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SSX Daily News BLAST - 15/10/2021

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

Upcoming National Holidays

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

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

Wednesday: Indonesia, Bangladesh

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