[Special Stock] OCI Holdings, Solar Material Exempt from US Tariffs... Direct Benefit Highlighted↑

OCI Holdings is showing strong performance. This is interpreted as being influenced by the news that the United States included polysilicon, a basic material for solar power, in the list of tariff-exempt items for reciprocal tariffs.

As of 9:12 AM on the 17th, OCI Holdings is trading at 64,800 KRW, up 9.09% compared to the previous day.

According to the solar power industry, basic materials such as polysilicon and wafers, known as the "rice grains of solar power," have been included in the 1,039 tariff-exempt items (HTSUS) directly announced by the U.S. government, which also includes rare minerals and chemical materials for vaccines. This list consists of items that are difficult for the U.S. to produce domestically and amounts to approximately 945 trillion KRW in value.

With this announcement, OCI Holdings, which is promoting the expansion of the solar power value chain within the U.S., is emerging as a representative beneficiary. OCI Holdings currently produces polysilicon in Southeast Asia, including Malaysia, Vietnam, and Thailand.

Meanwhile, OCI Holdings' Malaysian subsidiary, OCI Terasus, currently operates a polysilicon production plant with an annual capacity of 35,000 tons. In particular, it plans to increase production to 56,600 tons by 2027. Additionally, it is planning to expand a 2-gigawatt (GW) scale cell factory in Texas, USA.