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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

https://renewablesnow.com/news/solar-module-maker-seg-expands-production-in-cambodia-to-500-mw-757466/


EDF invests in Vietnam’s rooftop solar market through VinaCapital subsidiary SkyX Solar

https://e.vnexpress.net/news/business/economy/french-energy-company-invests-in-vietnam-rooftop-solar-developer-4371786.html


Europe’s intensifying energy crisis sends PPA price offers up 8% QoQ

https://renewablesnow.com/news/european-renewable-ppa-price-offers-jump-8-quarter-over-quarter-757408/


Sun Cable customer collapses as energy crisis widens to Singapore

https://www.afr.com/companies/energy/sun-cable-customer-collapses-as-energy-crisis-widens-to-singapore-20211015-p5908g


Upcoming National Holidays

Today: India (Delhi, Gujarat, Maharashtra), Bangladesh, Ukraine

Tuesday: India (Delhi, Gujarat, Maharashtra, Telangana), Malaysia

Wednesday: Indonesia, Bangladesh

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