[Solar: Europe-bound freight rates rise sharply as port congestion disrupts module delivery]

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.

According to SMM data, silicon metal production in May was 331,300 mt, up 3.6% MoM and up 7.6% YoY. Cumulative silicon metal production from January to May 2026 was 1.6319 million mt, up 6% YoY.