SSX Daily News Blast - 06/04/2022
China polysilicon again up WoW ~+0.4%
Mono chip ¥250.7/kg (+0.36%)
Mono chunk ¥248.4/kg (+0.36%)
Yunnan Province retroactively cancels preferential power price to Longi
Longi to pay market price from 1st Jan.
As of end 2021, Longi ingot capa in Yunnan was 67GW, wafering capa was 57GW.
Not yet put in operation: 30GW of ingoting, 30GW wafering, and 30GW cell capa.
Power cost is around 15% of wafer processing cost.
Shangji 100kt FBR polysilicon and 150kt nano silicon projects to start production in 3Q22
High-purity nano-silicon is the raw material to produce FBR.
The project has not been affected by the epidemic so far and is under construction as planned.
Boviet Solar R&D initiatives include 600W modules, N-Topcon, and HJT cells
Fuyao Glass' US plant to start 70kt expansion
Fuyao Glass Illinois Co., LTD., located in the United States, produces PV backsheet glass with an annual sales volume of about 60,000 to 70,000 tons.
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