SSX Daily News BLAST - 29/09/2021

Upcoming National Holidays

Today: Canada

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

https://mp.weixin.qq.com/s/PdKAAjdB1x_zvSbeoOKPZA

China's polysilicon production capacity will exceed 3 million tons in 2025. Overcapacity is imminent?

https://mp.weixin.qq.com/s/ei4q-XWT2KzlUdECzmpU_w

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.

https://mp.weixin.qq.com/s/RJv7xjbkc1f2eLZHht4Mqw

Hengyuan 12GW module and Haiyouwei 20GW photovoltaic film project started

https://mp.weixin.qq.com/s/FoVHHi0wo0BTmOpSYOMW_w

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.

https://mp.weixin.qq.com/s/5X_rZVPJ3ZcMudw7YtuKhA

Meyer Burger Plans 400 MW U.S. Solar Module Manufacturing Facility

https://solarindustrymag.com/meyer-burger-plans-400-mw-u-s-solar-module-manufacturing-facility