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SSX Daily News Blast - 23/02/2022
LONGi wafer prices up since last update on 27 Jan
G1 wafer up 1.94% (+ ¥0.1/pc)
M6 wafer up 1.87% (+ ¥0.1/pc)
M10 wafer up 1.88% (+ ¥0.12/pc)
https://mp.weixin.qq.com/s/QuN4aiKmBrmqE6feyM-wrA
CPIA forecasts 75-90GW of PV installations for China in 2022
Average 232-286GW of PV to be added annually for 2022~2025 worldwide; China to average 83-99GW annually.
Large-sized products will become mainstream, and N-type cells are expected to be mass-produced quickly.
2021 Polysilicon output @ 505kt (+28.8% YoY) and FBR market share up 1.3%;
2021 Wafer output @ 227GW (+40.7% YoY) and 182mm+210mm now has 45% market share;
2021 Cells output @ 198GW (+46.9% YoY); and
2021 Module output @ 182GW (+46.1% YoY).
https://mp.weixin.qq.com/s/kDJmSHPv7AvIOt89r-hYPw
Shanxi International Energy shortlists for 605MW module tender
No. 1: Canadian @¥1.849($0.258)/wp; and
No. 2: Trina @¥1.845($0.258)/wp.
mono-facial 182mm or 210mm modules, delivery 20 April~20 May 2022 in batches.
https://mp.weixin.qq.com/s/ka_VBv98_ZnbWK0Pzz9f7g
LG to shutter global solar business, cites cost and supply constraints
https://www.prnewswire.com/news-releases/lg-to-exit-global-solar-panel-business-301488051.html
Heliogen getting California site ready to kick off module manufacturing in Q3 2022
LONGi to provide 800MW bifacial modules for Qatar’s first solar power plant
Trina to supply 40MW of N-type modules order to first N-Type project in the Middle East
https://mp.weixin.qq.com/s/lxW0Rdh0HNFnkQfv929mJw
GCL-Poly Energy to be renamed GCL-Poly Technology and fully focus on silicon-material technology
https://mp.weixin.qq.com/s/qJsuv_BObA0FPjwSJG0nYw
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