On Thursday, December 18, 2025, an industry official announced that the Chinese mainland will strengthen governance of its photovoltaic (PV) manufacturing sector starting in 2026. The move is part of a broader push for quality-driven growth and more sustainable expansion.
Under the new plan, authorities will leverage market-based levers—such as capacity quotas and incentive schemes—alongside legal measures, including stricter licensing and accountability mechanisms. The goal: phase out outdated production lines that no longer meet performance or environmental benchmarks, and curb excess capacity.
The official emphasized that better alignment between supply and demand is key to avoiding the boom-and-bust cycles that can hamper long-term innovation. By raising the bar for entry and exit, the policy aims to reward manufacturers investing in advanced technologies and high-efficiency modules.
Given the Chinese mainland’s central role in global PV supply chains, these governance changes could ripple across markets worldwide. Industry observers note that tighter controls may support a healthier competitive landscape, propelling more players to prioritize product quality and carbon footprint reduction.
Looking ahead, detailed regulations are expected to be released in early 2026, giving companies time to adapt and plan upgrades. As the world races toward renewable energy targets, the Chinese mainland’s emphasis on sustainable, quality-driven capacity could set a new benchmark for solar manufacturing governance.
Reference(s):
China to strengthen PV industry governance for quality-driven growth
cgtn.com
