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