SSX Daily News BLAST - 11/10/2021
Upcoming National Holidays
Today: South Korea, Taiwan, USA
Tuesday: Brazil, Nepal, Spain, India (West Bengal)
Wednesday: Nepal, Thailand, India (West Bengal)
Thursday: Nepal, India (West Bengal)
Friday: India (Delhi, Gujarat, Maharashtra), Ukraine
Tongwei cell prices increased
M6 RMB1.12/wp (+5.7% from 30th Aug)
G12 RMB1.12/wp (+7.7% from 30th Aug)
http://www.tw-solar.com/xinwen/qiyexinwen/
Reliance aquires REC at $771M
“RIL will strongly support REC’s planned expansions, including 2-3-Gw cells and module capacity in Singapore, brand-new 2-Gw cells and module unit in France, and another 1-Gw module plant in the US,” said the RIL statement.
“In India, silicon-to-PV panel manufacturing gigafactory, starting with 4GW per annum capacity and eventually growing to 10 Gw per annum,” added the statement.
Reliance acquires 40% stake in Sterling and Wilson Solar
[INDIA] Gov looking to postpone solar customs duty or project deadlines
Maxeon to set up 2.6 GW module hub in Mexico for U.S. market
https://pv-magazine-usa.com/2021/10/08/maxeon-to-set-up-2-6-gw-module-hub-in-mexico-for-u-s-market/
Hongyuan secured order with Longheng for wafers from Oct'21 to Sep'24
Quantity to be purchased--- Q4 2021: 23 million, 2022: 227 million, 2023: 240 million and Q1 to Q3 2024: 180 million. (TOTAL: 670M pcs)
The total amount may fluctuate up to not more than 15%.
https://mp.weixin.qq.com/s/unGI5pIzwhZOze_P83oNHg
Luoyang Glass to deploy two solar glass production lines
Capacity of 1,200 tons each;
To be completed within 30 months over 2 phases.
https://mp.weixin.qq.com/s/svGE1LEXdnUThGJy4XH4UA
CNNC module tender: Jinko wins at RMB1.94($0.267)/wp
19MW of 540W mono PERC modules
delivery within 20 days of contract signing
https://mp.weixin.qq.com/s/vGjfkhpWr_FmCOX050q96Q
Guangdong Hydropwer module tender results
193MW of 540W bifacial half cut cells modules
- 1st Division: 150MW 4Q21 delivery; highest bid @RMB2.1($0.289)/wp; Trina/Longi/JA bid RMB2.05($0.282)/wp.
- 2nd Division: 43MW 1Q21 delivery; highest bid @RMB2.1($0.289)/wp; lowest bid from Jinko @RMB1.88($0.258)/wp.
https://mp.weixin.qq.com/s/XcNZEbWEUk6YsW9hFLxKAA
182mm module cost crosses RMB2.0/Wp
https://mp.weixin.qq.com/s/-6vaBEa9doCYNw6Q_iHZSQ