SSX Daily News BLAST - 15/10/2021
China’s NEA confirms domestic installation exceeds 22GW in Q1-Q3 2021
https://mp.weixin.qq.com/s/ZQqr5xvJB96s6sXYUfbWBw
NEW player Taiyuan Yujing New Materials set up for ingot/wafer R&D and production
from JV between Hunan Yujing Machinery, Nantong Youtuo New Energy and Haofa PV Equipment
https://mp.weixin.qq.com/s/OX28ITq1nmSwycQa-G-V8A
China Silicon wafer price up by around 7.5% WoW
G1 @RMB5.53/wp (+6.4%)
M6 @RMB5.74/wp (+8.3%)
M10 @RMB6.86/wp (+7%)
G12 @RMB9.1%/wp (+8.6%)
https://mp.weixin.qq.com/s/SCfjhhpSxDvjkVihb0vGdA
Runergy contracts 1.3B pcs wafers from Shuangliang
200M pcs Jan-Dec 2022 (monthly quantities to fluctuate less than 15% MoM),
500M pcs 2023
600M pcs 2024
https://guangfu.bjx.com.cn/news/20211015/1181677.shtml
CGN’s module tender for 60MW of 540W dual-glass modules: average bid price RMB2.1/Wp
T1 module makers offered lowest bid price @RMB1.95/Wp
Highest bid price @RMB2.208/Wp
First batch to be delivered before end Nov'21. Balance by end May'22.
https://mp.weixin.qq.com/s/av16IzTafwNvNGKax4crJA
Akcome confident HJT modules prices lower than PERC by 2026
With wafer thickness 90um
HJT modules are currently priced at RMB0.2/Wp higher than PERC.
Akcome’s targets export of 1GW HJT modules in 2022.
https://guangfu.bjx.com.cn/news/20211014/1181578.shtml
Weekend Gossip! Liu Baohua, former deputy head of the NEA found guilty of accepting RMB70.73M bribes between 2000 and 2020
https://mp.weixin.qq.com/s/RaiG0NdT7vRvJQV_O3e8LA
SEG Solar bumps up module production in Cambodia to 500MW
Production commencing this month for 540W, 182mm modules; first batch ready to ship EOY
EDF invests in Vietnam’s rooftop solar market through VinaCapital subsidiary SkyX Solar
Europe’s intensifying energy crisis sends PPA price offers up 8% QoQ
Sun Cable customer collapses as energy crisis widens to Singapore
Upcoming National Holidays
Today: India (Delhi, Gujarat, Maharashtra), Bangladesh, Ukraine
Tuesday: India (Delhi, Gujarat, Maharashtra, Telangana), Malaysia
Wednesday: Indonesia, Bangladesh