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Chinese PV Industry Brief: Major solar manufacturers report steep full-year losses

JA Solar, TCL Zhonghuan, JinkoSolar, Trina Solar and Daqo each announced significant losses for full fiscal year 2025 amid continued price declines and overcapacity.

World-first 560 C Carnot battery unveiled as SPIC launches ultra-high-temperature heat storage

Chinese state-owned power group SPIC has launched a 1 MW / 4 MWh pilot, showcasing a long-duration energy storage alternative to conventional lithium-ion batteries and compressed air energy storage (CAES).

China to abolish solar export tax rebates in April

China will scrap value-added tax export rebates for PV products from April 1, 2026, while cutting battery rebates ahead of a full phaseout, raising export costs for manufacturers and potentially pulling shipments forward into early 2026.

China’s competition regulator halts $7 billion plan to consolidate polysilicon industry

China’s antitrust regulator has halted an industry-led effort to reduce polysilicon capacity and coordinate pricing, ordering full rectification of actions that contributed to rising market prices. Futures fell sharply after the intervention.

China’s switches on world’s first GWh-scale supercapacitor-energy storage project

The 500 MW/1 GWh Jiayuguan NingSheng project combines lithium batteries and supercapacitors to support grid stability and renewables integration.

Chinese PV Industry Brief: Polysilicon prices jump over 9% as China supply tightens

Polysilicon prices in China rose sharply this week as reduced output, higher costs, and strong downstream demand pushed transactions above CNY 60,000 ($8,590) per metric ton (MT). Module prices, however, remained stable, supported by firm procurement and tight wafer supply.

JinkoSolar pushes on perovskite-silicon tandem solar with new partnership

JinkoSolar has signed a strategic cooperation agreement with XtalPi, an “AI for Science” platform company, to pursue high-throughput R&D on perovskite-crystalline-silicon tandem solar cells using an AI platform and quantum-physics-based models.

Corrosion-free bromine flow battery promises longer life and higher energy density

A new two-electron bromine chemistry sharply cuts corrosion while boosting performance, opening a clearer path for zinc–bromine flow batteries at grid scale.

Rising silver prices drive China’s Longi shift to copper-metallized solar cells

China’s Longi says it will begin mass production of base-metal PV modules in the second quarter of 2026 as rising silver prices intensify pressure to reduce metallization costs.

JA Solar, Trina Solar tie for top spot in Wood Mackenzie ranking

Wood Mackenzie’s first-half 2025 solar module ranking places JA Solar and Trina Solar jointly at No. 1 and introduces a new “Grade A” benchmark aimed at procurement and project finance decisions.

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