Topic · 15 stories
solar-manufacturing
The solar-manufacturing tag tracks global panel production trends, supply chain developments, and factory expansions critical to the renewable energy transition.
Solar perovskite finds a way to overcome one of its major commercial hurdles: light-induced degradation
Researchers from PolyU and Zhejiang University identified a mechanism for light-induced degradation in perovskite solar cells and developed a treatment to repair inter-crystal defects. This advance is significant for solar professionals as it addresses a major obstacle to the large-scale commercialization of this high-efficiency photovoltaic technology.
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.
South Korea: EZ Analysis: Hanwha Solutions Rides the Blue Wave... Solar Power Expectations, When Will Results Follow?
Hanwha Solutions is adjusting module sales to prepare for price increases while awaiting the depletion of market inventory. This matters because the timing of actual shipments and profit realization is critical for translating policy expectations into sustained earnings for solar professionals.
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.
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.
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.
India’s solar module manufacturing capacity could reach 3.48 TW by 2047
ISMA projects India's solar module capacity to reach 3.48 TW by 2047, requiring $89 billion in investment. This roadmap highlights the shift toward full domestic value chain integration for energy professionals.
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.
How Indian is a ‘Made in India’ solar panel, really?
India added 44.61 GW of solar capacity in 2025-26, with residential installations under PM Surya Ghar reaching 19 GW. The article examines the supply chain depth of 'Made in India' panels, noting that while cell production is growing, the industry still relies on imported wafers and polysilicon, with new rules expected
Analysis of Q3 Solar Power Earnings in China: Eight Major Companies Report Combined Loss of 27.7 Billion Yuan, Aiko Solar Achieves Solo Profitability
China's eight major solar companies reported a combined net loss of 27.7 billion yuan for the first three quarters of 2026, driven by a 53.9% drop in domestic installations. This financial divergence highlights the impact of low module prices and the upcoming 2027 national standards on industry consolidation.
China polysilicon prices hold amid market standoff, spot-futures gap
OPIS reports that China mono-grade polysilicon prices held steady at CNY 38.786/kg amid a market standoff and high inventory levels. This price stability is significant for professionals tracking supply chain costs and market dynamics in the solar industry.
China: Behind the Clean Panels: The Livelihood Concerns of 220,000 Chinese Workers
China's solar manufacturing sector is experiencing significant workforce reductions and automation upgrades as the industry undergoes a consolidation phase. This shift highlights the structural changes in production efficiency and labor dynamics that impact the global supply chain for solar professionals.
China: Revisions to the Export Control Technology Catalog: How Do Photovoltaic Companies View It?
China's Ministry of Commerce and Ministry of Science and Technology have proposed adding 12 photovoltaic technologies to the export control catalog, covering polysilicon, wafer, and cell manufacturing. This regulatory shift requires solar and energy-storage professionals to monitor compliance frameworks that may influence global supply chain strategies and technology transfer practices.