In the third quarter of 2025, the expansion of photovoltaic manufacturing capacity began to slow down . According to incomplete statistics from the Digital New Energy DataBM. Com, from July to September, there were only 46 https://www.databm.
led by Chinese enterprises, of which 4 were contracted projects. There are 12 in the EIA stage, 5 in the investment and construction of factories , and 3 in the trial production/production projects . Other progress (filing, energy saving approval, etc.) 9 . In addition, there are 7 projects in the stage of attracting investment and 6 projects announcing the termination of construction/shutdown.
21 https://img7.ccement.com/news/2510/richtext/img/ysvdq8id821760351353938. involving the battery link." There are 19 component links and 7 auxiliary material links.
It is worth mentioning that in the third quarter of 2025, there are two projects involving silicon materials in the main industrial chain . That is, 100000 tons of polysilicon project in Ganzhou District , Zhangye City, Gansu Province and 100000 tons of polysilicon or monocrystalline silicon photovoltaic glass manufacturing project in Zuoquan County, Jinzhong City, Shanxi Province.
Also from a technology perspective, the major , which was popular before, has slowed down significantly, only the 12GW high-efficiency battery intelligent manufacturing project promoted by the Karamay Municipal Government of Xinjiang.
According to Digital New Energy DataBM, nine projects involve perovskite technology. Six projects involve HJT technology. There are 4 projects each involving BC and lamination technology.
Among them, the largest amount of investment is a 6
. plans to invest in the construction of Sukhnai Comprehensive Economic Zone in Egypt. SRC = "https://img7.ccement.com/news/2510/richtext/img/o73q6zg2wll1760351399756.
From the perspective of investment amount, among the 46 PV projects in the statistics, Thirty-six of them have disclosed specific investment, and the investment of the disclosed projects is generally not high , most of which are concentrated around 1 billion yuan.Among the 46 photovoltaic projects in the
statistics, there is only one project exceeding 10 billion yuan, namely the 12 GW high-efficiency battery intelligent manufacturing project promoted by the Karamay Municipal Government of Xinjiang. The second is the 100000 tons of polysilicon or monocrystalline silicon photovoltaic glass manufacturing project in Zuoquan County, Jinzhong City, with a total investment of 8 billion yuan .
In addition, since the reduction of production in July, photovoltaic enterprises have taken the initiative to suspend or terminate some projects in order to reduce losses.
Among the 46 photovoltaic projects tracked by the Digital New Energy DataBM. Com, 6 projects have involved enterprises due to
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