原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
I'll be honest I'm not familiar with polysilicon or solar supply chains but I'm reading into it now.
There's another claim around the same time that Musk has finalized equipment contracts for 400,000 metric tons of polysilicon capacity for $TSLA and $SPCX as well, which came about the same time.
"supplied by the Shanghai subsidiary of Japan's Morisimatsu, Chemical Complete Equipment,"
But TLDR: U.S. administration is preparing tariffs and price floors covering imported polysilicon, wafers, cells and modules
I'm just looking at potential beneficaries like Wacker Chemie ( $WCH ) that operates US polysilicon factories. Or $GSM which is upstream of polysilicon (330,000 tons of silicon metal capacity apparently).
But still doing research
翻译：
我要坦白，我不熟悉多晶硅或太阳能供应链，但我正在研究它。
大约在同一时间，出现了另一个说法，马斯克已经为特斯拉（$TSLA）和$SPCX最终确定了40万公吨多晶硅设备合同，这也发生在同一时间。
“由日本森岛的上海子公司——化学设备公司提供”
但是简而言之：美国政府正在准备对进口的多晶硅、晶片、电池和模块征收关税和设置最低价格
我正在寻找潜在的受益者，如在美国经营多晶硅工厂的沃克化学公司（$WCH）。或者是$GSM，它是多晶硅的上游企业（显然拥有33万吨的金属硅生产能力）。
但仍在继续研究 📊💡
https://t.co/XXXX
@elonmusk #太阳能 #多晶硅 #特斯拉
I'll be honest I'm not familiar with polysilicon or solar supply chains but I'm reading into it now.
There's another claim around the same time that Musk has finalized equipment contracts for 400,000 metric tons of polysilicon capacity for $TSLA and $SPCX as well, which came about the same time.
"supplied by the Shanghai subsidiary of Japan's Morisimatsu, Chemical Complete Equipment,"
But TLDR: U.S. administration is preparing tariffs and price floors covering imported polysilicon, wafers, cells and modules
I'm just looking at potential beneficaries like Wacker Chemie ( $WCH ) that operates US polysilicon factories. Or $GSM which is upstream of polysilicon (330,000 tons of silicon metal capacity apparently).
But still doing research
翻译：
我要坦白，我不熟悉多晶硅或太阳能供应链，但我正在研究它。
大约在同一时间，出现了另一个说法，马斯克已经为特斯拉（$TSLA）和$SPCX最终确定了40万公吨多晶硅设备合同，这也发生在同一时间。
“由日本森岛的上海子公司——化学设备公司提供”
但是简而言之：美国政府正在准备对进口的多晶硅、晶片、电池和模块征收关税和设置最低价格
我正在寻找潜在的受益者，如在美国经营多晶硅工厂的沃克化学公司（$WCH）。或者是$GSM，它是多晶硅的上游企业（显然拥有33万吨的金属硅生产能力）。
但仍在继续研究 📊💡
https://t.co/XXXX
@elonmusk #太阳能 #多晶硅 #特斯拉
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