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China’s NEA confirms domestic installation exceeds 22GW in Q1-Q3 2021
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
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%)
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
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.
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.
Weekend Gossip! Liu Baohua, former deputy head of the NEA found guilty of accepting RMB70.73M bribes between 2000 and 2020
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
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Wednesday: Indonesia, Bangladesh