The blockade escalates! China's photovoltaic industry's "detour export" strategy has also been blocked… 2026-05-13
Europe, once heavily dependent on Chinese photovoltaic products amid the energy crisis, has shifted to stringent regulatory restrictions. France embedded strict supply chain rules into its latest PV tender, restricting assembly and core PV components from a targeted third country. The EU has escalated curbs from tariffs and public opinion to hard institutional constraints on bidding, funding and subsidies, with limits expanding across member states and related energy projects. As Europe blocks third-country transshipment and low-cost competition, Chinese PV enterprises must abandon simple overseas OEM, advance in-depth local manufacturing, and shift from product sales to integrated solar-storage solutions. Meanwhile, the new rules force the domestic PV industry to escape price involution and upgrade technological, system integration, brand and global operation capabilities.
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