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
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
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
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Next week Thurday: Japan, Korea, Indonesia, Bangladesh