SSX Daily News BLAST - 25/10/2021

China’s NEA: PV power generation Jan-Sep 2021 totaled 22.9GW, a far cry from this year’s 60GW target, points to "erratic polysilicon"

According to Wang Shijiang, China Photovoltaic Industry Association, the PV supply chain is in a state of collapse; solutions are needed to avoid systemic crisis caused by “crazy coal” and “erratic polysilicon”. His report also highlighted how polysilicon price hikes caused serious losses to module makers, creating "breach of contract integrity" problems for downstream enterprises and adversely affecting downstream installed demand.

https://mp.weixin.qq.com/s/NdG15sfu9Ehp5VU-8g4HJA

China cell manufacturers’ operating rates averaging 53.95%, up 10% from 12 Oct

182mm takes over as mainstream size, accounting for 45.67% of market share

158mm market share falls below 10%, hopeful for rebound after electricity restrictions are lifted

https://mp.weixin.qq.com/s/t56m-FRPqva6I-s5v_vrkg

Hongyuan Phase III 10GW Mono wafer slicing project commences operation

Construction started July 2021, mainly focused on slicing capacity of 182mm, 210mm wafers

https://guangfu.bjx.com.cn/news/20211022/1183163.shtml

JYT’s 10GW large-sized solar wafer project passes environmental assessment

https://mp.weixin.qq.com/s/LNKWI9W2lm6tWM_1h7S6tQ

Akcome starts construction on 8GW HJT cell project in Zhejiang Province

https://mp.weixin.qq.com/s/PhXaQ-bFp3WH3REZUJp2XQ

LONGi’s commercial-size HJT(M6) solar cell smashes record again, conversion efficiency reached 25.82%

https://mp.weixin.qq.com/s/dpiQeYTN8qfLajmuwZTuUg

GCL overcoming Perovskite mass production problems in world's first 100MW large-area perovskite PV module production line

Target size reaches 1m x 2m, module efficiency exceeds 18%, cost 70% lower than crystal silicon, and service life expected to surpass 25 years.

It is expected to be the first to explore a technical route with the most competitive and cost-effective advantages.

https://mp.weixin.qq.com/s/Xiw3OUEyP6UuTQJ23Rmb5w

German wafer manufacturer Nexwafe secures €32M

Of which Reliance contributed €25M

https://www.pv-magazine.com/2021/10/22/nexwafe-closes-financing-round-with-e32-million/

TotalEnergies in talks with Libya about solar opportunities, including 500MW solar power plant

https://www.libyaherald.com/2021/10/23/frances-total-energies-discusses-alternative-energies-with-pib-including-500-mw-solar-projects/

Sojitz, Osaka Gas in JV to launch industrial and commercial rooftop solar installations in Vietnam’s Dong Nai Provice

https://japantoday.com/category/tech/sojitz-corporation-osaka-gas-co.-ltd.-and-looop-inc.-sol-energy-begins-rooftop-solar-generation-business-in-vietnam

Taiwanese insurer Cathay Life looking to double its NT$10B investments in local solar projects

https://www.taipeitimes.com/News/biz/archives/2021/10/25/2003766697

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