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Photovoltaic enterprise penetration terminal preparation power station project
The photovoltaic industry, which has faced significant challenges due to the "double opposition" in Europe, is finally seeing signs of recovery. After over 1,000 European PV companies called on the European Commission to lift sanctions against Chinese solar firms, the Ministry of Industry and Information Technology confirmed that new supportive policies for the domestic solar industry are being finalized. These policies are expected to drive mergers and reorganizations aimed at boosting competitiveness.
According to reports from foreign media, more than 1,000 European PV companies have urged the European Commission to reconsider its punitive tariffs on Chinese solar panels. The anti-dumping and countervailing investigations launched by the EU last year led to the imposition of high tariffs, which many believe could negatively impact the entire European solar sector. Analyst Li Wei from Zhuo Chuang Information New Energy noted that while the policy change may not immediately alter the market outlook, it brings a sense of optimism to China’s solar industry.
At a recent public meeting, the Ministry of Industry and Information Technology revealed that it is working with relevant departments to develop guidelines supporting the healthy development of the photovoltaic industry. Ding Wenwu, director of the Department of Electronic Information, mentioned that these guidelines will encourage industry consolidation, focusing on industrial access, policy frameworks, and support measures such as subsidies, technological innovation, and grid pricing.
Li Wei emphasized that the current phase of the photovoltaic industry is challenging, but the government's support signals offer hope. Encouraging mergers and acquisitions can increase market concentration, help leading enterprises expand, and promote technological advancement. He also stressed the importance of setting strict entry barriers based on technology, production capacity, environmental standards, and company capabilities to curb overcapacity and ensure long-term industry health.
Shandong’s photovoltaic sector is benefiting from these developments. Linuo Power Group, for example, has deployed 14 marketing offices nationwide and secured nearly 700 MW of distributed PV projects, with over 280 MW in Shandong alone. In the first quarter of this year, Linuo Solar started more than 100 MW of domestic projects, accounting for a third of its annual output, surpassing its overseas market share. With nearly 200 MW of ground-based power stations approved, Linuo is set to become one of the top three players in China’s PV industry.
At the 8th Jinan Solar Expo, Wang Yugang, secretary-general of the Shandong Solar Energy Industry Association, highlighted that Shandong has entered the crystalline silicon cell, thin-film battery, and module sectors through both foreign investment and local initiatives. Several industrial clusters have formed around key companies like Dongying Photovoltaic, Linuo, Huangming Solar, Vosges, Yulang Energy, and Juhuang New Energy.
To further support the industry, Shandong allocated 800 million yuan last year to promote the adoption of photovoltaic systems. This included 195 million yuan for building-integrated solar applications, 433 million for the “Golden Sun†project, and 128 million for LED energy-saving projects. This year, the province aims to shift focus from manufacturing to terminal applications, targeting the development of 1 million square meters of solar thermal systems and saving 180,000 tons of standard coal.