[SMM PV News] Greece Launches First ’Apollo‘ Auctions for 600 MW Renewable Capacity; Solar-Storage Capped at €80/MWh

Pahal Solar has expanded its solar module manufacturing capacity to 3 GW, with the additional output successfully included in India’s Approved List of Models and Manufacturers (ALMM) as of February 7, 2026, and certified under BIS 2023 standards. Aligning with government push for domestic manufacturing, the company has also commenced construction on a new manufacturing complex in Surat. This new facility will house a 2 GW Tunnel Oxide Passivated Contact (TOPCon) solar cell unit and a 2 GW aluminum frame production unit, both targeted for commissioning by late 2026.

[SMM Silicon-Based PV Morning Meeting Minutes] Polycrystalline silicon N-type recharging polysilicon quotes 48.5-58.8 yuan/kg, granular polysilicon quotes 49-51 yuan/kg, the polysilicon price index is 52.6 yuan/kg, polysilicon prices rise slightly, mainly due to some manufacturers being affected by cost delineation subsequently raising expectations slightly, mainstream prices remain stable. Approaching Chinese New Year, market transactions slow down, overall atmosphere shows no significant changes.

[SMM Analysis: Space PV Stimulates Market Sentiment to Heat Up, Yet the Path to PV Commercialization Remains Long] On January 22, Musk strongly endorsed space PV during the World Economic Forum annual meeting in Davos, Switzerland, and disclosed key capacity plans. Musk stated that SpaceX and Tesla are simultaneously advancing solar capacity expansion, aiming to achieve an annual solar manufacturing capacity of 100 GW within the next three years to power ground-based data centers and space AI satellites. Following the earlier visit by Musk's SpaceX team to China to meet with Chinese PV enterprises, market sentiment in the PV sector further rose.