SSX Daily News Blast - 27/01/2022
China Silicon Index wafer prices up WoW
M6 +1.35%
M10 +1.78%
G12 +9.59%
Boost in demand from India. Supply disruption from Qinghai earthquake early Jan.
Wafer operating rates up.
Jan output 23.4GW (up 24.5% MoM).
Demand in Feb expected to remain strong.
https://mp.weixin.qq.com/s/ET5yRPKZS4EVfhuwqric4A
State Power 4.5GW module tender average price >¥1.9 ($0.265)/wp
Module specs cover 166mm, 182mm, 210mm and N-type modules.
Average price of each division:
200MW of 166mm mono-facial 450W+ @ ¥1.9 ($0.265)/wp;
100MW of 166mm bifacial 445W+ @ ¥1.928 ($0.269)/wp;
2GW of 182mm mono-facial 540W+ @ ¥1.91 ($0.266)/wp;
1GW of 182mm bifacial 540W+ @ ¥1.938 ($0.27)/wp;
500MW of 210mm mono-facial 590W+ @ ¥1.924 ($0.268)/wp;
500 MW of 210mm bifacial 590W+ @ ¥1.937 ($0.27)/wp; and
200MW of N-type size ≥182mm bifacial 555W+ @ ¥2.079 ($0.29)/wp.
Bid prices show overall increase compared to previous tender results from Three Gorges, State Grid, China Nuclear’s module procurement tenders.
https://mp.weixin.qq.com/s/8ExZ0-zU4G3yEyinEv_X9Q
DMEGC plans 2.5GW module plant in Jiangsu
Target for project completion and operation is within 7 months after construction starts.
https://guangfu.bjx.com.cn/news/20220127/1201768.shtml
US Congress introduces COMPETES Act of 2022 to allocate $3 bil for domestic solar manufacturing
ING forecasts strong 12% growth in European solar installations in 2022, outpacing wind
https://www.hellenicshippingnews.com/solid-growth-for-wind-and-solar-amid-energy-crisis/
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