Solaire photovoltaique en Chine

[energy_isere]

suite de 3 post au dessus . aprés le chiffre de 930 GW de solaire PV fin mars, les 1000 GW sont atteints et dépassés !

China hits 1 TW solar milestone
China’s solar power capacity has surpassed 1 TW, marking a historic milestone as the country accelerates its energy transition. Around 92 GW of new PV systems were installed in China in May alone, but analysts warn the pace may slow in the second half of the year.

June 23, 2025 Vincent Shaw

China’s cumulative installed solar capacity has surpassed 1 TW, according to the National Energy Administration (NEA). By the end of May 2025, solar capacity had reached 1.08 TW (1,080 GW), up 56.9% year on year.

NEA data show total power generation capacity stood at 3.61 TW at the end of May, an 18.8% increase from a year earlier. Solar was the fastest-growing segment, driven by record installations in the first five months of 2025.

From January to May, new solar installations totaled 197.85 GW, up 388.03% from the same period last year. In May alone, China added 92.92 GW of new capacity, a 105.48% increase from April and the highest monthly figure on record.

Analysts attribute the surge to favorable government policies, including support for distributed solar and mechanisms allowing renewable energy to participate in electricity market trading. These measures triggered a rush to complete installations ahead of expected policy changes in the second half of the year.

China reached its first 1 GW of installed solar in 2010 under the Golden Sun Program, which launched the country’s distributed solar segment. After trade tensions with the United States and Europe in 2011–12, Beijing shifted toward domestic support, spurring utility-scale projects in the northwest and pushing cumulative capacity to 10 GW by mid-2013.

The top-runner program later boosted deployment by promoting technological innovation and efficiency. By June 2017, total installed capacity exceeded 100 GW – a tenfold increase in four years. Eight years later, China has reached 1 TW of installed solar –an unmatched global milestone.

However, analysts warn that demand could slow in the second half of 2025 as the policy-driven surge eases. Several market research firms have issued cautious forecasts, citing a likely drop in installation momentum.

https://www.pv-magazine.com/2025/06/23/ ... milestone/

[energy_isere]

La Chine en passe d'installer 1 GW de solaire PV par jour en 2025 !

China on track to deploy 380 GW of PV in 2025
China is set to break new ground in its energy transition, with 2025 renewable capacity additions projected to exceed 500 GW, driven by surging solar and wind deployment, according to a new report from the State Grid Energy Research Institute.

July 10, 2025 Vincent Shaw

China’s total installed power generation capacity is expected to reach 3.99 TW by the end of 2025, up 19.2% from a year earlier, with wind and solar accounting for nearly half of the total, the State Grid Energy Research Institute (SGERI) said in its newly released China Power Supply and Demand Analysis Report (2025).

The report said that wind and solar will contribute 500 GW of new capacity in 2025, including 140 GW from wind, a 77.1% year-on-year increase, and 380 GW from solar, up 35.5%. This marks the first time renewable additions will surpass 500 GW per year in China.

By the end of May 2025, China had added 197.85 GW of solar capacity and 46.28 GW of wind for the year, representing year-on-year growth of 150% and 134%, respectively. Cumulative solar and wind capacity reached 1.684 TW, comprising 45.8% of the country’s total generation capacity.

China’s cumulative installed solar capacity has surpassed 1 TW, according to the National Energy Administration. As of May 2025, solar capacity stood at 1.08 TW, or 1,080 GW, up 56.9% from a year earlier.

The country’s power consumption is also increasing. Total electricity demand in 2025 is projected to exceed 10 trillion kWh, about 5% higher than in 2024, supported by ongoing economic growth. GDP is expected to expand by 4.5% to 5.5% in 2025, with 5% as the baseline scenario.

In 2024, electricity demand reached 9.85 trillion kWh, up 6.8% year on year. Industrial use remained dominant, accounting for nearly half of total consumption. Power use in high-tech manufacturing rose 10.3%, outpacing growth in the broader manufacturing sector. In contrast, traditional high-energy sectors such as steel and cement posted declines, weighed down by weakness in real estate and ongoing production restructuring.

SGERI also noted a shift in China’s energy mix. At the end of 2024, total generation capacity was 3.35 TW, with wind and solar making up 42% and non-fossil sources accounting for 58.2%. Coal remained dominant in actual power generation, producing 18 percentage points more electricity than its share of capacity would suggest.

To strengthen grid flexibility and improve interregional power balancing, several ultra-high-voltage transmission projects – including Qingdong, Zhongheng, and Kunyu – are set to come online in 2025.

While overall supply-demand conditions are expected to improve in 2025, SGERI warned that supply could tighten during peak summer periods in some areas. No large-scale power rationing is expected, and the winter outlook is largely balanced.

The report also cited emerging loads such as data centers, 5G base stations, and electric vehicle charging infrastructure. Data center consumption is expected to exceed 160 billion kWh in 2025, while 5G-related demand may contribute more than 30 billion kWh.

With record capacity additions and accelerating decarbonization, 2025 is poised to be a pivotal year for China’s power sector transformation, coinciding with the final year of the country’s 14th Five-Year Plan.

https://www.pv-magazine.com/2025/07/10/ ... v-in-2025/

[energy_isere]

L'industrie du solaire en crise de surcapacité en Chine :

China's Solar Sector Has Slashed 87,000 Jobs Since 2024

By Irina Slav - Aug 01, 2025

Chinese solar power companies shed a third of their workforce last year, amid intense competition and overcapacity that drove losses, Reuters has reported, citing company filings.

Also, last year and this year so far, more than 40 sector players have gone bankrupt, delisted, or been bought by other companies from the industry, the report also said, citing a report from the country’s solar industry association. The layoff numbers stand at a total of 87,000 people, from five of the biggest solar businesses in China.

“The industry has been facing a downturn since the end of 2023,” a Morningstar analyst told Reuters. “In 2024, it actually got worse. In 2025, it looks like it's getting even worse,” Cheng Wang also said.

The downturn follows three years of frenetic expansion sponsored by the government, which elevated solar to a key industry for economic growth. This expansion resulted in overcapacity, which sank prices and destroyed profits for many.

The government realized the problem last year and took steps to solve it, as the competition for market share has prompted some Chinese manufacturers to sacrifice quality for the sake of higher profits.

The Chinese solar panel market remains oversupplied, and this glut could last up to two more years, one of the top manufacturers, Longi Green Energy Technology, said last year. Longi is one of the companies that laid off a lot of people last year.

Earlier in 2024, the China Photovoltaic Industry Association said that China urgently needed consolidation in the solar manufacturing industry as overcapacity and price wars were leading local companies to a race to the bottom.

A consolidation in the industry with the government’s blessing is one way to prop up the solar industry. Tighter quality standards could also help, by “forcing out outdated production capacity,” per a recent statement by the industry and information technology ministry.

https://oilprice.com/Latest-Energy-News ... -2024.html