On December 13, 2025, Tianneng Vietnam Factory Phase II project of Tianneng Group's Hoang Mai Base in Vietnam officially commenced operations, coinciding with the Asia-Pacific Partners Conference. The launch of this project marks a new stage in Tianneng's industrial layout in Vietnam and further solidifies the foundation for its global and regional collaborative development.

New Delhi quietly renewed BIS certification waivers through September 2026, even as it talks tough on Chinese overcapacity. The contradiction reveals more about India's industrial gaps than its trade policy convictions

JinkoSolar's Hai Ha solar cell project in Vietnam was officially terminated on March 11 following the company's request to halt development. The facility, originally planned for 4 GW of cell and 3 GW of module capacity with a revised investment of $294.2 million, had its investment certificate revoked. The decision was primarily driven by the 'US' Department of Commerce imposing steep antidumping duties (over 120%) on Vietnamese 'PV' cells in June 2025, worsening the economics of exporting. Despite this cancellation, JinkoSolar is not fully withdrawing from Vietnam and maintains around 10 GW of integrated n-type capacity. The company is reportedly pivoting its global strategy toward other markets like the Middle East and the wider Asia-Pacific region.

In Q1 2026, China’s aluminum semis exports showed a pronounced pattern of product-category divergence amid the interplay of three factors: the long-term impact of the cancellation of export tax rebates in December 2024, the divergence in demand structures outside China, and the sudden outbreak of geopolitical conflict in the Strait of Hormuz.....

Ningbo Jintian Copper (Group) Co., Ltd. invested in and constructed in Vietnam a high-precision copper busbar production project for liquid cooling heat dissipation and rack busbar applications, with an annual output of 30,000 mt.

[SMM Steel] On March 31, 2026, analysts projected a mixed corporate earnings outlook for Vietnam in the first quarter of 2026. While sectors like construction, retail, and industrial real estate are expected to show strength, the steel, banking, and securities sectors face slower momentum. In the steel industry, a widening gap is emerging between integrated upstream producers and downstream manufacturers, with the latter increasingly vulnerable to global trade volatility and tightening environmental mandates.

In March, European APT prices surged 30%, driven by persistent supply shortages, widening the price gap with China to over $400/mtu. Tungsten scrap markets saw panic selling mid-month but stabilized toward month-end. China entered a consolidation phase as mining quota were released, yet strong fundamentals point to renewed upside ahead.

India’s steel market in 2026 is expected to remain balanced, with demand slightly outpacing supply. Domestic consumption will absorb most output, while imports decline overall and exports increase modestly as a balancing mechanism. Supported by strong growth and infrastructure investment, India is transitioning toward a demand-led steel market with solid long-term potential.

The US International Trade Commission (USITC) has initiated a Section 337 investigation into imports of certain TOPCon solar cells and modules following a patent infringement complaint by First Solar. Filed on February 24, 2026, the complaint targets 47 respondents across the US, China, India, Vietnam, and other nations, including major manufacturers like Canadian Solar, JA Solar, JinkoSolar, and Trinasolar. First Solar alleges these companies infringe on its TOPCon patents and is seeking exclusion and cease-and-desist orders to restrict their sale in the US. Respondents have 20 days to reply. An Administrative Law Judge will issue an initial determination, with the potential to bar offending products from the US market and further disrupt the solar supply chain

Australian producer Lynas Rare Earths is working to produce rare earth metals at a plant in Vietnam that will be built by South Korean company LS Eco Energy, with priority initially given to the production of samarium. Lynas said that under a preliminary agreement, it will supply rare earth oxides to LS Eco Energy’s rare earth metal plant expected to be established in Vietnam for further processing.