SSX Daily News Blast - 15/12/2021
China Cells segment operating at 64.3%, as of mid-Dec
Market shares: 182mm at 45%, 166mm at 30%, 210mm at 13%, and 158mm at 8%
https://mp.weixin.qq.com/s/UwmGl10KLAiny3Qxaa1g6Q
CPIA: Jan~Oct'21: 29.3GW solar installed (+34% YoY) of which distributed solar accounted for 65%
2021 to reach 45GW - 55GW this year
Q1~Q3 polysilicon output 360kt (+24% YoY); wafer output 165GW (+54% YoY); cell output 147GW (+55% YoY); module output 130GW (+59% YoY).
https://mp.weixin.qq.com/s/GxIqApLVwQejX9B_orzLHg
India: Jan~Nov'21: 11.1 GW of solar installed (+249% YoY) of which distributed solar accounted for 23%
GCL-Poly raised HKD5 billion to finance FBR production expansion
https://mp.weixin.qq.com/s/NUG8Hp7kmESbOADKVoBkEg
Xinyi to invest RMB23B in 200kt of polysilicon, 20kt of silica, 1.4kt/day of float glass
https://mp.weixin.qq.com/s/baI7KkcJgQrjSsnocoZWLw
Zhonghuan: G12 capa at 43.5GW up to Q3; to exceed 54GW by year end
https://mp.weixin.qq.com/s/2LQjkVxMiGXcCq0eI2givA
Zhonghuan: G12 wafer cost: 14% less per watt than M10, and 27% less than M6
210mm module costs RMB0.08/w lower than 166mm module, and 182mm module cost is RMB0.049/w lower than 166mm module
BOS cost of 600W + product is RMB0.08/watt lower than that of 585W product and is RMB0.15/watt lower than that of 450W product.
https://guangfu.bjx.com.cn/news/20211215/1193685.shtml
US Linton Technologies to assist Russia's EnCORE in building 1.34GW N-type wafer factory
Project completion expected end of 2022.
https://mp.weixin.qq.com/s/3wAlMijBwAqTO8DRslwKGg
Talesun to develop 5GW module manufacturing in Hebei
No details of the construction and timeline were disclosed.
https://www.sohu.com/a/508291686_418320
Adani Green, SECI ink mega 4.6GW solar PPA
Bahrain to open tenders for rooftop solar next week
Bids will be received on Dec 23; winners will be awarded 20-yr PPAs
Shell acquires US solar and energy storage firm Savion
https://www.energylivenews.com/2021/12/15/shell-acquires-us-solar-and-energy-storage-firm/
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