New electricity price policy solar container

What are the new solar energy rules?

The new rules will only apply to projects developed from June 2025 onwards. They will apply to all sources of wind and solar power, from huge clean-energy “ bases ” to distributed generators such as solar rooftops.

How will China's new solar policy affect the solar industry?

China’s PV installations therefore remain robust, with added capacity forecast at 310 GW for 2025 – half of expected global solar installations. Wind is not as influenced by the new policy as solar and storage, due to longer lead times.

Will China install energy storage in 2026?

S&P Global Commodity Insights forecasts that China will install 44 GW/116 GWh energy storage in 2026, which is 36% less capacity than its projection for 2025. The rush to install PV and storage in 2025 will likely affect 2026 deployment. China’s share of global annual installations is set to drop by 7% for PV and 15% for storage from 2025 to 2026.

Will there be a minimum price for electricity?

It is possible that there will be a legally determined minimum price. The government calls this a 'reasonable compensation' and they have agreed that this should never be negative. This means that you will never have to pay to have your electricity fed into the grid.

How much solar power has China added in 2025?

In the first quarter of 2025, China added 59.7 GW of PV, a 31% year-on-year increase. This included 23.4 GW of capacity from utility-scale solar projects, up 7% year on year, and 36.3 GW from distributed PV, up 52% on the previous year.

Will China adopt a market-oriented power policy in 2025?

Shandong province was the only region in China to publish guidelines for a market-oriented power policy as of May 2025. Despite the changes, existing projects must still comply with storage pairing mandates. The competitive bidding process for solar and wind CfDs will also be organized separately in 2025.