SSX Daily News BLAST - 29/09/2021
Upcoming National Holidays
Friday: start of Chinese Golden Week
Next week Monday: China, Taiwan, South Korea
Tuesday: China, Cambodia
Next week Wednesday: China, Cambodia
China polysilicon prices very much up this week
Around +11.0% WoW
RMB238/kg for mono chip
RMB236/kg for mono chunk
China's polysilicon production capacity will exceed 3 million tons in 2025. Overcapacity is imminent?
Gaoce's 10GW wafer plant in Jianhu on track, started construction
1st phase (5GW): operational in 2022
2nd phase (5GW): operational 12 months after production start of Phase 1.
Hengyuan 12GW module and Haiyouwei 20GW photovoltaic film project started
Average bid price RMB1.8962/wp for 1GW mono PERC (450W and 540W)
Delivery within 30 days.
Average bid from T1 companies: RMB1.932 ($0.264)/wp.
Average bid from others: RMB1.8783 ($0.257)/wp.
Meyer Burger Plans 400 MW U.S. Solar Module Manufacturing Facility