Wafer output in June to be lower than expected
Due to an earthquake of magnitude 6.1 in Ya’an, Sichuan
4 Mono wafer enterprises in Sichuan, of which 3 are ingot pulling bases with a total capacity of 36.2GW.
SPIC 1.35GW tender sees average bid of ¥1.8934/wp for 540W BiFi dual glass; ¥2/wp for N type
No delivery time disclosed.
Div 1-5 [800MW of P-type BiFi dual-glass 540Wp+ 182mm modules] Bids @ ¥1.875~1.909/wp, average bid @ ¥1.8934/wp; LONGi awarded 500MW and Eging awarded 300MW.
Div 6 [200MW of P-type BiFi dual-glass 590Wp+ 210mm modules]: Trina @ ¥1.95/wp
Div 7-9 [300MW of P-type mono-facial 540Wp+ 182mm modules]: Bids @ ¥1.84~1.87/wp, average bid @ ¥1.855/wp; JA, Chint and Jinko awarded 150MW, 100MW and 50MW respectively.
Div 10 [50MW of N-type BiFi dual-glass 560Wp+ 182mm modules]: Jinko @ ¥2/wp
SDIjC 1.2GW tender sees average bid of ¥1.956/wp for 540W BiFi dual glass; ¥2.024/wp for N type
Delivery timing: first batch in 2H22, second batch in Mar/Apr 2023.
China pledges to double solar, wind capacity by 2025
Solar investments nearly tripled YoY in Jan~Apr to ¥29 bn.
Gaojing expands ingot production by 50GW and slicing by 30GW
Shanghai Pudong Independent to buy Comtec solar wafer production facility at ¥180M
Mubang High-tech to construct 8GW TOPCon cell facility in Jiangxi
No further details were disclosed.
Shortage of quartz sand sends domestic prices up by 30% this year, from >¥30k/t to >¥40k/t
Price of imported quartz sand from the U.S. and Norway has risen twice this year, up nearly 30%.
Price of 36” quartz crucible @ >¥10k~12k.
Japan’s Chubu Electric to pay $39M for 20% of India’s IPP OMC Power
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