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)

https://www.livemint.com/industry/manufacturing/govt-to-increase-pli-funding-for-solar-manufacturing-to-rs-24-000-cr-minister-11636867597914.html

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

https://uk.investing.com/news/commodities-news/british-export-credit-agency-to-finance-turkeys-biggest-solar-energy-plant-2511465

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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