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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%

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%

https://economictimes.indiatimes.com/industry/renewables/india-added-about-11-1-gw-of-solar-capacity-from-january-to-november-2021-report/articleshow/88273747.cms


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

https://www.msn.com/en-in/news/other/adani-green-seci-in-mega-4667-mw-solar-ppa/ar-AAROEea?ocid=BingNewsSearch


Bahrain to open tenders for rooftop solar next week

Bids will be received on Dec 23; winners will be awarded 20-yr PPAs

https://www.utilities-me.com/renewable-energy/bahrain-plans-to-open-bids-for-rooftop-solar-plants-next-week


Shell acquires US solar and energy storage firm Savion

https://www.energylivenews.com/2021/12/15/shell-acquires-us-solar-and-energy-storage-firm/


Upcoming National Holidays

Thursday: Bangladesh, South Africa

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