[SMM PV News] 'EPPO' Probes Solar Subsidy Fraud in Slovenia

On June 18, 2026, the National Energy Administration officially implemented the new Guidelines for Assessing the Hosting Capacity of Power Systems for Distributed Power Supply Access, completely abolishing the rigid restriction of an "80% reverse transformer loading rate" that had been in place for six years. This move was of extraordinary significance: it broke the shackles on industry development, released trillion-level market potential, and marked the PV industry’s formal entry into a new stage of development with "no hard cap." The core of this new June 18 policy was "removing hard caps and adopting flexible regulation." This did not mean relaxing power grid safety requirements, but rather using a more scientific approach to balance safety and development.

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

[SMM Silicon-Based PV Morning Meeting Summary: Polysilicon Prices Remained Slightly Weak, While Module Prices Were Stable on the Surface but Fell in Practice] Over the weekend, N-type recharging polysilicon was quoted at 36-43.5 yuan/kg. Polysilicon prices still appeared slightly weak over the weekend, and the market reported that some crystal pulling facilities had extremely low target prices, which upstream suppliers had not yet accepted.