SSX Daily News Blast - 18/02/2022
Qinghai Lihao in Xining to start production of 200kt polysilicon in May/June 2022, 6 mths ahead of timeline
With a total ¥18bil investment, construction began in Jul 2021 and was completed in Dec 2021.
https://mp.weixin.qq.com/s/rmpNEfFfvyPHx0XIIIKzRg
JYT signs ingot production equipment supply agreement with Qujing JA
¥540M [corresponds to about 1.5GW?]
https://mp.weixin.qq.com/s/gAgaOwwteq4pz-9iCti2pw
Tianchen, Huasun in JV for HJT module company in 80% : 20% equity ratio
Tianchen: overall management and long-term financial security;
Huasun: technical, process and management support for production.
Huasun also to give priority for the supply of HJT cells to the JV.
https://mp.weixin.qq.com/s/SgssldKJQ5ploMJ1KIosdA
COVID situation in Suzhou causing shipment delays for some PV manufacturers like backsheet/EVA manufacturer Cybrid Technologies
GCL HQ in Suzhou: currently no impact.
So far limited impact on inverter production.
https://mp.weixin.qq.com/s/2Zvh0UWhzq7r8V7d752LmQ
Haiyuan Materials to complete first 600MW production line of HJT Cell in early July
Phase 1 targets 5GW; cost of cells is expected to be <¥1/wp with conversion efficiency of about 24.5%.
https://guangfu.bjx.com.cn/news/20220217/1204978.shtml
Saudi Arabia’s Bin Omairah to boost panel production from 150MW to 450MW
To extend export to Europe and Africa.
France installed 2.68GW of solar last year, 175% increase YoY
https://www.pv-magazine.com/2022/02/17/france-deployed-2-68gw-of-solar-in-2021/
UK deployed 730MW of solar on a 34% growth YoY
https://www.solarpowerportal.co.uk/blogs/uk_installed_730mw_of_solar_pv_in_2021
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