comment above,  it's all part of their (central government) plan.  Before I retired in 2008, I was involved in producing high-purity silica crucibles for 11 years. I could see the market develop in geometric terms, then plateau, then re-accelerate. Suddenly, this Chinese 'shinkansen' of development blew by everybody in about two years, immediately following the government's '5-year' plan to spend $10 billion per year on wind and solar (primarily). It looked like a bubble, but it's playing out as solid investment.

paul spencer