
In an effort to bring structure and drive sustainable growth in the photovoltaic sector, the Chinese State Council released the "Several Opinions on Promoting the Healthy Development of the Photovoltaic Industry," a document that has sparked widespread discussion among industry players and experts. The policy aims to address long-standing challenges, including setting clear development goals, improving conversion efficiency, and ensuring follow-up measures are in place.
One of the key points in the "Opinions" is the revised target for new photovoltaic capacity. From 2013 to 2015, the annual average installation is expected to be around 10 GW, with a total of over 35 GW by 2015. This represents a significant increase compared to previous targets, marking the fourth time the goal has been raised. While some industry observers believe this may be a strategic move to counter the impact of trade tensions with the European Union, others see it as a genuine push toward renewable energy leadership. Experts emphasize the importance of maintaining confidence and seizing opportunities, while analysts like Huang Gonghui from TrendForce suggest that the 35 GW target is achievable with proper policy support.
Distributed photovoltaic systems are also expected to play a major role in meeting these targets. The "Opinions" emphasizes that local governments will be evaluated based on the performance of distributed solar installations, which are now being supported by provincial policies across the country. Provinces such as Zhejiang and Jiangxi have already introduced initiatives, while others like Guangdong are in the process of developing similar frameworks. This shift signals a growing emphasis on decentralized solar solutions, with diverse applications and innovative deployment methods becoming more common.
A major focus of the policy is on improving the conversion efficiency of photovoltaic cells. New projects must meet strict efficiency thresholds—monocrystalline silicon cells must exceed 20%, polysilicon cells at least 18%, and thin-film cells no less than 12%. These standards are seen as a challenge for many domestic manufacturers, as current production levels fall short of these targets. However, officials from leading companies insist that the requirements are realistic and achievable. They argue that while higher efficiency could be attained, the cost implications would make it less competitive. As one executive explained, achieving 20% efficiency would add 5–10% to manufacturing costs, making it less economically viable for the current market.
Finally, the implementation of the "Opinions" depends on detailed supporting policies from various government agencies. The National Development and Reform Commission, Ministry of Finance, and other departments are working on specific regulations related to tariffs, subsidies, and technical standards. According to sources, these documents are expected to be released before the end of the year, ensuring that the vision outlined in the "Opinions" can be effectively translated into action. As Gao Hongling from the China Photovoltaic Industry Alliance noted, the success of the policy hinges on coordinated efforts across all sectors, ultimately driving the industry toward higher quality and long-term sustainability.
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