Document No. 136 (DN136) has ushered in a fundamental change in China’s energy policy. Just over a year after its introduction in February 2025, the country’s solar industry is now beginning to grasp the consequences of a shift that has effectively rewired its understanding of returns, capital allocation and risk. pv magazine’s Vincent Shaw reports that while Chinese solar and storage are still growing, neither has quite the same swagger as before.
DN136 can be implemented differently in different provinces. Guangdong is a clear example of a market-first province.
Photo: Tim Wu/Wikimedia Commons
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