[Solar PV: France Launches 925 MW Tender with Strict Supply Chain Resilience Rules]

[SMM Silicon-Based PV Morning Meeting Minutes] Polysilicon: N-type recharging polysilicon was quoted at 34-36 yuan/kg. Polysilicon prices remained relatively stable during the holiday, with extremely limited order signing in the market. Crystal pulling plants had no significant procurement demand for the time being. Post-holiday surveys and conferences were scheduled, and the market was watching subsequent developments. Wafer: Market prices for 18X wafers were 0.9-0.93 yuan/piece, 210RN wafers were 1.00-1.03 yuan/piece, and 210N wafers were 1.2-1.23 yuan/piece. During the holiday, wafer prices remained stable, and cell prices were expected to rise after the holiday.

The Netherlands Authority for Consumers and Markets (ACM) has announced plans to introduce a grid fee for large-scale electricity producers, including solar power plants. The tariff is expected to take effect no earlier than January 2032, requiring producers to contribute to grid maintenance and expansion costs to promote more efficient network utilization. ACM stated that the fee will be phased in gradually and will be closely aligned with the tariff structure in Germany, the Dutch energy market’s largest trading partner.

Indonesian state-owned utility PLN has opened the Mentari Nusantara I solar tender, targeting a total capacity of 1,225 MW across various regions, including 600 MW in Java, 340 MW in Kalimantan, and 120 MW in Maluku and Papua. Launched on April 30, the tender uses the 'Giga One' integrated procurement scheme designed to bundle projects and boost economies of scale. The target commercial operation date for the projects is 2029. The initiative represents a major step toward Indonesia's ambitious target of building 100 GW of solar capacity, building upon the country's current installed capacity of 1.49 GW.