SSX Daily News Blast - 16/02/2022
China Resources 3GW PV module procurement tender sees average price of each division @¥1.865($0.26)~1.892($0.264)/wp
Average price of Top6 module makers @ ¥1.877($0.262)/wp.
3GW tendered in 4 divisions, for modules 540Wp and above, mono-facial single glass or bifacial dual-glass.
The delivery time is Q2-Q3 of 2022, and the mainstream delivery time focuses on Q2.
https://mp.weixin.qq.com/s/3qU-J_ALdW-m8bSfsq8kYwT
China’s Ministry of Industry: national PV supply chain is safe and stable
Annual output of polysilicon, wafer, cells and modules respectively reached 505kt, 227GW, 198GW and 182GW, with YoY growth of 27.5%, 40.6%, 46.9% and 46.1%.
In 2021, China's PV exports exceeded $28.4 billion.
https://mp.weixin.qq.com/s/zjAKC6y0dveTbCq49OYRag
Top 12 shipped 140GW of modules, accounting for >75% of total global module demand
Solarbe’s list for top global module shippers include LONGi, Trina, JA, Jinko, Canadian, Risen, Suntech, Chint, Huansheng, Haitai, Seraphim and Eging
https://mp.weixin.qq.com/s/8SrV7TrekaLTCrxg03e1cw
Boviet Solar upgraded PV module production line in Vietnam
Size of the cells upgraded from original 166mm to be compatible with 182/210mm, while production capacity boosted from 700MW to 1GW.
https://guangfu.bjx.com.cn/news/20220215/1204317.shtml
TBEA unsure if planned polysilicon capacity expansion can be achieved, urges further verification
https://equalocean.com/briefing/20220215230119938
Microquanta starts construction on world's first ground mounted perovskite installation, 12MW
https://mp.weixin.qq.com/s/fXsXbum_jX3e3ZkT-rAWcQ
Irico Group and Jinko ink ¥3.6B PV glass deal
Contract is valid until Oct 2024.
https://guangfu.bjx.com.cn/news/20220216/1204567.shtml
Panel agrees with Canada that Trump-era U.S. solar panel tariffs violate USMCA
https://www.law360.com/articles/1465442/usmca-panel-backs-canada-in-us-solar-panel-tariff-dispute
Hanwha Q Cells launches panels for European market based on M6 wafers
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