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Markets & Policy
China imposes new consumption tax on PV cells, batteries amid industry consolidation push Combined with stricter energy efficiency standards, the new measure signal Beijing’s push to reduce overcapacity, promote advanced technologies, and favor more competitive, higher-efficiency producers across the solar value chain.
Emiliano Bellini
Jul 17, 2026
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Markets & Policy
Chinese PV Industry Brief: module manufacturers forecast heavy losses as oversupply persists Chinese PV manufacturers Tongwei, JA, Longi and Trina Solar have all forecast losses for the first half of 2026, citing ongoing oversupply, weak demand and sustained pressure across the solar supply chain.
Vincent Shaw
Jul 17, 2026
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Markets & Policy
China’s battery boom pivoting from scale to utilization, says Ember China’s battery storage sector is shifting from mandate-driven expansion toward a more market-driven phase as the country targets 300 GW of new energy storage by 2030, according to a new report from energy think tank Ember.
Brian Publicover
Jul 17, 2026
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Markets & Policy
China’s new PV industry standards unlikely to resolve overcapacity pv magazine spoke with two OPIS analysts about China’s new mandatory energy consumption and efficiency standards for the solar sector, which aim to address overcapacity but are unlikely to resolve supply-demand imbalances alone. They said the measures could accelerate the phaseout of outdated capacity and support higher-quality manufacturing, but their impact on operating capacity, module prices and industry consolidation is expected to remain limited in the near term.
Emiliano Bellini
Jul 15, 2026
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Technology & Products
HIZEnergy presents PCS for C&I applications The Chinese company stated that the PCS-460K features a DC-side voltage range of 1,120–1,500 V and uses a liquid-cooling system.
Lior Kahana
Jul 11, 2026
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Markets & Policy
TCL Zhonghuan converts 20 GW of TOPCon cell capacity to back-contact TCL Zhonghuan approved a CNY 2.6 billion ($382 million) upgrade project to convert 20 GW of TOPCon cell and 25 GW of TOPCon module capacity into BC production lines, with ramp-up expected from Q3 2026 and full production by Q1 2027.
Vincent Shaw
Jul 10, 2026
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Technology & Products
Lingtech announces 3 MW / 6MWh grid-forming BESS The Chinese storage manufacturer Lingtech has launched a grid-forming BESS with synthetic inertia, voltage and frequency regulation, black-start capability, and PV–microgrid integration for utility and large C&I applications.
Lior Kahana
Jul 10, 2026
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Technology & Products
AlphaESS presents 313 kWh storage solution for C&I applications The Chinese manufacturer said its Storion-LC-TB150 is a 150 kW/313 kWh liquid-cooled battery energy storage system. It is available in standard and ultra versions with up to 8,000 and 12,000 cycles, respectively,
Lior Kahana
Jul 09, 2026
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Technology & Products
Longi starts production of back-contact solar cells relying on alloy material The Chinese manufacturer has started production at a new back-contact cell facility in China, marking the first large-scale deployment of its Alloy Contact Matrix (ACM) metallization technology. The copper-based process aims to reduce costs, improve BC cell competitiveness, and support wider industrial adoption of back-contact modules.
Vincent Shaw
Jul 09, 2026