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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
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