SSX Daily News BLAST - 15/11/2021
Cells segment finally seeing operating rates rise, hitting 59% on 12 Nov
Past average operating rates: 1 Sept 85%, 24 Sept 59%, 12 Oct 49%, 23 Oct 53.95%.
182mm cells have mainstream market share @ 42.44%; G1 @ 9.94% and G12 each @ 8.94%
https://mp.weixin.qq.com/s/CBYdeyQGUgWyo9ZSLHLW1g
China 150MW module tender shortlist: GCL @RMB1.88($0.261)/wp, Trina @RMB1.87($0.259)/wp, Hunan Red Solar @1.92($0.266)/wp
Delivery before end Jan 2022
https://mp.weixin.qq.com/s/SMFFc6TUW8DVn02yC1fUjg
India to pump additional INR195B ($2.6B) in PLI funding to grow domestic cells and module manufacturing
Initial funding was at INR45B
Total after this round: INR240B (USD6B)
Meike to supply 1.6 billion pcs Mono wafers to Aiko Jan 2022 - Dec 2024
Total contract value RMB11 billion; monthly price negotiation
2022: 0.4 billion pcs, 2023: 0.6 billion pcs, 2024: 0.6 billion pcs
https://mp.weixin.qq.com/s/cjch6GebavXDtvRw5PNPEw
DAH Solar to build production facility for 2GW cells, 2GW modules in Hefei
https://mp.weixin.qq.com/s/XO6VxYh78s3mvFm64mRSow
Akcome to produce additional 8.2GW of HJT modules in Jiangsu
in phases from 2021 to 2024
https://mp.weixin.qq.com/s/C1E5ogsAkAxO5LdpwVZEGQ
HJT equipment maker says most orders are still for large size PERC
HJT and TopCon equipment orders remain 'small share'
https://mp.weixin.qq.com/s/qU5TxtRCiqIYB4PVHu-4Hg
Talesun to sell modules to Shanghai Huaneng in 5 contracts worth >RMB1.7 billion
Delivery within 30 days of request.
No details on volume.
https://mp.weixin.qq.com/s/EUTyDh_AF_QkYH-5ux-sgg
UK Export Finance to invest £217M in Turkish Kalyon Enerji’s 1.35GW solar facility
Seraphim pledges global sustainable development with UNGC role
https://finance.yahoo.com/news/xinhua-silk-road-seraphim-joins-101000223.html
Tracker manufacturer Array Tech buys STI Norland for USD652M
https://solarindustrymag.com/array-technologies-acquires-sti-norland
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