PV 618 Removed the 80% Hard Cap, Ushering In New Opportunities for the Industry

Published: Mar 30, 2026 10:06

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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.

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