Qinghai: Yellow River Hydroelectric Reclaimed Aluminum Western Mining Baihe Aluminum which benefits better from Yellow River Hydroelectric New Energy (polysilicon)? Is there a future?

So far, it doesn't seem so good. In the long run, the Yellow River hydropower aluminum industry has a huge scale, with an annual output of 500,000 tons after the second phase. If the price of aluminum is more than 10,000 tons, and the production capacity is quite exaggerated, Yellow River Aluminum can still enjoy the preferential electricity price of Yellow River hydropower, which is still competitive. At present, there are still technical problems in polysilicon of Yellow River Hydropower, and no silicon rods have been produced after such a long delay, but the idea of developing the upstream and downstream industrial chain of power in Yellow River Hydropower Company is correct. I just don't know what the problem is at present. Although polysilicon is controlled in China at present, the polysilicon of the Yellow River is sold to myself (Xi 'an Solar Energy Company) to produce silicon plates for solar power generation, so as long as the production problems are solved, the sales should still be no problem. As for lilies, it is not clear. However, what is certain is that the western mining industry is a listed company, while the Yellow River hydropower is an energy central enterprise, and its development has its own advantages and disadvantages. Fortunately, there is no competition in the main business.