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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

Upcoming National Holidays

Today: Brazil

Tuesday: Mexico

Wednesday: Myanmar

Thursday: Myanmar, Cambodia, Sri Lanka, Morocco

Friday: India, Cambodia

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