The Implementation of the "June 18 New Policy" Triggers a Boom in Distributed PV! Golden Opportunities Arrive for the So

Recently, the solar industry has been buzzing about a specific date – June 18.

This is not an e-commerce sales event, but rather the national implementation of the new version of the "Guidelines for Assessing the Carrying Capacity of Power Systems for Distributed Generation Access," effective June 18, 2026. This reform, dubbed the "Photovoltaic June 18 New Policy," boils down to one core change: abolishing the "80% hard cap" that has been in place for six years, fully easing restrictions on distributed PV grid connection.

In the past few years, the biggest pain point for distributed PV was not "installation," but "grid connection."

The old guidelines stipulated that the reverse load rate of a distribution transformer substation area must not exceed 80%. Once the load rate in an area crossed this red line, all new distributed PV projects in that area were prohibited until the grid was upgraded.

This led to an intractable situation: a few households in a village installing PV would label the entire village a "restricted zone," or an industrial park wanting to install PV for cost reduction faced indefinite project delays due to exceeding the load rate. Estimates suggest that over 50 GW of potential distributed PV capacity was suppressed nationwide due to this policy.

The new policy completely breaks this deadlock:

• Removal of the 80% hard cap, replaced by dynamic assessment. With energy storage configuration, the connection capacity limit can be relaxed from 80% to 85%-90%; with added safety control devices, it can reach up to 95%.

• Three-color zone management:

  • Green Zone (load rate <60%): Immediate connection approval.

  • Yellow Zone (60%-85%): Normal connection allowed with energy storage.

  • Red Zone (≥85%): No blanket ban; orderly connection permitted after grid upgrades.

• Significantly accelerated approval process: Implementation of AI-driven one-stop online applications, reducing the approval timeline from 30 working days to less than 3 days.

Industry forecasts predict that with the new policy in place, new distributed PV installations in China could exceed 80 GW in 2026 alone, with residential PV growth expected to surge over 90% year-on-year.

While grid connection issues are being resolved, another challenge persists: many rooftops are simply unsuitable for traditional PV panels.

• Insufficient load-bearing capacity of old factories: Traditional modules weigh 12-15 kg/m², too heavy for many roofs.

• Curved roofs cannot be installed: Industrial arched roofs and exhibition center domes are "no-go zones" for rigid panels.

• Fear of leaks on metal roofs: Penetrative mounting damages waterproofing, making owners hesitant.

These challenges are precisely where lightweight, flexible PV technology excels.

X-SOLAR's lightweight, flexible modules are specifically designed to solve these installation problems:

• Light: Only 30% the weight of traditional modules (approx. 2.9 kg/m²), easily accommodated by aging roofs.

• Flexible: Minimum bending radius of 0.5 meters, perfectly conforming to curved roofs, domes, and other irregular surfaces.

• Adhesive mounting: Zero-penetration adhesive application – no drilling, no damage to waterproofing.

Three key advantages directly address the pain points:

• Light – Solves the load challenge.

• Flexible – Overcomes shape constraints.

• Adhesive – Eliminates waterproofing worries.

• Curved Industrial Canopies: Traditional PV was deemed "impossible." X-SOLAR flexible modules are laid directly along the slope, requiring no mounting structures.

• Aging Factory Roofs: Facing challenges of low load capacity, rusty metal decks, and high leak risks, X-SOLAR enables "solar freedom for old factories."

• Curved Villa Roofs: For a high-end villa in Malaysia, X-SOLAR's BIPV curved tiles achieved "no visible racks, no visible cables," integrating seamlessly with the roof.

• Building-Integrated PV Walls: X-SOLAR flexible modules can adhere to concrete or metal curtain walls without penetrative fixtures. A wall previously only providing shelter thus becomes a mini power station. For urban buildings with limited land, this effectively converts the building's entire "surface area" into "power generation area" without occupying extra land.

These successfully implemented projects prove one thing: It's not that rooftops are unsuitable, but that previous solutions had limitations. When the industry gains the ability to "adapt," countless previously abandoned markets become revitalized.

The implementation of the June 18 New Policy signals the distributed PV sector's transition from "scale expansion" to a new phase of "high-quality development." The grid connection bottleneck is being broken, opening the door wide to the market.

However, for solar companies, "ability to connect" does not equal "ability to install." As existing rooftops become the primary battleground, "installability and stability" are the core competitiveness.

X-SOLAR's lightweight, flexible modules, built on the core capabilities of being "Light, Flexible, and Adhesive," enable every square meter of idle rooftop to generate green energy value under the new policy dividend.

The trillion-yuan market is open. The golden era of flexible solar has just begun.