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SSX Daily News BLAST - 01/12/2021
REC to order 400MW HJT line from Maxwell for Singapore production
Following the 400MW order, REC also issued 6GW bid invitations to major suppliers (including India's 4GW + Singapore's 1.8GW), and plans to start production at the end of 2022. REC is also preparing to reach 15GW of HJT production capacity in 2023, including 10GW in India and 5GW in Singapore.
https://mp.weixin.qq.com/s/WKNieENy6VOm-hi3CjRVpA
630kW multi module China tender awarded at RMB1.66 ($0.231)/wp
https://mp.weixin.qq.com/s/7l8-F7VTiv0-1zeugN237g
DAH Solar fully acquires wafer maker Jingtian New Energy
Expanding DAH’s PV supply chain with ~1.5GW/yr wafer capa.
https://guangfu.bjx.com.cn/news/20211130/1190989.shtml
Jinko reports 4.993GW of shipment in Q3, incl 4.671GW modules, 322MW cells and wafers; down 4% QoQ and down 2.4% YoY
Large-sized module nearly 50% of shipments in Q3, up from <20% in 1H2021.
Q4 shipments est. 7.3~ 8.8GW.
2021 total shipment est. 22.8~24.3GW.
https://guangfu.bjx.com.cn/news/20211201/1191096.shtml
Zhonghuan GM: demetallisation is the right path for cell technology
https://mp.weixin.qq.com/s/521xwOZjNexJ2LmnZPH-5A
Aurora Announces Wafer Tracking System Cooperation with China Baibart
Germany allocates 510MW of PV in latest tender, average volume-weighted award value 5.00ct/kWh
Tender was oversubscribed with 232 bids totaling 986MW.
https://renews.biz/74001/germany-awards-510mw-solar-tenders/
Koch expands its solar reach with EPC firm acquisition
https://pv-magazine-usa.com/2021/11/30/koch-expands-its-solar-reach-with-epc-firm-acquisition/
2022 outlook: total 220-230GW; of which China 70GW, US 40GW, India 15GW
Germany 10GW; Australia 10GW; JP and SK 14GW together
https://mp.weixin.qq.com/s/dPBQ0G6w2ONDbq_d1tRrow
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