Major Policy and Market Changes in the Photovoltaic Industry in 2026

Инновации лежат в основе всего, что мы делаем, но наша настоящая движущая сила — это будущее. Мы упорно работаем над устранением барьеров на пути к чистой энергии, делая её более практичной и доступной для всех. Для нас это не просто бизнес — это создание устойчивого мира, который мы с гордостью передадим следующему поколению.

Шоу - генеральный директор компании Future Green Technology Co., Ltd.

Saying Goodbye to Involution and Entering a New Stage of High-Quality Value Development

2026 marks a crucial turning point for the transformation and upgrading of China's solar photovoltaic (PV) industry. The implementation of multiple significant policies, coupled with a profound restructuring of the industry landscape, has completely rewritten the development logic of the PV industry. The export tax rebate policy was officially eliminated, national PV installed capacity historically surpassed coal-fired power, and multiple national departments continued to combat involution. The PV industry is fully transitioning to a new stage of high-quality development.

I. Three Major Changes in the Photovoltaic Industry

1. Export Tax Rebates Eliminated

Effective April 1st, 2026, the export tax rebate for 249 core PV products (silicon materials, wafers, cells, modules, etc.) was reduced from 9% to 0%, officially ending over a decade of export subsidy dividends.

2. PV Becomes Largest Power Source

As of July 2026, PV capacity reached 1.286 billion kilowatts, surpassing coal-fired power (1.285 billion kW). Accounting for over 31.5% of total capacity, it is now China's dominant energy source.

3. "Anti-Involution" Governance

Departments launched a campaign focusing on capacity control, price enforcement, quality supervision, and M&A to rectify disorderly expansion and promote a shift from "price" to "value" competition.

II. Overall Impact on the Industry

Accelerated Capacity Clearing: The end of tax rebates eliminates small, low-end capacities relying on low prices, pushing supply and demand toward equilibrium.
Upgraded Competition: The focus has shifted from price wars to core technologies like conversion efficiency, product stability, and intelligent O&M.
International Quality: Helps China shed the "low-price" label, circumvent trade barriers, and transition to "brand export" in high-end global markets.

III. Impact on PV Enterprises

Small & Medium Enterprises (SMEs) Face severe pressure due to lack of core tech and thin margins. Expected to face production cuts, transformation, or M&A.

Leading Brands & Strong Enterprises Will offset costs through tech-driven efficiency. Their brand and solution advantages will create a pronounced Matthew effect, increasing market share.

IV. Impact on End Users: A Worry-Free Investment

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Higher Quality Products

Market now offers only high-standard, high-conversion products, eliminating safety hazards and frequent repair costs of inferior equipment.

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Stable Market Prices

Prices have returned to reasonable ranges, allowing accurate calculation of payback periods and making returns highly controllable.

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Comprehensive Services

From customized solutions to intelligent O&M and warranty services, the standard of after-sales support is drastically improved.

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Long-Term Value

With dual-carbon policies, the value of commercial and residential PV for saving electricity and increasing efficiency continues to soar.

The Future: The First Year of Value Reconstruction

The industry bids farewell to unchecked growth. For users, the recommendation is clear: abandon "price first" thinking and prioritize reputable systems with strong technology and thorough after-sales service.

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Блог

Major Policy and Market Changes in the Photovoltaic Industry in 2026

I. Three Major Changes in the Photovoltaic Industry

1. Export Tax Rebates Eliminated

2. PV Becomes Largest Power Source

3. "Anti-Involution" Governance

II. Overall Impact on the Industry

III. Impact on PV Enterprises

IV. Impact on End Users: A Worry-Free Investment

Higher Quality Products

Stable Market Prices

Comprehensive Services

Long-Term Value

The Future: The First Year of Value Reconstruction

Value Competition

Core Technology

Dual-Carbon Goals

Photovoltaic Industry

Elimination of Export Tax Rebate

Capacity Clearing

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