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Sector radar / Solar PV
Sector brief: what Chinese policy is doing in this sector, how it treats foreign firms, who is named, and what China sells abroad. Every figure links to its documents. Goods: PV cells and modules (8541.42/43, HS 2022 codes).
EU target: Net-Zero Industry Act, Regulation (EU) 2024/1735: solar PV is a strategic net-zero technology; benchmark: EU manufacturing to meet at least 40% of annual deployment needs by 2030. China supplies 98% of the EU's imports of these goods from outside the EU (2025; imports, not consumption).
Next five years: named in 15 of the 15 15th Five-Year Plan outlines held (9.8 mentions per 100k characters), against 5 of 7 14th-plan outlines (5.9): 1.7× as dense; up in 4 and down in 0 of the 4 places with both. Ordos: “筑牢库布其沙漠绿化带、淤地坝、光伏治沙带、沙漠锁边林草带“四道防线”，实现库布其沙漠需治尽治。” (outline) Plan watch.
Documents held, so collection shapes the curve; the momentum ratio is relative to the corpus.
| Heading | world | growth/yr | EU-27 | EU since 2023 | share of EU imports |
|---|---|---|---|---|---|
| PV cells, not in modules 854142 | $4.5bn | 4% | $75m | -60% | 78% |
| PV modules and panels 854143 | $23.7bn | -18% | $8.8bn | -54% | 99% |
EU price and volume: imports from China €1.78/kg against €4.30/kg from other suppliers in 2025 (-59%; -18% in 2023). Volume since 2023: China -2%, others -68%.
| Date | Central document | provinces | median lag | |
|---|---|---|---|---|
| 2022-11-30 | 国家能源局关于印发《光伏电站开发建设管理办法》的通知 Notice from the National Energy Administration on the Issuance of the ‘Administrative Measures for the Develo… 新能规〔2022〕104号 |
10 | 972 d | trace → |
| 2025-01-17 | 国家能源局关于印发《分布式光伏发电开发建设管理办法》的通知 Notice from the National Energy Administration on the Issuance of the ‘Administrative Measures for the Develo… 新能规〔2025〕7号 |
9 | 206 d | trace → |
| 2021-05-11 | 国家能源局关于2021年风电、光伏发电开发建设有关事项的通知 Notice from the National Energy Administration on Matters Relating to the Development and Construction of Win… 国能发新能〔2021〕25号 |
2 | 1540 d | trace → |
| 2021-12-31 | 五部门关于印发《智能光伏产业创新发展行动计划（2021-2025年）》的通知 Notice from Five Ministries on the Issuance of the ‘Action Plan for the Innovative Development of the Smart P… 工信部联电子〔2021〕226号 |
1 | 319 d | trace → |
| 2022-11-08 | 五部门关于开展第三批智能光伏试点示范活动的通知 Notice from Five Departments on the Launch of the Third Batch of Smart Photovoltaic Pilot and Demonstration P… 工信厅联电子函〔2022〕295号 |
1 | 7 d | trace → |
| 2023-03-20 | 关于支持光伏发电产业发展规范用地管理有关工作的通知 Notice on Matters Relating to the Standardisation of Land Use Management to Support the Development of the Ph… 自然资办发〔2023〕12号 |
1 | 1085 d | trace → |
| 2023-11-10 | 五部门关于开展第四批智能光伏试点示范活动的通知 Notice from Five Departments on the Launch of the Fourth Batch of Smart Photovoltaic Pilot and Demonstration … 工信厅联电子函〔2023〕306号 |
1 | 12 d | trace → |
| 2021-02-09 | 六部门关于开展第二批智能光伏试点示范的通知 Notice from Six Departments on the Launch of the Second Batch of Smart Photovoltaic Pilot and Demonstration P… 工信厅联电子〔2021〕32号 |
0 | none held | trace → |
Across all State Council directives the median lag to a province's implementing document is about 151 days (middle half 84–259).
| Province | documents (36 m) | leans | with money | favouring | local-only programmes | |
|---|---|---|---|---|---|---|
| Guangdong | 31 | ×1.4 | 1 | 0 | 0% of 67 | exposure → |
| Inner Mongolia | 13 | ×2.4 | 1 | 0 | 1% of 154 | exposure → |
| Shanghai | 11 | ×1.0 | 3 | 0 | 15% of 620 | exposure → |
| Henan | 8 | ×4.7 | 0 | 0 | 4% of 135 | exposure → |
| Sichuan | 5 | ×0.8 | 0 | 0 | 8% of 451 | exposure → |
| Fujian | 4 | ×1.1 | 0 | 0 | 2% of 199 | exposure → |
| Guizhou | 4 | ×2.0 | 0 | 0 | 1% of 209 | exposure → |
| Hubei | 3 | ×0.7 | 0 | 0 | 7% of 266 | exposure → |
| Shandong | 2 | – | 0 | 0 | 4% of 169 | exposure → |
| Shanxi | 2 | – | 0 | 0 | 0% of 44 | exposure → |
| Shaanxi | 2 | – | 0 | 0 | 2% of 265 | exposure → |
| Chongqing | 1 | – | 0 | 0 | 0% of 67 | exposure → |
| 2025-01-17 | 国家能源局关于印发《分布式光伏发电开发建设管理办法》的通知 Notice from the National Energy Administration on the Issuance of the ‘Administrative Measures for the Develo… 新能规〔2025〕7号 |
| 2024-08-24 | 工业和信息化部办公厅关于印发光伏产业标准体系建设指南（2024版）的通知 Notice from the General Office of the Ministry of Industry and Information Technology on the Issuance of the … 工信厅科〔2024〕50号 |
| 2024-05-17 | 国家能源局综合司 国家林业和草原局办公室关于有序推进光伏治沙项目开发建设有关事项的通知 Notice from the General Department of the National Energy Administration and the General Office of the Nation… 国能综通新能〔2024〕82号 |
| 2023-11-10 | 五部门关于开展第四批智能光伏试点示范活动的通知 Notice from Five Departments on the Launch of the Fourth Batch of Smart Photovoltaic Pilot and Demonstration … 工信厅联电子函〔2023〕306号 |
| 2023-07-21 | 国家发展改革委等部门关于促进退役风电、光伏设备循环利用的指导意见 Guidance from the National Development and Reform Commission and Other Departments on Promoting the Recycling… 发改环资〔2023〕1030号 |
| 2023-03-20 | 关于支持光伏发电产业发展规范用地管理有关工作的通知 Notice on Matters Relating to the Standardisation of Land Use Management to Support the Development of the Ph… 自然资办发〔2023〕12号 |
| 2022-11-30 | 国家能源局关于印发《光伏电站开发建设管理办法》的通知 Notice from the National Energy Administration on the Issuance of the ‘Administrative Measures for the Develo… 新能规〔2022〕104号 |
| 2022-11-08 | 五部门关于开展第三批智能光伏试点示范活动的通知 Notice from Five Departments on the Launch of the Third Batch of Smart Photovoltaic Pilot and Demonstration P… 工信厅联电子函〔2022〕295号 |
| 2026-09-24 | 关于审慎开展光伏项目建设的提醒函 letter · 惠东县发展改革和政务数据局 |
| 2026-09-10 | 关于同意望牛墩镇居民分布式光伏项目备案的复函 letter · 东莞市望牛墩镇人民政府 |
| 2026-09-07 | 广东省生态环境厅关于同意梅州粤海水务有限公司新城水厂等两个分布式光伏发电碳普惠项目核证减排量备案的通知 notice · Guangdong Provincial Department of Ecology and Environment |
| 2026-09-05 | 广东省生态环境厅关于同意惠州市顺利包装制品有限公司970KW分布光伏发电碳普惠项目核证减排量备案的通知 notice · Guangdong Provincial Department of Ecology and Environment |
| 2026-09-01 | 广东省生态环境厅关于同意广东金鹿陶瓷实业有限公司屋顶分布式光伏发电等12个碳普惠项目核证减排量备案的通知 notice · Guangdong Provincial Department of Ecology and Environment |
| 2026-08-27 | 关于同意望牛墩镇居民分布式光伏项目备案的复函 letter · 东莞市望牛墩镇人民政府 |
| 2026-08-24 | 关于发布郑州市2026年第三季度分布式光伏承载力评估等级结果的公告 announcement · Zhengzhou Municipal Development and Reform Commission |
| 2026-08-21 | 漳州市人民政府关于中节能漳浦旧镇300MW渔光互补光伏电站项目海域使用权变更的批复 reply · Zhangzhou Municipal People's Government |
| 2026-08-18 | 光伏并网逆变器等9种产品质量监督抽查实施细则 detailed implementing rules · Shaanxi Provincial Administration for Market Regulation |
| 2026-08-07 | 龙门产投定制厂房光伏项目施工招标失败公告 announcement · 惠州市公共资源交易中心龙门分中心 |
| Measure | Group | Found | checked precision |
|---|---|---|---|
| Feed-in tariff / power price subsidy | Fiscal and financial support | 18 | not checked |
| Capital grant | Fiscal and financial support | 16 | 70% |
| Tax relief | Fiscal and financial support | 3 | 80% |
| Guidance fund / state equity | Fiscal and financial support | 2 | 50% |
| Interest subsidy | Fiscal and financial support | 2 | 90% |
| Electricity price concession | Fiscal and financial support | 2 | not checked |
| Purchase subsidy | Fiscal and financial support | 1 | 80% |
| Operating subsidy | Fiscal and financial support | 1 | not checked |
| Local content condition | Localisation conditions | 1 | 30% |
Precision from the Data page: samples of ten, checked by the AI assistant; a human-coded sample is still to come.
| Provision | How | Disadvantages |
|---|---|---|
| “三、申报主体所申报的项目需拥有自主知识产权，对提供资料的真实性负责。”
五部门关于开展第四批智能光伏试点示范活动的通知 工信厅联电子函〔2023〕306号 · 2023-11-10 |
Ownership, own-brand or own-IP test | foreign-owned firms |
| “三、申报主体所申报的项目需拥有自主知识产权，对提供资料的真实性负责。”
五部门关于开展第三批智能光伏试点示范活动的通知 工信厅联电子函〔2022〕295号 · 2022-11-08 |
Ownership, own-brand or own-IP test | foreign-owned firms |
| “三、申报主体所申报的项目需拥有自主知识产权，对提供资料的真实性负责。”
六部门关于开展第二批智能光伏试点示范的通知 工信厅联电子〔2021〕32号 · 2021-02-09 |
Ownership, own-brand or own-IP test | foreign-owned firms |
| “三、申报主体所申报的项目需拥有自主知识产权，对提供资料的真实性负责。”
工业和信息化部办公厅 住房和城乡建设部办公厅 交通运输部办公厅 农业农村部办公厅 国家能源局综合司 国务院扶贫… 工信厅联电子〔2019〕200号 · 2019-08-29 |
Ownership, own-brand or own-IP test | foreign-owned firms |
| “支持相关区县和重点开发区加大对掌握关键技术和自主知识产权的国内外光伏核心装备企业和优秀团队的招商引资力度，吸引其来沪发展，并在项目、土地、资金、人才等方面给予政策支持。”
上海市人民政府办公厅印发上海市贯彻《国务院关于促进光伏产业健康发展的若干意见》实施方案的通知 沪府办发〔2013〕65号 · 2013-11-22 |
Ownership, own-brand or own-IP test | foreign-owned firms |
| “鼓励政府和国有控股企业投资建设的通信基站、交通设施、林场消防站点等太阳能光电设施，按“同等优先”原则采购本地产品和服务。”
洛阳市人民政府关于支持硅光伏产业链上下游企业开展合作的意见 洛政〔2012〕110号 · 2012-09-14 |
Local content / localisation rate | imports, other regions |
Keyword and model screens: leads to check against the document, not findings. Newest first, one per document.
| No in-force date in the next 12 months. |
| 2026-12-31 | 关于调整光伏等产品出口退税政策的公告 Guangzhou Municipal Bureau of Finance |
| 2027-04-02 | 市发展改革委关于印发《天津市风电光伏发电开发管理办法（试行）》的通知 Tianjin Municipal Development and Refor… |
| 2027-08-21 | 内蒙古自治区能源局关于托克托外送二期150万千瓦光伏基地接网工程核准的批复 Inner Mongolia Autonomous Region Bureau… |
| Firm | Ownership | Listings |
|---|---|---|
| 布式光伏发电项目有限公司 | unclassified | 12 |
| 式光伏发电项目有限公司 | unclassified | 11 |
| 分布式光伏发电项目有限公司 | unclassified | 11 |
| 江西省高速电建新能源有限责任公司 | unclassified | 11 |
| 伏发电项目有限公司 | unclassified | 10 |
| 项目有限公司 | unclassified | 10 |
| 光伏发电项目公司 | unclassified | 10 |
| 有限公司原平分公司 | unclassified | 10 |
| 发电项目有限公司 | unclassified | 9 |
| 宁夏鑫汇瑞能电力发展有限公司 | unclassified | 8 |
| 沈阳爱易智慧能源科技有限公司丹东分公司 | unclassified | 8 |
| 能源有限公司 | unclassified | 7 |
Foreign-owned and joint ventures named:
益海嘉里（北京）粮油食品工业有限公司 (1) · 美国国际铜专业协会上海代表处广东美的暖通设备有限公司 (1) · 建锠（中国）精密不锈钢科技有限公司 (1) · 广汽本田汽车有限公司增城工厂 (1) · 广州东风日产乘用车有限公司 (1) · 沈阳宜家家居有限公司 (1)
No listed group in this sector with HKEX grants extracted.
| Market | 12-month change | MSCI China |
|---|---|---|
| TAN | -9% | -18% |
| JKS | -65% | -18% |
| DQ | -60% | -18% |
| CSIQ | -34% | -18% |
Prices to 2026-10-14. Context, not a signal: see Insights → Markets for what publication does and does not move.
155 documents whose title matches 光伏|太阳能, plus 31 in the topic tree pv; 164 together. Goods: HS 854142, 854143. Measures and preference provisions are screen output; open each document for the clause.