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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)

China polysilicon prices up slightly <1%

Mono Chip ¥242.7/kg (+0.66%)

Mono Chunk ¥240.2/kg (+0.71%)

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

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.

Upcoming National Holidays

Friday: Japan

Next week Wednesday: Thailand, Sri Lanka

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