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SSX Daily News BLAST - 08/11/2021

[Due to Singapore holidays, there were no blasts on Thursday and Friday last week]

Prices of mono wafers in China remain unchanged WoW

G1 @RMB5.51/wp (0%)

M6 @ RMB5.69/wp (0%)

M10 @ RMB6.80/wp (0%)

G12 @ RMB8.93/wp (0%)

TBEA to build 400,000 tons METALLURGICAL SILICON plant and 5GW renewable energy project in Inner Mongolia

East Hope to invest 20.6 billion yuan in Inner Mongolia for PV manufacturing and projects

Includes polysilicon, wafer, cells, modules and other related products.

Polysilicon demand and supply to maintain tight equilibrium, possibly all the way into 2022: Guangfu Jianwen

2022 global demand for newly installed PV modules estimated at 192/252GW, corresponding to approx 560-710 kt polysilicon demand. In 2022, the polysilicon supply may improve. If polysilicon supply is expected to just meet end-user demand without taking into consideration new wafer production capacity, polysilicon prices are expected to be driven skyward. Polysilicon prices laos expected to dip slightly in 2022 but generally remain high; average price to remain above RMB150/kg.

GCL partners Shanghai Beststeel on R&D of new BIPV products

Canadian Solar in JV with Windel Energy for 350MW solar+storage in England

LONGi shrugs off US detainment of solar products, confirms business as usual for American customers

Appeal in Hanwha Q-Cells patent litigation: Penalty payment against Longi Solar and REC confirmed

First Solar contemplating expansion plans to meet boosted demand, despite supply chain issues plaguing PV industry

Lens Technology joins China’s race to carbon neutrality, entering PV market through newly formed subsidiary Hunan Lens New Energy

Hunan Lens engaged in manufacturing of PV glass products, PV equipment and components, PV power generation projects.

Lens Technology is a major supplier to Apple Inc.

Upcoming National Holidays

Tuesday: Cambodia

Wednesday: India (Delhi)

Thursday: France, Poland, USA

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