Featured in Mountains to climb – 05-2026

From rapid growth to high quality in China

China’s domestic market remains a key pillar of global PV demand. Market attention has shifted from pure capacity expansion to optimizing returns in a new cycle of high-quality development, according to Vikey Zhao of InfoLink Consulting.

Long-term PV demand in China remains positive despite multiple near-term challenges. 2026 marks a turning point toward high-quality development. China’s installed PV capacity grew rapidly from 2021 to 2025. More than 952 GW (AC) of solar was added over the period, according to data released by the National Energy Administration (NEA), with ground-mounted projects accounting …

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