Will China's top solar manufacturers restructure in 2025?

Our Standards: The Thomson Reuters Trust Principles. Losses at China's top solar manufacturers mostly widened in the first half of 2025, but analysts said restructuring to cut oversupply could help return the industry to profitability.

Will China curb low-price competition & excess capacity in the solar sector?

China’s top industry officials have vowed to curb low-price competition and excess capacity in the solar sector, as authorities begin implementing measures aimed at stabilizing supply chains and rebalancing the market. China’s Ministry of Industry and Information Technology (MIIT) Image: 維基小霸王, Wikimedia Commons, CC BY-SA 4.0

Which Chinese solar companies have hit their daily trading limits?

Shares in nine Chinese solar companies, including Tongwei, Flat Glass, and Eging PV, hit their daily trading limits on July 3. Daqo Energy gained more than 15%, and GCL’s Hong Kong-listed shares rose 9%. Still, analysts remain cautious about the pace and scale of restructuring.

Will restructuring help China's top solar manufacturers return to profitability?

BEIJING, Aug 26 (Reuters) - Losses at China's top solar manufacturers mostly widened in the first half of 2025, but analysts said restructuring to cut oversupply could help return the industry to profitability.

Does China's solar sector need a 'quality-focused consolidation'?

The government’s stance is clear: China’s solar sector, once a symbol of industrial policy success, now faces pressure to shift from rapid expansion to quality-focused consolidation. This content is protected by copyright and may not be reused.

Will solar power prices rise at night?

Nonetheless, risks of revenue fluctuations and price volatility are likely to intensify as PV generation peaks at midday, potentially leading to an oversupply of electricity and thus driving down selling prices, while nighttime prices may rise due to insufficient generation.