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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.
Jul 17, 2026
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 They said the measures could accelerate the phaseout of outdated capacity and support higher-quality manufacturing, but their impact on operating capacity, module prices and industry consolidation is expected to remain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.
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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.
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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.
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Poweroad receives China’s first pilot Battery Passport from Bureau Veritas
POWEROAD has received China’s first pilot Battery Passport issued by Bureau Veritas through the Circulor platform, marking an early step toward Digital Battery Passport implementation under the EU Battery Regulation and toward improved battery lifecycle transparency.
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China moves to curb overcapacity in PV industry with mandatory energy consumption standards
China has introduced mandatory national standards tightening energy consumption and efficiency requirements across the PV value chain, from polysilicon to modules and inverters. The rules, effective Jan. 1, 2027, are expected to reshape manufacturing, procurement and project selection toward higher-efficiency, lower-energy-intensity products.
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