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SSX Daily News Blast - 14/02/2022


Shanxi tenders 605MW of 182mm modules; bid prices @ ¥1.807 ($0.251) ~ 1.985($0.276)/wp

average price of all bidding prices is ¥1.864 ($0.259)/wp.

Delivery time: April 20 2022 -- May 20 2022 in batches.

China imported 114kt ($2B) of polysilicon in 2021, up 13.4% YoY

China's polysilicon imports from the top 4 sources (Germany, Malaysia, Japan, Taiwan) accounted for a total 90% of all polysilicon imports. Polysilicon imports from S Korea declined for 5 consecutive years, with 4kt imported in 2021, down 73.2% YoY.

LONGi foregoes Vietnam in favour of Sarawak for MYR1.789bil ($430M) expansion

JA Technology to invest ¥3.5bil to expand its integrated supply chain capacity

The specific projects are as follows:

Wafer: 2.5GW wafer pulling and slicing project in Vietnam, estimated ¥1.2B;

Cells: Ningjin 1.3GW high-efficiency cells project, estimated ¥370M;

Auxiliary material project: Yiwu 10GW component material supporting project, estimated ¥690M; and

PV power station: Tuquan 200MW PV energy storage power generation project, estimated ¥1.2B.

Zhuhai Jinwan Gaojing commenced Phase II production of its 50GW large-size Mono wafer project

The planned production capacity of Phase II is 15GW, taking total production of 2 phases to 30GW.

Jinyang Silicon 20GW "HJT wafers" factory starts construction

uses granular silicon and recycled materials as raw materials

some fabs ready by June 2022, full operation in 2023

Solar Learn survey: Expected Feb ingot output 23.51GW, +9.2% MoM

Compared to pulling production output of Jan, the output of 166mm, 182mm and 210mm are all expected to rise in Feb, except 158mm.

Overall wafer production output expected to rise 13% MoM in Feb, breakdown as follows:

G1 decreased by 42%;

M6 up 13%;

M10 up 27%;

G12 decreased by 6%; and

N-type is up 15%.

Suntech Solar Power breaks ground on 10 GW (Phase I) PV module project in Anhui Province

Production planned for 210mm large-size MBB high-power modules, compatible with 182mm MBB cells.

Expected to start production in Oct 2022 when Suntech 210mm high-power modules will be fully mass-produced.

GCL saw module sales volume dip about 26.67% YoY to 2.2GW in 2021

Cited the elevated prices of wafers and cells due to tight supply of polysilicon;

prioritised high-margin orders and gave up low-price orders.

Huasun to supply 150MW HJT PV modules to INERCOM for latter’s project in Bulgaria this year

Australia’s Fortescue Metals plans massive 5.4GW solar+wind project in the Pilbara region

Upcoming National Holidays

Wednesday: Thailand, Sri Lanka

Next week Monday: USA, Bangladesh

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