China Photovoltaic Industry Association

After managing to bear down on costs enough to compete with coal-fired generation, it appears solar developers in China now face a new hurdle to overcome – resistance from grid companies.

Power generation statistics released by the National Energy Administration appear to confirm the nation added 12 GW of solar last month. China also deployed another 41 GW of polluting coal-fired power plants last year.

An insider at the China Photovoltaic Industry Association has told pv magazine there was an end-of-year rally after less than 18 GW of new capacity was installed to the end of November.

As solar and wind power enter the post-subsidy era, the next few years will be critical for China’s energy transition with investors learning to navigate the uncertainties of market reforms. With the 14th five-year plan – touted as a watershed in China’s energy system development – in the works, a report has recommended clear targets for 2021-2025 in terms of solar and wind power deployment and a reduction of coal consumption.

Huanghe Hydropower Development has started work on the first phase of a huge renewable energy project which will eventually feature 10 GW of solar generation capacity along with 5 GW of wind and 1 GW of concentrating solar power. Trina will supply 600 MW of modules to the first phase of the facility.

The China Photovoltaic Industry Association secretary-general has revealed the world’s biggest solar market is unlikely to add more than 30 GW of solar generation capacity this year after just 17.5 GW was installed to the end of October.

The world’s solar superpower added only 16 GW of new generation capacity up to the end of last month, according to the head of the main industry association. Short of a ten-week miracle, the annual capacity figure seems set for a second consecutive steep annual decline.

The Ningbo-based manufacturer shipped more than a quarter of the panels it exported in the first six months of the year to the eastern European nation. All the big manufacturers posted rising shipment volumes as emerging markets made up for slow growth in their homeland.

The latest figures show the solar policy vacuum, and related dearth of demand in China earlier this year accelerated price reductions for cell makers. Although prices are expected to rebound in line with renewed thirst for solar in China, cell makers such as Tongwei are feeling the pain.

Quasi-governmental body the CPIA has released first-half figures for the world’s biggest solar marketplace which show production volumes for export markets continuing to expand and the domestic picture set to rebound after public solar subsidy levels were published.