Jiangsu, Xinjiang and Guangdong dominate China's new PV installations in January-September 2025

In October 2025, Chinese solar giant LONGi and the Energy Commission of Nigeria (ECN) concluded strategic cooperation negotiations at its headquarters in China. Both parties agreed to advance the establishment of a solar cell/module factory in Nigeria with a capacity of 500–1,000 MW (0.5–1 GW). The official press release from Nigeria and multiple industry media outlets confirmed this intention, noting that the cooperation was deepened based on a memorandum of understanding (MoU) signed earlier in the year in London.

On September 29, the Directorate General of Trade Remedies (DGTR) under India's Ministry of Commerce and Industry issued the final ruling in the anti-dumping investigation concerning solar cells and modules originating from China. It proposed imposing anti-dumping duties for a period of three years on solar cells and modules produced in or imported from China. The final ruling, signed on September 30, 2025, recommended implementation "from the date of notification" and specified three tiers of duty rates: 0%, 23%, and 30%, applicable for three years.

[SMM Analysis] A Summary of Major National and Regional Policies in the Global PV Market in September 2025, Categorized by China, Europe (EU), US, India, and Southeast Asia.

[SMM Analysis] Recently, Zhuhai Hongjun SoleFiori (a subsidiary of China's Hongjun New Energy) announced a partnership with local Saudi counterparts to build a 6 GW HJT PV module factory.

[SMM Analysis] On September 29, the Yunnan Provincial Energy Bureau and the Yunnan Energy Regulatory Office jointly issued the "Implementation Rules for the Development and Construction Management of Distributed PV Power Generation in Yunnan Province (Trial)," which took effect immediately upon issuance and will remain valid for five years. This represents a concrete implementation measure by Yunnan following the national-level "Management Measures for the Development and Construction of Distributed PV Power Generation (2025 Edition)," tailored to local conditions, aiming to promote the healthy and orderly development of distributed PV and support the construction of a new-type power system.

【SMM Weekly Review on Aluminum Downstream Sectors: Aluminum Cable Prices Defy Market Downtrend; Most Downstream Sectors Remain Under Pressure】This week, the overall operating rate of the domestic aluminum processing industry increased by 0.20% WoW to 62.4%.

The global transition towards cleaner energy sources is no longer a futuristic ideal but a tangible shift reshaping industries and economies worldwide. From the burgeoning adoption of electric vehicles (EVs) to the massive deployment of solar and wind power infrastructure, this energy revolution is placing unprecedented demands on a range of critical materials.

The solar industry is poised for revolution in 2025 with the convergence of high tech, policy change, and surging global demand for clean power driving profound transformation. Solar storage is leading the charge — revolutionary technology redefining the renewables playbook. While the world requires more efficient and scalable sources of energy, solar storage optimizes the promise of solar power and integrates it into the world's grids more efficiently.

The worldwide shift towards energy sources has sparked a wave of creativity in solar technology that offers promise for a greener and more enduring future ahead of us all. Although the spotlight frequently shines bright upon photovoltaic (PV) cells and solar panels in discussions about power advancements, the true unsung champions contributing to the success of solar energy are the metals like copper, aluminum and nickel that form the backbone of this innovative technology.

The cost of energy plays a role in promoting environmental sustainability by making renewable energy more accessible and reducing our dependence on fossil fuels. This transition can result in a reduction in carbon emissions. Have a positive impact on the environment overall.