(1) Development
of global module industry In 2025, the global module production capacity and output reached 1430.2G W and 693.6G W respectively, with a year-on-year increase of 3.0% and a year-on-year decrease of 4. In 2025, the domestic photovoltaic installed capacity reached a new high. In the international market, the global
(2) Development
of China's module industry In 2025, the production capacity and output of photovoltaic modules in China will be 1089.4G W and 574.5G W respectively. Decreased by 5.8% and 8% respectively on a year-on-year basis.
Second, trade barriers continue to upgrade from traditional tariff barriers to localized barriers. In the United States, tariffs have been increased layer by layer and barriers have been upgraded in an all-round way. On the European side, the Industrial Acceleration Act (IAA) proposed in March 2026 marks a qualitative change in European policy, which is clearly aimed at China's production capacity going to Europe. India's ALMM list has been upgraded to force the localization of batteries, promote the extension of photovoltaic manufacturing from the component link to the battery link, and realize the localization of the complete industrial chain.
Third, domestic enterprises continue to lay out overseas markets. With the signing and entry into force of the Great America Act of the United States and the final anti-dumping ruling in Southeast Asia, the global production capacity of Chinese photovoltaic enterprises has opened a new round of layout. Egypt, Oman, Ethiopia and Tunisia in Central and East Africa have become target areas.
(4) The trend
of industrial development is that the adjustment of supply and demand structure of the industry has entered a critical period. At present, the industry is undergoing the most severe systematic adjustment in history. Under the circumstances of the national comprehensive rectification of "involution" vicious competition and the continuous strengthening of self-discipline in the industry, the overall supply and demand situation of the industry has improved in 2025, and the production capacity of domestic components has declined year on year, effectively curbing the situation of irrational price competition. However, the price is still at a low level when the overall supply is still greater than demand. The 2026 Report on the Work of the Government and the Outline of the Fifteenth Five-Year Plan for National Economic and Social Development of the People's Republic of China clearly put forward that we should comprehensively use such means as capacity regulation, standard guidance, price law enforcement and quality supervision to thoroughly rectify the "involution" competition.
Second, industrial development has been further upgraded. The upgrading of technology and safety standards and the deployment of energy-saving supervision will accelerate the cracking of the "involution" vicious competition in the industry. With the official release of mandatory national standards such as "Minimum Allowable Values of Energy Efficiency and Energy Efficiency Grades for Crystalline Silicon Photovoltaic Modules and Inverters", "Safety Requirements for Photovoltaic Modules" and "Requirements for Nameplate Identification of Photovoltaic Modules" in the next step, special energy-saving supervision will be carried out for key industrial chains such as photovoltaic modules, and driven by the market demand for high-efficiency products, module products will accelerate iterative upgrading.
Third, photovoltaic modules further show the trend of scenario. The application scenarios of PV modules were continuously subdivided, and the differentiated value was further enlarged, which promoted the industry to launch customized product solutions for various typical application scenarios, improved the terminal use experience, and solved the actual pain points, including < a href = "https://www.databm.".
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