Monocrystalline module manufacturer Longi is venturing into new territory but missed out to its rival on two big panel orders from a state-owned power company.
In-country analyst the AECEA has speculated the authorities could be ready to wipe the slate clean for the start of the nation’s 14th five-year plan on January 1. The analyst has raised its solar expectations for the year but noted the sky-high price of polysilicon remains a concern for developers.
PV manufacturers unable to live with proposed new quality guidelines and project developers alike are set to be squeezed out by the state in the world’s biggest solar market, according to Frank Haugwitz, who has compiled a market update as preparations for the next five-year plan gather pace.
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.
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