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SSX Daily News Blast - 30/03/2022

China polysilicon up again WoW ~0.65%

Mono chip @ RMB249.8/Kg, up by 0.64% WoW.

Mono chunk @ RMB247.5/Kg, up by 0.69% WoW.

https://mp.weixin.qq.com/s/KzcyTrlPPD0fwxL51TDaXA


CNNC 6~7.5GW tender shortlists candidates; N type averages $0.269/wp

Averages:

440-460W monofi ¥1.8($0.25)/wp; bifi ¥1.8186($0.253)/wp

535-560W monofi ¥1.8201($0.253)/wp; bifi ¥1.8415($0.256)/wp

>585W monofi ¥1.831($0.255)/wp; bifi ¥1.8483($0.257)/wp

N type >555w bifi dual glass ¥1.9298($0.269)wp

https://mp.weixin.qq.com/s/JyS_gM_fx53zGvaAd9op6w


In Jan & Feb 2022, China produced approx 110kt of polysilicon; average price of mono-chunk @ ¥233/kg (Jan) and @ ¥240/kg (Feb)

Wafers: about 40GW produced, 5.1GW exported; average price of mono M6 wafer @ ¥5.05/pc (Jan) and @ ¥5.30/pc (Feb)

Cells: about 39.5GW produced; average price of mono PERC M6 cells @ ¥1.06/wp (Jan) and @ ¥1.09/wp (Feb)

Modules: total 21.9GW exported in Jan and Feb

https://guangfu.bjx.com.cn/news/20220329/1213899.shtml


Haoge's 600MW module factory starts production

Phase 2 (3 module lines + cell production) to start in 2H2022.

End 2023: 2GW module and cell production capacity.

https://guangfu.bjx.com.cn/news/20220330/1214087.shtml


Jiangxi seeking interested parties to invest in 10GW HJT PV cells & modules project

https://mp.weixin.qq.com/s/Xc1p-GVtTf6yDobP26Gz4g


LONGi’s HJT cells hit efficiency levels out of the ballpark with 25.47%

https://www.solarpowerworldonline.com/2022/03/longi-reaches-25-47-efficiency-with-latest-hjt-solar-cells/


JinkoSolar wins module delivery race, reaches 100GW milestone

https://en.prnasia.com/releases/global/jinkosolar-is-first-in-the-world-to-reach-delivery-milestone-of-100gw-of-total-solar-panels-356254.shtml


Maxeon not giving up on U.S. solar manufacturing hub

https://www.solarpowerworldonline.com/2022/03/maxeon-still-has-sights-set-on-u-s-solar-manufacturing-hub/


Maersk warns of delays and surging costs to supply chains from Shanghai lockdown

https://www.businessinsider.com/maersk-says-shanghai-lockdown-will-spark-rise-in-transport-fees-2022-3


Upcoming National Holidays

Friday: India

Monday: China, Taiwan, Pakistan

Tuesday: China, Taiwan

Next week Wednesday: Thailand

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