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SSX Daily News Blast - 09/02/2022

US: Auxin Solar files anti-circ case against VN, MY, TH, and Cambodia

Another serious threat to SEA based manufacturing + US developers.

DOC to make a decision before March 10th.

See note by Philip Shen (Roth Capital) pshen@roth.com

https://www.bloomberg.com/news/articles/2022-02-09/u-s-solar-firm-seeks-tariff-action-against-key-asian-nations


China polysilicon prices up slightly <1%

Mono Chip ¥242.7/kg (+0.66%)

Mono Chunk ¥240.2/kg (+0.71%)

https://mp.weixin.qq.com/s/sUuTL96KTTeb-1GtOlmufQ


JA Solar to increase integrated production capacity in Vietnam and Malaysia

Vietnam: 1.5GW wafer, 3.5GW modules, 3.5GW cells under construction and expected to come online H1 of 2022.

Malaysia: 1.5GW cells

https://guangfu.bjx.com.cn/news/20220209/1203148.shtml


SolarSpace invests ¥11.5 bil in TOPCon cells and slicing project in Jiangsu

Project to be constructed in 2 phases: Phase 1 - installation, commissioning and production commencement targeted for end 2022; Phase 2 construction to start in March 2023 and operating by end 2024.

The specific scale of the project was not disclosed.

https://guangfu.bjx.com.cn/news/20220208/1203045.shtml


Upcoming National Holidays

Friday: Japan

Next week Wednesday: Thailand, Sri Lanka

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