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Markets & Policy
Chinese PV Industry Brief: Polysilicon prices continue to edge lower Polysilicon prices continued to edge lower in China this week, while wafer prices remained unchanged, reflecting ongoing weakness in the upstream solar supply chain.
Vincent Shaw
Jun 26, 2026
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Markets & Policy
SNEC 2026 ESS readout: Storage moves from add-on to grid asset At SNEC 2026, energy storage shifted from a PV add-on to core grid infrastructure, driven by long-duration systems, grid-forming technology, sodium-ion scaling, AI data center demand, and rapid vertical integration across the value chain. The industry is moving toward system-level competition where duration, intelligence, and full-stack capability matter more than standalone battery performance.
Vincent Shaw
Jun 22, 2026
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Markets & Policy
Chinese PV Industry Brief: Polysilicon prices decline for third consecutive week The price decline is attributable to continued inventory pressure and the restart and ramp-up of output by some producers in June, which have reinforced expectations of rising supply and prompted some polysilicon manufacturers to cut prices to reduce stock levels.
Vincent Shaw
Jun 19, 2026
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Markets & Policy
China Resources New Energy launches Shenzhen IPO targeting record $3.4 billion raise The proceeds will fund 7.18 GW of wind and solar projects across China, supporting the company’s expansion and its parent’s strategy to separately list its renewable energy business on the mainland.
Vincent Shaw
Jun 17, 2026
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Markets & Policy
China proposes PV product grading system in bid to drive industry consolidation China has proposed a PV product grading system that classifies modules into three quality tiers based on reliability, performance, and environmental attributes. The framework is expected to influence procurement, financing, and insurance decisions in a bid to drive industry consolidation.
Vincent Shaw
Jun 16, 2026
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Applications & Installations
World’s largest solar-hydrogen-storage project goes online in China CHN Energy has completed construction of a 400 MW solar-hydrogen-storage project in Jiangsu, combining coastal PV, battery storage and green hydrogen production in a single integrated system. The project, which includes a 60 MW/120 MWh battery and a hydrogen facility producing 482 tons annually, is expected to begin full operations after hydrogen commissioning in August 2026.
Vincent Shaw
Jun 15, 2026
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Markets & Policy
Chinese PV Industry Brief: Daqo expands beyond polysilicon Daqo New Energy will invest CNY 6 billion ($835 million) to build a smart energy systems manufacturing base in Kunshan focused on advanced power equipment and storage solutions for AI data center applications.
Vincent Shaw
Jun 12, 2026
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Markets & Policy
SNEC 2026 wrap-up: Storage, AI and back-contact are reshaping solar SNEC 2026 highlighted a shift in solar from module-centric growth to system integration, with storage and AI increasingly central to project design and value creation. At the technology level, back-contact gained momentum as a premium platform, while scenario-specific modules and emerging applications signaled deeper market segmentation.
Vincent Shaw
Jun 12, 2026
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Markets & Policy
Global solar demand on track for first annual decline in two decades At the SNEC 2026 conference in Shanghai, BloombergNEF (BNEF) lead solar analyst Jenny Chase re-iterated a sobering projection: solar deployment will slow this year before returning to a much more conservative growth trajectory. The defining question facing the industry now is clear: what trends will step up to pull solar growth back upward?
John Fitzgerald Weaver
Jun 11, 2026