[SMM PV] China's PV Continues "Anti-Involution"

Published: Apr 29, 2026 11:47

Save

Huachuang Securities noted that ex-China space PV catalysts continued to emerge, while China's PV sector continued its "anti-involution" efforts. SpaceX plans to procure approximately 1 trillion won worth of PV polysilicon from a subsidiary of South Korea's OCI within 3-5 years. In China, polysilicon price declines narrowed. AIKO initiated the conversion of 11 GW BC cell capacity. It is expected that China's main PV industry chain will undergo capacity rationalization based on the technological capabilities of each segment, with the upstream polysilicon segment emphasizing energy consumption control and the downstream cell and module segment emphasizing conversion efficiency.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

5 hours ago

[SMM PV] Halide's PV Reflective Film Products Successfully Entered the Saudi Market

According to Yicai AI Express, Haide announced on the interactive platform on April 29 that the company's PV reflective film products had successfully entered the Saudi market, and the products had completed the relevant compliance certification requirements for Saudi market access before export.

5 hours ago

7 hours ago

[Solar PV: Colombia Announces Long-Term Clean Energy Auction to Boost Grid Resilience]

Colombia’s Ministry of Mines and Energy has announced a new clean energy auction under Resolution 40208 to secure 15-year supply contracts starting in 2030. The scheme supports solar, wind, battery storage, and hybrid projects through four distinct product categories, including peak-hour supply to incentivize energy storage. By mitigating price volatility and addressing climate-related risks like 'El Niño', the initiative aims to strengthen the national power system and accelerate the integration of renewable energy. The auction process is scheduled for completion by July 31, 2026.

7 hours ago

9 hours ago

2026 Global PV Top 20 & China Energy Storage Top 20 Rankings Survey in Full Swing!

9 hours ago