[SMM PV] India HJT Module Production Launched

Germany’s renewable energy sector is calling for major changes to the draft EEG 2027, warning that the proposal could reduce rooftop solar investment and slow the energy transition. The draft would raise annual auction volumes for first-segment solar PV, mainly ground-mounted projects, from 9.9GW under EEG 2023 to 14GW for 2027-2032. However, it also proposes ending feed-in tariffs for new PV systems up to 25kW from 2027 and lowering the mandatory direct marketing threshold to below 100kW after a 36-month transition period. BEE and BSW-Solar warned that these changes would increase costs and complexity for small rooftop PV systems and could sharply reduce demand in the segment. Industry groups also criticized proposed rules on uncompensated curtailment in congested areas, possible grid connection cost burdens, and the new CfD framework.

This week, the weekly finished product inventory of PV modules increased by 1.1% WoW, mainly due to a reduction in low-price market orders and a slight decline in distribution purchases, causing inventory to edge up.