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SSX Daily News Blast - 31/05/2022

Tongwei raises M6 and M10 cell prices, G12 cell price flat MoM

  • 166mm cells @ ¥1.16/wp, +1.75% MoM;

  • 182mm cells @ ¥1.19/wp, +0.88% MoM;

  • 210mm cells @ ¥1.17/wp, remains unchanged MoM.

Last price update on 28 April.

DAS Solar N-type prices up MoM

  • Mono N-type 182mm bifacial cells up 1.6% (mainstream efficiency >24.6%) @ RMB1.27/wp, $0.177/wp;

  • Mono N-type 182mm bifacial double-glass modules up 1% (mainstream power > 560W) @ RMB2.05/wp, $0.287/wp.

  • Prices up in RMB, but flat in USD.

Latest data from China’s NEA indicate 121GW of PV projects under construction

Estimated 108GW of new PV power generation will be connected to the grid in 2022, +95.9% YoY.

Shuangliang sells 48kt/yr polysilicon production equipment to Dongli

Guosheng Energy’s 5GW HJT cells + 5GW modules project under construction

¥5 bn investment project to be implemented in 3 phases;

Phase 1 (1GW HJT cells + 1GW modules) is currently under construction.

Lightsource bp inks first Brazilian solar PPA

Borrego sells off solar development arm, including 8.4GW solar pipeline to energy-focused private equity investors

Upcoming National Holidays

Wednesday: Indonesia

Thursday: UK, Italy

Friday: China, Taiwan, UK, Thailand

Monday: South Korea, France, Netherlands, Germany, Norway, Spain

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