[SMM PV News] Premier Energies Unveils India's First 0BB TOPCon Solar Cell

[SMM Silicon-Based PV Morning Meeting Minutes] Silicon metal: Yesterday, SMM east China oxygen-blown #553 silicon was at 9,000-9,200 yuan/mt, and #441 silicon was at 9,200-9,500 yuan/mt. Yesterday afternoon, silicon metal futures prices fluctuated sharply due to macro disruptions, with the most-traded contract’s low falling below 8,200 yuan/mt and closing at 8,205 yuan/mt near the end of the session. Some silicon enterprises in northern China lowered their quoted prices, but they still lacked the price advantage held by spot-futures traders, and downstream users mainly bought the dip. Polysilicon: N-type recharging polysilicon was quoted at 48-55.8 yuan/kg, and the polysilicon price index was 51.38 yuan/kg. Overall polysilicon prices were relatively stable. The market previously had some expectations of price cuts, but as cost-based pricing was again “called for,” the market developed expectations that meetings would be held again. Wait-and-see sentiment has increased somewhat, and polysilicon is showing a short-term trend of stabilizing after halting declines.

Recently, geopolitical turbulence in the Middle East has emerged, bringing a certain degree of impact to the overall overseas PV market. Below, we provide an in-depth analysis of the current Middle East PV market from various perspectives:

CHN Energy has fully commissioned its 4 GW Lingwu PV project in Ningxia, following the grid connection of its Phase II 2 GW section. Part of a massive 6 GW mining-subsidence base, the site will deliver 10.8 TWh annually to the east via the 800 kV Ningxia-Zhejiang UHVDC line. The project pioneers a 'solar-coal-storage-hydrogen' model, bundling PV with existing thermal assets and a 400 MW/800 MWh grid-forming storage system to smooth variability. By repurposing degraded coal lands, integrating 'PV + ecology' for vegetation recovery, and sharing an existing 750 kV coal plant substation, the base sets a benchmark for land reuse and long-distance clean energy transmission in western China.