[SMM PV Flash] New energy power generation enterprises are prohibited from "colluding" to raise prices!

On August 7, Mirwais Azizi, founder and chairman of AZIZI DEVELOPMENTS L.L.C. (hereinafter referred to as "Azizi Developments"), a major real estate developer in Dubai, led a team to visit Shanghai Hengxi PV Technology Co., Ltd. (hereinafter referred to as "Hengxi PV"). The two sides held discussions on PV module supply and other topics, and officially signed a strategic cooperation memorandum for a 3 GW energy project, with the initial phase focusing on the supply of 2 GW of PV modules. Jawed Ludin, CEO of Energy Business at Azizi Developments, and Hu Jianbo, Executive Deputy General Manager of Hengxi PV, signed on behalf of the two parties.

On August 6 local time, US President Trump signed an executive order under Section 232 of the Trade Expansion Act of 1962 to impose minimum import prices and additional tariffs on imported polysilicon and its derivative products, aiming to support the domestic polysilicon, semiconductor, and solar supply chains in the US. The minimum import price for polysilicon was set at $21 per kg, about 3.4 times the average price in China; polysilicon ingots and wafers at $100 per kg; and solar cells and modules at $0.22 per watt and $0.38 per watt, respectively. The measures will take effect on December 4, 2026. In response to the above news, a representative from Jinko Solar said that further assessment is needed for the new policies just introduced by the US, and communication can be made after the assessment is mature; reference can also be made to analyses by third-party institutions. On the same day, a representative from Trinasolar stated that the company mainly sells modules, and polysilicon is just a raw material for module production, one link in the industry chain. In addition, the company’s exports to North America are relatively small, and shipments are mainly conducted through partners, so the impact is temporarily limited. As of August 7, the board secretary office of JA Solar Technology did not answer the phone.

On July 14, at the site of LONGi Green Energy 2026 PV+ESS Innovation Technology Launch Event, ACM technology was first released. After 20 days, module shipments equipped with ACM technology had exceeded 500 MW.