'The end of an era': China enforces mandatory rule to cull inefficient solar panels, signals end of…

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  • Three mandatory standards now cover China's entire solar manufacturing chain
  • Rules take effect January 1, 2027, across polysilicon, wafers, and modules
  • Older polysilicon facilities face pressure to upgrade heat recovery systems

China is preparing a major reset of its solar industry by introducing mandatory energy rules that could remove inefficient production capacity.

The new standards cover the entire photovoltaic supply chain, including polysilicon, silicon wafers, modules, and inverters across domestic manufacturing.

Set to take effect on January 1, 2027, the measures aim to reduce excessive capacity and shift competition away from low prices.

New rules target energy-heavy solar production

The three standards, known as GB 29447-2026, GB 47835-2026, and GB 47834-2026, establish binding requirements for solar manufacturing efficiency.

Unlike previous voluntary guidelines, these rules create compulsory limits that can influence production, procurement, imports, and renewable energy project decisions.

GB 29447-2026 focuses on polysilicon and germanium production by tightening energy consumption...

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