Ending Blind Expansion: Cyclic Adjustments and High-Quality Development of the PV Industry in 2026 2026-07-13
This article analyzes the development status of China’s photovoltaic industry in 2026. The industry is experiencing cyclic adjustments with slowing domestic installed capacity growth and industrial overcapacity, phasing out blind scale expansion. It is undergoing structural restructuring, with distributed photovoltaic becoming the mainstream market. Driven by technological iterations such as N-type and BC cells, the industry is shifting from extensive growth to high-quality, refined development. Despite short-term operational pressures, the long-term global energy transition trend remains positive, with technological innovation, refined operation and global layout becoming core competitive advantages for the industry’s sustainable development.
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