Silicon Metal Production in May

Solar Energy Company recently disclosed that it plans to add new power stations with a total capacity exceeding 13.3 GW in 2026, representing an 18.55% increase over 2025. Meanwhile, the company's perovskite technology pilot line is expected to be completed by year-end, continuously advancing the industrialisation of next-generation PV technology.

On May 30, the Ordos Municipal Energy Bureau launched the competitive allocation of PV sand control projects for 2026, requiring that PV construction and desertified land remediation be designed, constructed, and accepted simultaneously. According to the plan, the installed capacity of PV sand control in Inner Mongolia is expected to exceed 21.4 million kW by 2025 and reach 89 million kW by 2030.

[SMM Silicon-Based PV Morning Meeting Minutes: Polysilicon Prices Temporarily Stable, Module Transaction Center Continued Weak] Last week, module prices in China maintained a downward trend. The atmosphere of enterprises competing on prices to push shipments intensified again, and currently, enterprise quotes for centralized modules also began to decline continuously. The overall market transaction center kept shifting downward, and subsequent module lows were expected to reach 0.7 yuan/W. Currently, distributed Topcon 183, 210R, and 210N high-efficiency modules were quoted at 0.742 Yuan/W, 0.749 Yuan/W, and 0.752 Yuan/W respectively, while centralized Topcon 182/183 and 210N high-efficiency modules were quoted at 0.723 Yuan/W and 0.743 Yuan/W respectively.