a dispute over characterization or sensitivity about such coordination. Which version holds, and whether any joint mechanism on capacity or pricing actually emerges, is the open question.