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SSX Daily News Blast - 05/01/2022
CSI: China polysilicon stable WoW
Mono chip ¥232/kg (-0.3%)
Mono chunk ¥229/kg (-0.65%)
https://mp.weixin.qq.com/s/kqTagvx9KZp23-RHhp1dkw
*PV-info: 2021 module bid price peaked at ¥2.09/Wp last Nov bef dropping to ¥1.92/Wp in Dec
Bid price fluctuated ¥1.71~1.80/Wp for Apr to Jun, and then held stable at ¥1.81/Wp for Jul to Sep.
[GRAPH BELOW]
https://mp.weixin.qq.com/s/IOhFCVgP2JJjtPrHVCH66g
JN Tech to invest ¥10B manufacturing facility for 5GW cells + 10GW modules in Nanchang
Project to include 500MW shared green power storage station, etc; exact construction timeline has yet to be announced.
https://mp.weixin.qq.com/s/LrJhGq7SuHArThXPXzIw0Q
CGN New Energy awards 128MW module procurement tender to Jinko, LONGi and Sunport; average bid price exceeded ¥2/Wp
For a fish farm PV project.
Bid prices: Jinko ¥1.997($0.2783)/Wp, LONGi ¥1.98($0.2759)/Wp; Sunport ¥2.07($.02885)/Wp.
Modules are 540W mono PERC bifacial double-glass, to be supplied 30 Dec 2021~30 Apr 2022.
https://mp.weixin.qq.com/s/fH0uPgQRGajyX_RPmzQ9-g
Talesun’s Thailand PV production base rolls out first 182mm high-efficiency large-size PV cell
https://mp.weixin.qq.com/s/VqBTQi6boyEKhx9yEfYMSQ
URE joins Taipower energy trading platform
https://www.digitimes.com/news/a20211208PD204.html
India’s NREL to tender 3GW renewable energy project worth Rs15k crore ($150B) in Feb
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