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

https://hitechnewsdaily.com/business/ntpc-arm-nrel-to-propose-global-tender-for-its-renewable-energy-project-worth-rs-15000-crore-by-february-2022/

Upcoming National Holidays

Today: Russia

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

Friday: Russia, Urkraine, Palestine, Kazakhstan, Cambodia

Monday: Japan

https://mp.weixin.qq.com/s/IOhFCVgP2JJjtPrHVCH66g