[Solar: Algeria’s 15GW solar plan enters bankability and grid execution phase]

[SMM Silicon-based PV Morning Meeting Summary: EVA Prices to Continue Slight Uptrend, Cell Prices Remaining Differentiated] Topcon solar cell market continued the size differentiation pattern, with price trends widening further for each specification. The 183mm size, supported by tight supply and related policy factors, saw prices continue to rise, with a producer already closing deals at 0.275 yuan/W, and the transaction range raised to 0.268-0.273 yuan/W; For 210R, low-price supply increased, with actual orders at 0.255 yuan/W gradually emerging, and the transaction range shifted down to 0.257-0.262 yuan/W; For 210N, the transaction center moved down, with mainstream deals shifting from 0.265 yuan/W to 0.26 yuan/W, with only a few producers holding original quotes, and the price index range adjusted to 0.259-0.264 yuan/W. Overall, except for 183mm which strengthened due to tight spot supply, the 210 series faced relatively high inventory pressure, with market bargaining room continuing to widen, and the futures differentiation trend persisted.

On July 28 local time, the U.S. Federal Communications Commission updated its Covered List to include foreign-produced advanced robotic devices and connected power inverters. Under the new rules, models that have not yet secured FCC equipment authorization will be barred from the U.S. market, while previously authorized models are not immediately affected. In this situation, what is the impact to the current market players?

China formally ended the value-added tax export rebate for photovoltaic products on April 1, 2026. In the first days after implementation, higher export costs and the renegotiation of existing contracts briefly lifted some module offers. That support proved short-lived.