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SSX Daily News BLAST - 23/11/2021

FBR: market expected to reach 360kt in 2022

Based on 2022 global PV installation capacity estimate of 220GW + 1:15 capacity ratio + 2.85 kt polysilicon per GW module + FBR doping ratio of 30%, the potential market size of FBR is approx. 220kt. With the progress of production technology and use method of FBR in the future, doping ratio of FBR could be increased from 30% to 50%.

https://mp.weixin.qq.com/s/whfLiDXBdW433-1sPSjeKg


Haiyuan Materials to accelerate high-efficiency PV cells + modules project in Jiangsu

Phase 1: construction of 10GW cell production facility, to be completed in 2022.

Phase 2: construction of 10GW module production facility.

https://mp.weixin.qq.com/s/BlY3yZfgeis1efscUPzZnA


Eging PV intends to sell off idle assets, mainly 158.75mm cell and module production lines discontinued since May 2021

Original book value RMB650M; accumulated depreciation as of 31 Oct 2021 RMB282M, provision for impairment at RMB34M, and the final book value is RMB334M.

https://guangfu.bjx.com.cn/news/20211123/1189532.shtml


First Solar in multi-year agreement to supply up to 5.4GW modules to Lightsource BP and BP

https://finance.yahoo.com/news/lightsource-bp-bp-sign-multi-133000456.html


Tata to invest INR3000 Cr to build 4GW integrated PV cell production facility in Tamil Nadu

https://timesofindia.indiatimes.com/business/india-business/tatas-to-set-up-solar-panel-factory-in-gangaikondan/articleshow/87856393.cms


Vietnam lowers power capacity in latest national plan update

In the update, the ministry has excluded solar power capacity from the country’s energy backup capability to ensure power security.

https://www.retailnews.asia/vietnam-lowers-power-capacity-in-latest-national-plan-update/


Austrian module manufacturer Energetica files for liquidation

https://www.pv-magazine.com/2021/11/22/austrian-solar-module-manufactuer-energetica-files-for-insolvency/


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