SSX Daily News Blast - 26/04/2022
Three Gorges 134MW tender for >550W BiFi sees T1 average ¥1.9605($0.272)/wp for early Q3 delivery
[FX maintained at 6.37 for comparability. If 6.53 is used: $0.266/wp]
Tongwei’s polysilicon capa to hit 230kt by end 2022, 350kt by end 2023
Was 180kt by end 2021. To reach 800kt~1000kt from 2024 to 2026.
Polysilicon production costs have fallen below RMB40/Kg.
Cell production: 45GW capa at end 2021, to reach 70GW by end 2022, 102GW by end 2023, and 130~150GW from 2024 to 2026.
Tongwei sold 107.7kt of polysilicon (+24.30% YoY) and 34.93GW of solar cells (+57.61% YoY) in 2021
Leeward Renewable purchases another 1GW of modules from First Solar in multi-year agreement
Maxeon partners OpenSolar to provide design and proposal tool for installers
Iran issues permits for 4GW of solar, part of 10GW target by 2025
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