SSX Daily News Blast - 18/03/2022

Huadian’s 15GW module tender for 2022 requiring modules ≥530Wp sees ave bid price @ ¥1.8657($0.2596)/wp

5 winning bidders:

No.1: LONGi 5.5GW @ ¥1.876/wp

No.2: JA 4.5GW @ ¥1.869/wp

No.3: Huansheng 2.5GW @ ¥1.814/wp

No.4: Jinko 1.5GW @ ¥1.897/wp

No.5: Trina 1GW @ ¥1.877/wp

Specific delivery time was not disclosed.

https://mp.weixin.qq.com/s/00LDeABnJabymhYuEndwXw

N-type module reaches same IRR when at a ¥0.2/Wp premium to P-type module

GLPV’s calculation

https://mp.weixin.qq.com/s/2Bx8XpRFyjPUVYmEg9DC0Q

Jietai to buy 648M pcs (±20%) Mono wafers from Shangji Mar 2022 ~ Mar 2025

assuming 182mm, the total volume is about 5GW.

Actual purchase price to be negotiated monthly.

Among them, 128M pcs Mar~Dec 2022, 240M pcs in 2023, 240M pcs in 2024, and 0.4M pcs in 2025.

https://mp.weixin.qq.com/s/UNXaEGyGibbyJf5pdh5wGg

Domestic EVA price has risen >20% in 2022 to ¥23,400/ton

Up >17% since March.

Caused by shortage of EVA capacity

https://mp.weixin.qq.com/s/C4vHSph2MJOjVq3wrDaxqA

Origis to buy 400MW of modules from Maxeon

https://www.prnewswire.com/news-releases/origis-energy-maxeon-solar-technologies-announce-400mw-module-supply-agreement-301505231.html

India may split PLI scheme to include more players along PV supply chain

https://economictimes.indiatimes.com/industry/renewables/solar-pli-scheme-may-be-split/articleshow/90299610.cms

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