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SSX Daily News Blast - 12/01/2022

US Commerce to overturn review of 48 Chinese producers

Total 59 companies found to have not manufactured or exported any subject merchandise.

China polysilicon slightly up >1% WoW

Mono chip RMB235/kg (+1.2% Wow)

Mono chunk RMB233/kg (+1.5% WoW)

China 550MW tender sees highest bid price at ¥1.935($0.269)/wp and lowest at ¥1.790($0.249)/wp

540Wp~555Wp mono PERC bifacial double-glass

to be delivered before 31 Jan 2022

China 1 GW tender sees average bid prices from ¥1.80($0.25)/wp for MFSG to ¥1.870($0.26)/wp for BFDG

T-1: average price of MFSG (mono-facial single-glass) module at ¥1.841($0.256)/wp, average price of BFDG (bifacial double-glass price) at ¥1.870($0.26)/wp.

T-2/3: average price of mono-facial single-glass module at ¥1.80($0.25)/wp, average price of bifacial double-glass price at ¥1.846(0.257)/wp.

No specific delivery time.

Wuxi Zhonghuan gearing up for production of 30GW high-purity ultra-thin solar wafer (Yixing Phase IV)

Zhonghuan’s G12 wafer capa will exceed 105GW (>50GW in Tianjin, >25GW in Inner Mongolia, >30GW in Jiangsu).

Changzhou Better Film to construct 20GW PV EVA production base in Anhui Province

Huadian is building 3.3GW solar project in Changdu City, world’s largest

Part of China’s 14th 5yr Plan, $2.51 billion project includes the Mangkang Angdo and Gongju Lator solar plants.

Upcoming National Holidays

Today: India (Kolkata)

Friday: India, Sri Lanka

Monday: USA, Sri Lanka

Tuesday: Malaysia

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