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SSX Daily News Blast - 17/06/2022
GCL starts production at its new 30kt/yr FBR plant in Xuzhou
Total FBR capacity in Xuzhou reaches 60kt/yr
https://mp.weixin.qq.com/s/Ub4UyuSQssc67zBhBzzffQ
CPIA: end 2021 global wafer capa @415GW, actual production @233GW
China end 2021 wafer capa @407GW, actual production @ 227GW.
China exported 22.6GW.
https://mp.weixin.qq.com/s/U8Bwj1xWNP6tqjOyNyNasQ
Zhonghuan module capa @11GW
https://mp.weixin.qq.com/s/V2bM4UOvKdmisbWO2bboBw
China glass production Jan-May: 5.52MT (+46.3% YoY)
The inventory period by the end of May was about 15 days.
https://guangfu.bjx.com.cn/news/20220616/1233699.shtml
India confirms AD on Chinese backsheet imports
Jolywood @$762/t; all others @$908/t.
5 yrs validity.