SMM review and forecast of film and granules prices

The Alliance for American Solar Manufacturing and Trade has asked the US Department of Commerce to launch a nationwide anti-circumvention probe into solar imports from Ethiopia. AASMT alleges that Chinese-origin wafers are being processed into cells in Ethiopia and then assembled into modules in Ethiopia or Vietnam for export to the US, bypassing existing AD/CVD duties. The petition comes after US imports of Ethiopian solar products surged from zero in June 2025 to over USD 300 million by year-end, raising concerns that Ethiopia may become a new circumvention route amid tighter US scrutiny of solar supply chains.

Recently, an investor posed a question to Yunnan Aluminum Co., Ltd. (000807.SZ): Is the company's PV DC direct-supply to electrolysis cell technology a first in the industry? How many direct-connected green electricity projects are currently in operation and under construction in total? On May 14, the company responded: The technology of directly connecting PV-generated DC power to aluminum production is a first in the industry. The company has built distributed PV projects across 8 plant sites, with a total installed capacity of 252 MW.

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