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.
N-type module reaches same IRR when at a ¥0.2/Wp premium to P-type module
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.
Domestic EVA price has risen >20% in 2022 to ¥23,400/ton
Up >17% since March.
Caused by shortage of EVA capacity
Origis to buy 400MW of modules from Maxeon
India may split PLI scheme to include more players along PV supply chain
Upcoming National Holidays
Monday: Japan, South Africa