Topic · 44 stories
china
This tag aggregates reporting on China's solar and storage sectors, highlighting how its manufacturing scale and policy shifts influence global energy markets and supply chains.
China activates world’s highest grid-connected solar thermal plant
China has connected the first unit of a 150 MW hybrid solar project in Gar County, which combines 100 MW of photovoltaics with 50 MW of solar thermal generation. This milestone demonstrates the feasibility of operating large-scale renewable energy facilities at extreme altitudes of over 4,000 meters.
Battery Overseas Expansion, A Bill Paid in Advance
The article details how Chinese battery manufacturers are facing rising costs and regulatory hurdles while expanding production into Europe. It highlights the financial impact of these overseas investments on recent quarterly earnings for major industry players.
IEA: Solar PV To Drive 75% Of Renewable Growth Through 2031
The IEA's Renewables 2026 report projects that solar PV will account for 75% of global renewable capacity growth through 2031, with India emerging as the second-largest market after China. This analysis highlights the critical need for grid investment and battery storage to support the rapid expansion of renewable energy infrastructure.
Study raises alarm over cybersecurity of solar PV systems
A new study by the European Commission’s Smart Energy Expert Group identifies critical cybersecurity risks in solar PV systems, including vulnerabilities in inverters and potential state-sponsored backdoors. This matters to professionals because the report highlights how internet-connected installations can cause grid imbalances and power outages, urging strict traffic controls and supply chain restrictions to ensure system security.
China: Bettery Surges Over 80% in a Week as Copper Paste Technology Resonates with US Battery and Solar Demand
Bettery shares surged over 80% in a week as expectations for reinstated U.S. clean energy subsidies following the midterm elections boosted sentiment in China's A-share solar and storage sectors. This volatility highlights how geopolitical policy shifts and export control regulations directly impact investor confidence and supply chain dynamics for solar and energy-storage professionals.
China wafer prices steady on firm polysilicon amid weak fundamentals
Wafer prices in China remained stable in early November, supported by firm polysilicon costs and improving supply-demand dynamics in the cell segment. This stability is significant for professionals because it highlights how upstream cost pressures and inventory levels continue to influence midstream pricing despite reduced operating rates.
China Reaches 167 GW of Energy Storage, Up 63%, Adding 435 GWh in Batteries
China's operational energy storage capacity reached 167 GW and 435 GWh by September 2026, representing a 63% year-on-year increase. This rapid expansion highlights the critical role of domestic manufacturing and grid integration in scaling storage for renewable energy systems.
China: Chinese team's slurry boosts capacity of manganese batteries by 409%
Shanghai University researchers reported a 409 percent capacity boost in manganese-based semi-solid batteries by using a MnO2 slurry electrolyte. This advancement is significant for energy storage professionals as it addresses capacity limitations in manganese systems, potentially enabling more efficient large-scale storage solutions.
34% Efficiency Solar: China Bans Export of Its Future Cells
China has proposed export restrictions on 12 photovoltaic technologies, including TOPCon and heterojunction architectures, citing national security concerns. This move impacts the global supply chain for high-efficiency solar cells, which are essential for advancing the performance and cost-effectiveness of future solar installations.
Wafer Prices Fall as Cost Drag Weakens, Inventory Drawdown Continues; Module Prices Expected to Stabilize
Wafer prices have declined again while polysilicon quotations remained stable, with N-type 183 wafers quoted at 0.949-0.952 yuan per piece. This price movement is significant for supply chain professionals as it reflects continued inventory drawdown and stable module pricing expectations in the market.
YOU.ON targets 1 GW of locally compliant BESS for Brazil auction
YOU.ON has signed a binding agreement with Hyperstrong to supply approximately 1 GW of battery energy storage systems for Brazil's upcoming capacity reserve auction. This collaboration is significant as it addresses local content requirements set by BNDES, enabling the import of DC components while ensuring compliance with nationalization rules for the Brazilian market.
30 Seconds of Charging for 10,000 Cycles: Sodium-Ion Battery Finally Finds Its Armor
Researchers from Fudan University and Shanghai Electric Group published a study in the Journal of the American Chemical Society detailing a new anode architecture for sodium-ion batteries. This development is significant for energy storage professionals as it addresses the structural degradation and low conductivity issues that have historically limited the cycle life and fast-charging capability of sodium-ion technology.
China: Central and State-Owned Enterprises' Solar PV Centralized Procurement Has Truly Changed
Central and state-owned enterprises in China are shifting centralized procurement criteria from price-per-watt to module conversion efficiency, with new standards mandating specific efficiency tiers for TOPCon, HJT, and BC technologies starting in 2027. This regulatory change forces manufacturers to prioritize high-efficiency production capabilities over cost reduction to secure large-scale utility contracts.
From Volume to Profit: Solar Industry Narrows Losses Quarter-on-Quarter—Is the Turning Point Really Here?
Third-quarter financial reports from Chinese listed solar companies show marginal recovery, with Aiko Solar achieving a single-quarter profit and JinkoSolar narrowing losses. This matters to industry professionals because it highlights that current profitability gains are driven by product mix adjustments and energy storage diversification rather than a clear rebound in module prices.
FOSTER Q3 Profit Jumps 64.5% to 1.13B Yuan as China PV Film Rivals Struggle at Break-Even
FOSTER reported a 64.5% year-on-year increase in net profit for the first three quarters of 2026, standing alone among major Chinese photovoltaic encapsulation film manufacturers while rivals struggled at break-even. This divergence highlights the widening earnings gap between leading and second-tier companies in the supply chain, indicating that profitability recovery is not uniform across the sector.
EU sold wind turbines worth 3.1 billion euros in 2025, and the story flips with solar panels: nearly all imports come from China
Eurostat data shows the EU exported 3.1 billion euros in wind turbines in 2025 while importing 8 billion euros in solar panels, 98.6% from China. This trade imbalance highlights the EU's reliance on Chinese manufacturing for solar modules despite its wind export strength.
Oman Energy Storage Project Signed with Chinese Firm -- Jiandao Net
Nama Holding and State Grid International Development Co. signed a framework agreement for a 1 GW battery energy storage system in Oman. This project is significant as it extends bilateral cooperation to grid flexibility assets, supporting the integration of renewable energy into the national transmission grid.
United States: FCC Ban Hits A-Share Inverter Sector, Global Expansion Becomes Key to Corporate Success
The U.S. Federal Communications Commission has updated its Covered List to regulate foreign-made connected power inverters, causing significant volatility in the A-share market and impacting Sungrow's stock price. This regulatory shift highlights the critical importance of global market diversification and supply chain resilience for solar inverter manufacturers facing new trade restrictions.
Global Energy Storage Deployment Surges, Outpacing Government Targets; Japan Has Not Set Any
Global battery storage deployment is expanding rapidly, with China and Europe leading the growth, yet the sector is still projected to miss the sixfold increase target set at COP29. This gap highlights the critical need for accelerated storage adoption to support the integration of renewable energy sources like solar power into the grid.
Solar, China Raises Industrial Standards
China's MIIT proposed 2026 photovoltaic manufacturing standards with differentiated efficiency thresholds for TOPCon, HJT, and BC cells. These updates aim to improve quality and address overcapacity in the solar supply chain.
Chinese scientists develop self-powered PV-TEG system for hotspot detection, thermal management
Scientists at Southeast University developed a self-powered PV-TEG system that integrates hotspot detection and thermal management. This approach offers a new method for monitoring PV module health using thermoelectric signals.
China: Orders Exceed Targets but Profits Lag, as Energy Storage Drags Down Siyuan Electric's Q3 Margins
Sieyuan Electric reported that its new order growth exceeded annual targets, yet net profit margins were compressed due to the rising share of lower-margin energy storage products. This highlights the financial impact of shifting product mixes on profitability for major power equipment manufacturers in the energy transition sector.
Nearly 2,000 Hungarian solar power devices are exposed on the internet
A study by Tamás Kocsis found that 1,916 Hungarian solar devices are exposed on the open internet with critical vulnerabilities. This highlights the urgent need for operators to implement network protection and regular updates to secure operational technology.
PV Glass November Quotes Rise Across the Board, but Module Resistance Hinders Deal Transmission [SMM Analysis] - Shanghai Metals Market (SMM)
PV glass quotes for 3.2mm and 2.0mm specifications rose in late October and early November 2026, with 2.0mm showing higher price elasticity. Module production resistance and potential supply resumption may limit further price gains, impacting procurement costs for solar projects.