[SMM PV Flash] Latest! US Proposes to Ban Imports of Chinese PV Inverters

Recently, the Guizhou Provincial Energy Bureau issued the "Notice of the Provincial Energy Bureau on Issuing the Annual Construction Plan for 44 Wind and Solar Power Projects including the Shengtuan Wind Farm in Qixingguan District" (Qian Energy New [2026] No. 43), coordinating the deployment of a new round of wind and solar power projects across the province. A total of 44 projects have been included in this plan, with a total installed capacity of 3,864,300 kW, covering multiple cities and prefectures within the province. This injects green momentum into the province's accelerated efforts to build a new integrated energy base and advance the realization of the "dual carbon" targets.

The reporter learned from the Ministry of Industry and Information Technology that today, July 2, three mandatory national standards in the PV sector were officially approved and released. These standards set rigid constraints on energy consumption and energy efficiency across the entire chain of polysilicon, wafers, PV modules, and inverters, using standardized measures to refine the green management and control system of the PV industry chain, and providing institutional support for the high-quality development of the new energy industry. The Ministry of Industry and Information Technology, together with the National Development and Reform Commission (NDRC) and the State Administration for Market Regulation, released three mandatory national standards on PV energy consumption and efficiency: "Energy Consumption Limit per Unit Product of Monocrystalline Silicon", "Energy Efficiency Limits and Energy Efficiency Grades for Crystalline Silicon PV Modules and Inverters", and "Energy Consumption Limit per Unit Product of Polysilicon and Germanium". These standards cover key segments of the PV industry chain including polysilicon, wafers, modules, and inverters, set energy consumption and energy efficiency indicators for relevant products by grade, and strictly control high-energy-consumption and low-efficiency capacity in each link; for modules, they innovatively incorporate the evaluation indicator of coupled environmental stress-induced degradation rate.

On July 1, the Development and Reform Commission of Shaoxing City in Zhejiang Province announced the available capacity of distributed PV for Q2 2026 in Shaoxing. According to the announcement, the available capacity of distributed PV in seven areas of Shaoxing for Q2 2026 was 1,745.81 MW, with green warning levels in all areas except Shengzhou City and Xinchang County, which had yellow levels.