Overview
- Electronic Information Department director Yang Xudong said regulators will tighten capacity control, strengthen project management and advance a unified national market to rebalance supply through orderly exits.
- Authorities will upgrade price monitoring and enforce the Anti-Unfair Competition Law to curb below-cost sales, false marketing and other price violations.
- Product oversight will intensify with inspections and follow-up actions against substandard quality, power overstatement and intellectual property infringement.
- Officials labeled 2026 the opening year of the 15th Five-Year Plan and a critical phase for industry governance, aligning with plans to add more than 200 GW of new wind and solar capacity.
- Despite rapid buildout—about 230 GW added in January–August 2025 for 1.12 TW total—industry data show steep declines in polysilicon and cell prices, a 26.8% drop in first-half exports and lower module pass rates.