China
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.
China has outlined a new five-year industrial roadmap for solar, batteries and energy electronics, combining support for next-generation technologies with tighter controls on manufacturing capacity and price competition. The Ministry of Industry and Information Technology (MIIT) and the National Development and Reform Commission (NDRC) released the Electronic Information Manufacturing Industry Development 15th Five-Year Plan on …
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