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SSX Daily News Blast - 04/04/2022

Zhonghuan raises wafer prices ~+2.2% MoM

Previous price update: 4 Mar

(160μm thickness)

G1 wafer @ ¥5.74/pc, +2.5% MoM (+¥0.14/pc)

M6 wafer @ ¥5.64/pc, +2.55% MoM (+¥0.14/pc)

M10 wafer @ ¥6.79/pc, +2.11% MoM (+¥0.14/pc)

G12 wafer @ ¥9.05/pc, +2.26% MoM (+¥0.2/pc)

218.2mm wafer @ ¥9.77/pc, +2.2% MoM (+¥0.21/pc).

Production costs for cell and module manufacturers to rise by about ¥0.02/W, which is expected to be reflected in modules prices later.

https://mp.weixin.qq.com/s/yBgeUgmVoJPs7-XjODK5lw

https://mp.weixin.qq.com/s/4Q36fcIZdSvweCLQU6A3wQ


Commerce sends out questionnaires to solar manufacturers in 4 SE Asian countries

Information includes Chinese wafers, silane, silver paste, solar glass, aluminum frames, junction boxes, EVA sheets and backsheets used in exported cells and modules.

https://www.solarpowerworldonline.com/2022/04/commerce-wants-to-know-how-much-chinese-aluminum-and-glass-are-used-in-imported-solar-panels/


Thailand intends to lodge protest against US Commerce’s AntiCirc investigations

https://www.nst.com.my/world/region/2022/04/785559/thailand-protest-against-us-investigation-solar-panels


Sembcorp, Enfinity, JSW Group shortlisted in Myrtah Energy acquisition

https://www.livemint.com/industry/energy/sembcorp-enfinity-jsw-group-make-the-cut-for-mytrah-energy-11649012481575.html


1 million farms in Thailand to be outfitted with solar panels

https://www.bangkokpost.com/thailand/general/2289306/one-million-farms-to-get-solar-panels



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Tuesday: China, Taiwan

Wednesday: Thailand

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