SSX Daily News Blast - 25/02/2022
CITIC Construction Investment: China's PV installed capacity in Jan 2022 >7GW, +200%YoY
Distributed PV @ 4.5GW, up 250% YoY; ground-mounted PV @ 2.5GW, up 150% YoY.
https://mp.weixin.qq.com/s/Z0vdia3m13xhkLvpUSj0dw
Sinopec shortlists 4 companies for 361MW module tender in Xinjiang, bids average @ ¥2.3275/wp incl cost of brackets
No. 1: Risen @ ¥2.219/wp
No. 2: Chint @ ¥2.27/wp
No.3: Trina @ ¥2.299/wp
No. 4: Eging @ ¥2.522/wp
Since cost of brackets is ¥0.3~0.4/wp, actual bid price for the 650W+ modules is about ¥1.9($0.266)~2($0.28)/wp.
Shortlisted candidates are 210mm or compatible-size module enterprises.
The exact time of delivery was not disclosed.
https://mp.weixin.qq.com/s/Y35H8d_7guYejW6ad1dbXQ
CSG restarts engine on 10kt polysilicon plant in Hubei aft 3-year stoppage
Initial ¥2 bil investment with additional ¥200M boost slated in 2022 for this project.
CSG is planning to invest ¥4.5 bil in Xiaoting District for high-purity polysilicon, wafers, ultra-thin electronic glass.
https://mp.weixin.qq.com/s/ANRl6o4lq8KcKlXhZWT1bw
Shangji Automation to invest in 100kt polysilicon plant
¥6 bil in 2 projects in Inner Mongolia: 150kt high-purity metal silicon, and 100kt polysilicon
Phase 1 targets 80kt high-purity metal silicon and 50kt high-purity polysilicon project.
Projects aimed at providing stable source of polysilicon for Shangji’s 30GW mono wafer production.
https://mp.weixin.qq.com/s/hF5W9kPyCZ-cXrsI4lVlIw
Silfab Solar appoints new CEO, Rob Jessen
https://solarindustrymag.com/silfab-solar-picks-rob-jessen-as-cfo
UK flexible solar module maker Power Roll kicks off production
https://renews.biz/75936/flexible-solar-factory-opens-business-in-north-east/
Lightsource BP looks to Asia for solar opportunities as part of 25GW solar target by 2025
https://www.pv-tech.org/lightsource-bp-expanding-into-asian-solar-markets-as-25gw-plans-progress/
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