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Home - Policy - Chinese PV Industry Briefing: First-half solar additions total only 72 GW
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Chinese PV Industry Briefing: First-half solar additions total only 72 GW

solarenergyBy solarenergyJuly 26, 2026No Comments3 Mins Read
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China added 72.07 GW of new solar capacity in the first half of 2026, down 66.04% year-on-year, according to data released by the National Energy Administration (NEA) on July 22. China installed 12.48 GW of new solar capacity in June, down 13.09% from 14.36 GW in the same month last year. At the end of June, the country’s total installed power generation capacity stood at 4.04 TW, an increase of 10.8% year-on-year. Solar capacity reached 1.27 TW, an increase of 15.8%, while wind energy capacity reached 680 GW, an increase of 18.5%.

Shenzhen energy said on July 22 that its subsidiary Sunon Asogli Power (Ghana) Ltd. plans to invest $34 million in a 50 MW solar project in the Savannah region of Ghana. The project will be located in the central Gonja district and will use 540W bifacial monocrystalline PV modules and 300kW string inverters. It also includes grid connection infrastructure including main transformers, 161 kV outdoor distribution equipment, 34.5 kV switchgear and SVG systems. The plant is expected to be connected to the existing 161 kV transmission network via a T-connection. Shenzhen Energy said the project marks the first foreign investment in solar energy.

Dinto Solar said on July 21 that it had secured the supply lot of 1 GW HJT modules in China’s Datang Group’s tender for PV modules for 2026-2027. The tender has a total estimated capacity of 11 GW and includes three categories: 6 GW N-type TOPCon modules, 1 GW N-type HJT modules and 4 GW N-type BC modules.

The Silicon Industry Department of the China Non-ferrous Metals Industry Association (CNMIA) said on July 22 that domestic polysilicon trade remained subdued this week. N-type polysilicon charging prices ranged from CNY30,500 ($4,485) to CNY33,000/ton ($4,853/ton), with an average price of CNY32,000/ton, down 1.54% week on week. Prices of N-type granular silicon ranged from CNY30,500 ($4,485) to CNY32,000/ton ($4,706/ton), with an average of CNY31,000/ton, down 2.21%. The association said weak end-market demand, rising inventories and policy changes impacting the cell segment have increased pressure on polysilicon producers. Downstream buyers remain cautious amid ongoing market uncertainty. The association reported further price drops for wafers on July 23. Average prices for N-type G10L wafers (182 x 183.75 mm, 130 μm) fell 2.35% week on week to CNY0.83 ($0.12) per piece. N-type G12R wafers (182 x 210 mm, 130 μm) averaged CNY 0.93 ($0.14) per piece, down 2.11%, while N-type G12 wafers (210 x 210 mm, 130 μm) fell 1.75% to CNY 1.12 ($0.16) per piece. The association said business rates in the sector were largely unchanged from the previous week. Two leading manufacturers were active at 54% and 56%, integrated manufacturers at 58%-60% and other manufacturers at 56%-78%.

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