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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%


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).


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


Xinyi to invest RMB23B in 200kt of polysilicon, 20kt of silica, 1.4kt/day of float glass


Zhonghuan: G12 capa at 43.5GW up to Q3; to exceed 54GW by year end


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.


US Linton Technologies to assist Russia's EnCORE in building 1.34GW N-type wafer factory

Project completion expected end of 2022.


Talesun to develop 5GW module manufacturing in Hebei

No details of the construction and timeline were disclosed.


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


Upcoming National Holidays

Thursday: Bangladesh, South Africa

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