top of page
Search
  • SSX

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

0 views0 comments

Recent Posts

See All

GCL starts production at its new 30kt/yr FBR plant in Xuzhou Total FBR capacity in Xuzhou reaches 60kt/yr https://mp.weixin.qq.com/s/Ub4UyuSQssc67zBhBzzffQ CPIA: end 2021 global wafer capa @415GW, act

China polysilicon price up WoW Mono chips @ RMB268.5/Kg, up 0.41% WoW. Mono chunk @ RMB266.1/Kg, up 0.42% WoW. https://mp.weixin.qq.com/s/MkLa1IPYvjVKCD8-wbe0sQ US module makers put pressure on Biden

REC Silicon, Ferroglobe to establish traceable US solar supply chain https://www.pv-magazine.com/2022/06/14/rec-silicon-ferroglobe-to-establish-traceable-us-solar-supply-chain/ Risen Phase I 100kt sil

bottom of page