SSX Daily News Blast - 28/04/2022

Risen ASP for Jan/Feb was RMB2.079/wp (incl tax); G12 size modules account for 75% of sales

Expects ASP to remain flat for Q3.

https://mp.weixin.qq.com/s/wmdGbh3mn7wpT9yXw3-CvQ

Longi targets 90-100GW wafer sales and 50-60GW modules sales in 2022

If achieved, translates into sales of +35% and +40% respectively YoY

https://mp.weixin.qq.com/s/GWd0QqIPREBED9g--7e7oA

Jinko TOPCon M10 cell efficiency certified by Chinese Academy of Metrology at 25.7%

https://mp.weixin.qq.com/s/uq0fS_XrH5fyH6v5nL0Tsg

https://www.prnewswire.com/news-releases/jinkosolars-high-efficiency-n-type-monocrystalline-silicon-solar-cell-sets-new-world-record-with-maximum-conversion-efficiency-of-25-7-301533982.html

100MW tender results above RMB2/wp spurs controversy

If the tender is indeed for 100MW, JA won the bid at ¥2.003/wp.

If the tender is for 105MW, JA won the bid at ¥1.908/wp.

Delivery before end Q2.

https://mp.weixin.qq.com/s/_MHcEaA8eurAuYcSjWfknA

China’s share of world’s polysilicon production grows from 30% to 80% in just one decade

https://www.solarpowerworldonline.com/2022/04/chinas-share-of-worlds-polysilicon-production-grows-from-30-to-80-in-just-one-decade/

https://www.bernreuter.com/polysilicon/manufacturers/#the-top-ten-ranking-of-the-world-s-largest-polysilicon-manufacturers

TotalEnergies Adds 4 GW to its Solar Portfolio with the Acquisition of Core Solar (Texas USA)

https://finance.yahoo.com/news/united-states-totalenergies-adds-4-063400962.html

Upcoming National Holidays

Friday: Japan, Bangladesh

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

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

Wednesday: China, Japan, Malaysia, Indonesia, Bangladesh, Thailand, Turkey

Next week Thurday: Japan, Korea, Indonesia, Bangladesh