Midea, Chint, Haier, and Skyworth Selected! Public Announcement of the Second Batch of Distributed PV Investment Enterprises in Funing County, Yunnan

[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.

The French energy regulator (CRE) has published specifications for the "AO PPE2 PV Sol" tender, targeting 925 MW of ground-mounted and agrivoltaic solar projects exceeding 500 kW. A dedicated 200 MW tranche is reserved for projects under 5 MW. The bidding window opens on July 20, 2026, and closes on July 30. The tender introduces significant supply chain resilience requirements in line with the European Net Zero Industries Act (NZIA). To qualify, projects must avoid assembly in dominant non-EU third countries.