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%
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
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
DAH Solar to build production facility for 2GW cells, 2GW modules in Hefei
Akcome to produce additional 8.2GW of HJT modules in Jiangsu
in phases from 2021 to 2024
HJT equipment maker says most orders are still for large size PERC
HJT and TopCon equipment orders remain 'small share'
Talesun to sell modules to Shanghai Huaneng in 5 contracts worth >RMB1.7 billion
Delivery within 30 days of request.
No details on volume.
UK Export Finance to invest £217M in Turkish Kalyon Enerji’s 1.35GW solar facility
Seraphim pledges global sustainable development with UNGC role
Tracker manufacturer Array Tech buys STI Norland for USD652M
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