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but the reduction of polysilicon might not benefit Cypark (at this moment) since their largest Solar project is LSS3 and most of the material they already purchased.... i am monitoring Solarvest... waiting it to drop lower to enter ^^
自从covid, solar panel 成本已经起了蛮多的。 在PP report 里面也提到，The procurement of major equipment (LSS3) has also been “concluded” 。应该都是在covid时买的。 所以我相信LSS3的成本应该会比之前预算的还要高。毕竟LSS3的submission date @ Aug2019 （before covid). 可是重点还是那个21年的PPA啦，只要它顺利完成然后开始买电给TNB就huart了. BUT LSS2 就应该没有这个问题。之前bid到LSS4 的公司应该就头痛了.