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Weekend Read: Famine to feast – China’s solar market in 2023

China’s solar industry rebounded in 2023 after years of pandemic-related sluggishness. As the year draws to a close, pv magazine looks back at key highlights of 2023 and considers the prospects for 2024.

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Weekend Read: China’s solar century

From zero to hero in 20 years, China’s PV industry has undergone an extraordinary journey. Vincent Shaw considers the reasons for the nation’s solar success and the challenges ahead.

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EVA the next supply chain pinch point for solar

With polysilicon production capacity having been rapidly rolled out after last year’s shortages, China analyst Frank Haugwitz has suggested global manufacturing capability for the ethylene vinyl acetate used on PV panels could struggle to keep pace with what is expected to be another record year of demand for solar.

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China’s emission-reduction action squeezes PV production

Industrial shutdowns and reduced factory production capacity levels indicate the companies producing the raw materials used by solar manufacturers are being afflicted by electricity consumption measures just as other sectors are. It is not clear whether the solar industry will be afforded any favors by Beijing, as analyst Frank Haugwitz explains.

Solar tariffs to be pegged to coal-fired power prices in grid-parity China

Solar glassmaker Xinyi reported Beijing’s plans as it outlined bumper first-half returns whilst warning investors the boost in glass prices seen last year is likely to be short-lived.

Jolywood plans new Indonesian fab

The n-type TOPCon solar module manufacturer is preparing to invest in a joint venture with state-controlled local partner PT Len Agra Energy to set up 1 GW of annual cell and panel capacity.

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China could be preparing to settle unpaid subsidies mountain

In-country analyst the AECEA has speculated the authorities could be ready to wipe the slate clean for the start of the nation’s 14th five-year plan on January 1. The analyst has raised its solar expectations for the year but noted the sky-high price of polysilicon remains a concern for developers.

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Analyst expects ‘unprecedented’ consolidation of Chinese solar industry

PV manufacturers unable to live with proposed new quality guidelines and project developers alike are set to be squeezed out by the state in the world’s biggest solar market, according to Frank Haugwitz, who has compiled a market update as preparations for the next five-year plan gather pace.

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Chinese city bars all new solar this year

Yulin, in Shaanxi province has brought the curtain down on around 1 GW of PV projects which are under construction. It had previously been expected the city would add around 5 GW of new solar this year.

The year in solar, part I: New modules, flat-pack solar and inverter turbulence

The first part of pv magazine’s review of 2019 considers Q1, when solar early adopter Italy offered an optimistic start to the year by fleshing out its plans for PV but uncertainty still clouded the world’s biggest solar market. The potential for household solar installations to rocket the world over – helped by ever cheaper panels – prompted strategic decisions in the inverter market and analyst expectations were confounded as the cobalt and lithium price plummeted, bringing the EV revolution a big step nearer.

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