Major Policy and Market Changes in the Photovoltaic Industry in 2026
Sep 07, 2026
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...
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