- 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 limits for major manufacturing processes.
The requirements are expected to pressure older polysilicon facilities that consume more power while encouraging upgrades in efficiency systems.
Manufacturers may need to adopt improved heat recovery, hydrogen recycling, and process optimisation methods to meet the updated energy requirements.
The wafer sector will also face stricter rules through GB 47835-2026, which covers monocrystalline silicon production standards.
Older crystal-pulling equipment and inefficient wafer lines could face increasing pressure as the industry moves toward improved manufacturing methods.
Technologies such as continuous crystal pulling, better thermal management, and thinner wafers are expected to gain greater importance.
GB 47834-2026 introduces energy efficiency requirements for crystalline silicon modules and grid-connected inverters, affecting finished solar products.
The module standard reportedly introduces three efficiency grades, with Grade 1 representing the highest level under the classification system.
Minimum Grade 3 efficiency levels are reported at around 23.2% for TOPCon and HJT modules, alongside 23.5% for BC designs.
The standard also introduces environmental stress testing and bifacial performance requirements for different module technologies.
Solar price wars face pressure from stricter standards
China's solar industry has faced nearly two years of severe oversupply, forcing manufacturers into aggressive price competition, and the new rules are expected to accelerate retirement of older production lines and increase pressure on less efficient manufacturers.
Legacy PERC module facilities, early TOPCon production capacity, and high-energy polysilicon plants could experience the strongest impact.
Companies operating newer production systems with lower energy consumption may find it easier to meet future requirements, and the changes could also affect how solar projects select equipment as government-backed tenders adopt stricter compliance measures.
State-owned utilities and public renewable projects may increasingly favour products meeting higher efficiency and energy performance standards.
For solar manufacturers, the shift may increase short-term costs through equipment upgrades, factory changes, and capacity reductions, however, the new framework could push the industry away from endless price cuts toward efficiency-focused competition.
The rules mark a major change for a market that expanded rapidly through low-cost manufacturing and large production volumes.
By limiting inefficient capacity, China appears to be moving toward a solar sector built around energy savings and higher-quality output.
Via pv Magazine
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