[SMM PV] Turkey Initiates Anti-dumping Investigation Against Chinese Solar Glass

[SMM Silicon-Based PV Morning Meeting Summary] Silicon metal: SMM oxygen-blown #553 silicon in east China was at 9,100-9,200 yuan/mt yesterday, and #441 silicon was at 9,300-9,400 yuan/mt. The most-traded futures contract hovered around 8,500 yuan/mt. Silicon metal prices continued to move sideways in a narrow range. In recent days, the market has seen no new news disruptions, leading to a stalemate in price changes. Increasing supply put prices under pressure in the short term. Wafer: Market prices for 18X wafers were 0.86-0.9 yuan/piece, 210RN wafers were 0.96-1.00 yuan/piece, and 210N wafers were 1.16-1.2 yuan/piece. Smaller factories have already begun to see transactions at lower prices. 18X wafers are under the most severe pressure, and the high end of the overall price range is trending further downward.

On June 22, with the successful grid connection of Unit 9 at Longyuan Power’s Hainan Qiyuan Offshore Wind Farm, China Energy’s total installed power generation capacity exceeded 400 million kW. Currently, the country’s total installed power generation capacity is approximately 4 billion kW, and China Energy accounts for about one-tenth of the national total, playing a “pillar” role in ensuring stable power supply and safeguarding energy security.

On June 22, the winning bid result for the public tender of PV module equipment procurement for the Dadu River Company’s Ganluo Phase II PV power generation project was announced. The winning enterprise was Jinko Solar Co., Ltd., with a unit price of 0.765 Yuan/W. The tender announcement indicated that the scope of this tender covers the PV module equipment procurement for the Ganluo Phase II PV power generation project (448.7087MWp), including but not limited to series connectors for matching modules, spare parts and special tools, PV module factory tests, packaging, insurance, transportation, training, installation guidance, and cooperation in project plan optimization, on-site commissioning and testing, participation in trial operation, and completion acceptance. The project does not accept consortium bids or bids from agents.