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.
CNNC 6~7.5GW tender shortlists candidates; N type averages $0.269/wp
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
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
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.
Jiangxi seeking interested parties to invest in 10GW HJT PV cells & modules project
LONGi’s HJT cells hit efficiency levels out of the ballpark with 25.47%
JinkoSolar wins module delivery race, reaches 100GW milestone
Maxeon not giving up on U.S. solar manufacturing hub
Maersk warns of delays and surging costs to supply chains from Shanghai lockdown
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Tuesday: China, Taiwan
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