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China proposes ban on exports of perovskite, tandem solar manufacturing technology
China has proposed banning exports of selected high-efficiency perovskite and tandem solar manufacturing technologies, alongside new restrictions on advanced polysilicon, wafer and crystalline-silicon cell production processes. The proposed measures would cover 12 photovoltaic technologies, with public consultation open until Nov. 15.
Oct 16, 2026
Chinese PV Industry Brief: Trina Solar expands upstream ties with stake in encapsulation film maker
Trina Solar plans to acquire a 1.6% stake in Chinese PV encapsulation film manufacturer Betterial for CNY 40 million ($5.88 million). The investment aims to strengthen upstream supplier ties and improve supply chain stability.
China could produce the cheapest green hydrogen
China could produce green hydrogen at an average cost of $120/MWh, significantly less than Germany, the United States and Japan, according to researchers at the University of Cologne. The analysis highlights China’s cost advantages and the supply security risks associated with hydrogen imports.
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Chinese polysilicon producers weigh price floor, output cuts amid oversupply
Eight leading Chinese polysilicon producers reportedly discussed a minimum price of CNY 43,000 ($6,324) per metric ton and further output cuts at a closed-door meeting in Hangzhou. The proposals come amid persistent oversupply, weak demand and regulatory scrutiny of industry coordination.
China’s first 100 MW/1,000 MWh compressed CO2 storage plant connects to grid
China Huadian has achieved the first grid connection of its 100 MW/1,000 MWh compressed CO₂ energy storage plant in Xinjiang, marking a major milestone in long-duration energy storage. The facility offers 10 hours of storage and is expected to generate 200 GWh annually, supporting renewable energy integration and reducing carbon emissions.
Can Beijing end the race to the bottom?
China is tightening the rules of solar competition through cost accounting, mandatory efficiency standards, tax changes and capacity controls. The real test is not whether prices rise, but whether excess capacity is removed and the industry can return to sustainable profitability without losing its global cost and technology edge.
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PowerChina switches on 1 GW PV-CSP hybrid plant in northwestern China
PowerChina has completed grid connection of a 1 GW hybrid solar project in Qinghai province, China. The facility combines 900 MW of solar PV capacity with a 100 MW concentrated solar power (CSP) plant featuring eight hours of molten-salt thermal storage and a 20 MW electric heater to store surplus PV electricity.
Digital twin tech offers ‘anti-involution’ strategies for China’s PV industry
Researchers in China have developed a digital twin-based simulation framework to help PV manufacturers counter excessive price competition and declining profitability. The study found that combining moderate price increases with higher R&D investment could improve financial performance and long-term competitiveness, although the results remain unvalidated in real-world operations.
Chinese PV Industry Brief: Inner Mongolia advances 5.5 GW solar-desertification program
Inner Mongolia has approved a 5.5 GW solar and desertification-control program spanning the Ulan Buh and Tengger deserts. The projects will combine utility-scale PV development with the restoration of about 14,667 hectares of desertified land.
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