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SSX Daily News Blast - 03 Jan 2022

HAPPY NEW YEAR 2022

May it be filled with health and joyous moments to share with your loved ones.


Zhonghuan wafer price down by 8% since 2nd Dec for G12 and 218.2mm

160um G1@¥5/pc (-1%); M6@¥4.9/pc (-1%); M10@¥5.7/pc (-6.5%); G12@¥7.7/pc (-8%); 218.2mm@¥8.31/pc (-8%).

https://mp.weixin.qq.com/s/N-HV_2mmXvehBkg8_98CuA

https://mp.weixin.qq.com/s/PDdSNSW_yzf9VV51sbc-zQ


2021 China PV installations likely to exceed 60GW

December's new installed capacity is likely to exceed 25GW.

35GW in November + 25GW in December =60GW

https://mp.weixin.qq.com/s/Hv5GNKyH27T2DNla9V_hTw


GCL to construct 15GW Module Factory in Hefei

Also planning 10GW TOPCon Cell Factory (Phase I 5GW) in Leshan; timeline not disclosed.

https://mp.weixin.qq.com/s/fs4JfaovbUaDMKts9-L4nw


CNPC announces winners of 4.5GW PV module procurement tender on 31 Dec

Division 1: 2.6GW, module power 445-455W (19.23%) and 540W and above (80.77%);

Weighted average winning price RMB1.8878($0.2627)/Wp.

Division 2: 1.1GW, module power 445-455W (27.27%) and 540W and above (72.72%);

Weighted average winning price RMB1.8938($0.2635)/Wp.

Division 3: 0.8GW, module power 445-455W (25%) and 540W and above (75%);

Weighted average winning price RMB1.8705($0.2603)/Wp.

NB: GCL bid and won 30% of Division 3 @RMB1.765($0.2456)/Wp, significantly lower than other winners and other divisions.

No specific delivery time. Price adjustment mechanism.

https://mp.weixin.qq.com/s/9AClp7cmK3CAdtbHEanToA


Xinjiang East Hope gets go ahead for 60kt polysilicon project, construction to commence in April 2022

https://mp.weixin.qq.com/s/4ZZ1JfsQjwGq_5d1BaWL4A


DAS Solar cuts the ribbon with first pricing announcements of 2022 for N-type cells and modules

Mono N-type 182mm bifacial cells (mainstream efficiency > 24.5%) at RMB1.21/W, USD0.169/W;

Mono N-type 182mm bifacial double-glass modules (mainstream power > 550W) at RMB 1.99/W, USD0.278/W.

https://mp.weixin.qq.com/s/LJJxmycQUzTWArtl6GVLgw


Longi Malaysia new 3.3GW cell line to commence production in March

Total cell capa in Malaysia would then reach 8GW.

https://www.thestar.com.my/business/business-news/2022/01/03/longi-set-to-raise-solar-cell-production-capacity-soon


Risen to invest USD7 billion in integrated PV production facility outside Xinjiang

Construction divided into 2 phases; targeted annual production capacity of 200kt industrial silicon, 150kt polysilicon, 10GW solar cells, 3GW modules

https://www.bloomberg.com/news/articles/2021-12-28/china-s-risen-plans-7-billion-solar-factory-run-on-clean-energy


Philippines sees SPNEC break ground on 500MWp solar farm in Luzon

https://renewablesnow.com/news/philippines-spnec-starts-building-500-mwp-solar-project-at-home-767196/


Upcoming National Holidays

Tuesday: Russia

Wednesday: Russia

Thursday: Russia, Germany, Belgium, Poland, Spain, Italy

Friday: Russia, Urkraine, Palestine, Kazakhstan, Cambodia

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