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SSX Daily News Blast - 25/04/2022

SPIC 1.35GW tender sees average spread of -¥0.011($0.0015)/wp between Q2 and Q3 delivery for 182mm BiFi, Top6

Average bid for 182 bifacial delivery May/June @ ¥1.9124($0.266)/wp

Highest bid: 210 bifacial modules @ ¥2.076($0.288)/wp.

Lowest bid: 182 monofacial modules @ ¥1.833($0.255)/wp.

Average bid for 182 bifacial N type @ ¥1.997($0.277)/wp.

FX of 6.37 maintained for comparability

https://mp.weixin.qq.com/s/24VEqDP6GR8oHwHxFx6nIQ


Jinergy’s 1.2GW tender sees average bid @¥1.871($0.26)/wp for 540W+ MonoFi DELQ2

Highest bid from Jinergy @ ¥1.889($0.262)/wp, lowest bid from Akcome @ ¥1.835($0.255)/wp.

FX of 6.37 maintained for comparability

https://mp.weixin.qq.com/s/WDgv2Bc61L4pVEcrmZCEMw


Guangdong Electric’s tender draws average ¥1.901($0.264)/wp for 210mm modules and ¥1.8958($0.263)/wp for 182mm modules

Total tender capacity of 400MW; DELQ3+Oct

Div 1: 200MW of 210mm modules

  • No.1: Canadian @ ¥1.9/wp

  • No.2: Risen @ ¥1.898/wp

  • No.3: Trina @ ¥1.905/wp

Div 2: 200MW of 182mm modules

  • No.1: Jinko @ ¥1.92/wp

  • No.2: Eging @ ¥1.8775/wp

  • No.3: JA @ ¥1.89/wp

https://mp.weixin.qq.com/s/z3MoAonl05EKkwMK3DvnmQ


Jinko to boost Vietnam project from 5GW to 8GW solar cells + module production

This will take their total investment from $49M to $79M.

Construction period of the project is tentatively 2 years.

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


Canadian Solar inaugurates 10GW cell factory in Jiangsu

https://mp.weixin.qq.com/s/9JKsHhDvi5VMAki6hu-Muw


Risen’s 2021 module shipments totaled 8.1GW; 5.7GW shipped overseas

By end of 2021, the annual PV module capacity reached 19.1GW.

Risen has 4 factories in progress:

Zhejiang Ninghai 5GW HJT cell +10GW module;

Zhejiang Yiwu 5GW module;

Jiangsu Jintan 4GW cell + 6GW module;

Malaysia 3GW cell + module.

https://mp.weixin.qq.com/s/sDTLgtcDITuRUv_CYpa8kg


Cumulative output of PV glass for Jan~Mar @ 2.991M tons, +34.2% YoY

PV glass production in March up 34.2% YoY @ 1.038M tons.

Average inventory days are about 16 days, 3 days more than the same period last year.

https://mp.weixin.qq.com/s/oiRnD3isvwZN_GhTGv345A


India’s Borosil to acquire solar glass manufacturers, Interfloat and Glasmanufaktur Brandenbur

https://www.business-standard.com/article/news-cm/board-of-borosil-renewables-approves-execution-of-spa-for-acquisition-of-interfloat-and-gmb-122042500229_1.html


Upcoming National Holidays

Today: Australia, NZ

Wednesday: Netherlands, South Africa

Friday: Japan, Bangladesh

Next week Monday: China, Singapore, Thailand, Vietnam, Turkey, South Africa, Spain, UK

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