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SSX Daily News Blast - 14/02/2022
💐HAPPY VALENTINE'S DAY🌹
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.
https://mp.weixin.qq.com/s/HVg1svJjn8scdwQj7Y007A
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.
https://guangfu.bjx.com.cn/news/20220211/1203782.shtml
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.
https://mp.weixin.qq.com/s/iF_agZcZrriyP-4L_953gw
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.
https://mp.weixin.qq.com/s/igH-KKrwQk-FgO9GNkoynA
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
https://mp.weixin.qq.com/s/WjMmOxUbIikUPNNuTzFcvw
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%.
https://mp.weixin.qq.com/s/3HOlNT1Y8l4YLbKomgTKsQ
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.
https://mp.weixin.qq.com/s/xLOFKGN5Foz97emOBkd_KQ
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.
https://mp.weixin.qq.com/s/5XB1V9aJOVMIp5p53oQU7Q
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