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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

Upcoming National Holidays

Wednesday: Netherlands, South Africa

Friday: Japan, Bangladesh

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

Tuesday: China, Japan, Singapore, Indonesia, Vietnam, Bangladesh, Philippines, India, Turkey, Poland

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