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

[energy_isere]

La Chine couvre ses déserts de panneaux solaires pour alimenter son économie

AFP •25/09/2025

Dans un désert du nord de la Chine, un océan de panneaux solaires bleus recouvre le sable ocre, épousant le relief de dunes comme des vagues, symbole de la transition énergétique à marche forcée du géant asiatique.

"Avant, il n'y avait rien ici (...) c'était complètement désert", se souvient Chang Yongfei, un natif de la province de Mongolie intérieure, qui travaillait auparavant dans le secteur du charbon, un pilier historique de l'économie de la région.

A 700 km de Pékin, ces centaines de milliers de panneaux représentent le symbole de la transition énergétique de la Chine, premier émetteur mondial de gaz à effet de serre.

Le dirigeant Xi Jinping s'est engagé mercredi à réduire les émissions nettes du pays de 7 à 10% d'ici 2035, dans un discours vidéo à un sommet spécial de l'ONU à New York.

Les installations solaires dans les déserts et zones arides sont un maillon clé de cette stratégie: le triple de la capacité électrique totale de la France doit y être installée entre 2022 et 2030, selon un document de planification.

Des images satellites analysées par l'AFP confirment un déploiement fulgurant ces dix dernières années du photovoltaïque dans les grands déserts chinois.

A Ordos dans le désert de Kubuqi, où s'est rendue une équipe de l'AFP, plus de 100 km² de sable ont été recouverts de panneaux solaires, soit la superficie de la ville de Paris.



Mais ce choix pose de nombreux défis: les tempêtes de sable peuvent dégrader les installations, et des températures trop élevées réduisent l'efficacité des cellules.

L'accumulation de sable sur les panneaux nécessite en outre une quantité considérable d'eau pour les nettoyer, dans des zones pourtant arides.

Pour pallier ces difficultés, les panneaux utilisés à Kubuqi sont dotés de ventilateurs capables de se nettoyer automatiquement et emploient une technologie bifaciale permettant de capter aussi la lumière réfléchie sur le sable, selon les médias officiels.

- Spot touristique -

La distance entre les déserts et les centres de consommation représente un autre frein au développement de ces projets.

Les centrales solaires du Kubuqi visent à approvisionner les provinces de Pékin, Tianjin ou du Hebei, à des centaines de kilomètres au sud.

Il y a un risque réel de "congestion sur les lignes de transmission", note David Fishman, associé principal de la société de conseil Lantau Group.

Pour cette raison, plusieurs provinces dont la Mongolie intérieure "restreignent l'approbation de nouveaux projets", ajoute-t-il.

Ces projets doivent aussi composer avec l'essor du tourisme, qui a explosé dans le désert de Kubuqi, stimulé par les vidéos d'expéditions en quads ou de balades en dromadaires.

Au volant de son 4x4, Chang Yongfei, l'ancien travailleur du charbon, compte aujourd'hui sur cette activité pour gagner sa vie.

Ses huttes avec vue panoramique au milieu des dunes, à quelques pas du champ solaire, font un carton sur les réseaux sociaux.

"Cette transition (énergétique) a été très bonne pour la région", souligne ce père de famille de 46 ans, avouant toutefois être "très inquiet" que le champ solaire n'engloutisse l'ensemble du désert, et avec lui la manne touristique.

"Mais je fais confiance au gouvernement pour nous en laisser une petite partie", glisse-t-il.

- Maintien du charbon -

D'autres voix soulignent que le développement massif du solaire n'a pas signé l'abandon du charbon, en particulier en Mongolie intérieure.

La Chine a mis en service au premier semestre 2025 de nouvelles capacités de production d'électricité au charbon jamais vues depuis 2016, selon un rapport du Centre de recherche sur l'énergie et l'air pur (CREA) et du Global Energy Monitor (GEM).

Autour de Kubuqi, des camions noircis par la suie, des trains interminables remplis de houille et de grandes cheminées fumantes témoignent de la vigueur de cette industrie.

Tant que le charbon "continue de jouer un rôle dans le système énergétique chinois, il constitue en réalité un obstacle structurel à l'expansion de l'énergie éolienne et solaire", écrivait en juin l'ONG Greenpeace.

Le déploiement de vastes champs solaires dans les déserts soulève enfin des questions concernant leur impact sur le climat, note Zhengyao Lu, chercheur à l'université de Lund.

Selon ses modélisations, l'absorption de la chaleur par de grandes surfaces sombres peut modifier les flux atmosphériques et avoir "des effets secondaires négatifs, par exemple avec une réduction des précipitations" dans d'autres régions.

Plutôt que de couvrir la plus grande surface possible en panneaux solaires, il préconise un "développement plus intelligent, localisé et organisé, qui combine production énergétique et préservation écologique".

Mais les risques du solaire "restent moindres comparés aux dangers du maintien des émissions de gaz à effet de serre", conclut-il.

https://www.boursorama.com/actualite-ec ... af39434e82

[energy_isere]

China building 1.8 GW offshore PV project in Bohai Sea
A state-led 1.8 GW offshore PV plan in Changli, China’s Hebei province, is set to become a model for large-scale marine solar development, with completion targeted by mid-2026.

September 22, 2025 Vincent Shaw

China is advancing its marine solar ambitions with a major 1.8 GW offshore PV demonstration project in Changli county, Qinhuangdao, Hebei province. With a total investment of CNY 14.4 billion ($2.20 billion), the scheme—the first of its scale in Hebei—is being jointly developed by four central state-owned enterprises: Huadian, Guodian, Guohua Investment, and China Power Construction.

Spanning approximately 17 square kilometers of sea area and four sub-projects, it is scheduled for full grid-connection by the end of July 2026.

According to the government of Qinhuangdao, the upper administrative of Changli, the project comprises four distinct sub-schemes:

· Huadian Changli 500 MW Pilot: AC side capacity of 460.8 MW, covering 4.68 square kilometers, estimated annual generation of 770 GWh, with investment of CNY 3.1 billion. Uses fixed-mount structural designs.

· Guodian 500 MW Project: with investment of CNY 2.6 billion, expected annual generation of 690 GWh, internal rate of return on equity is 7.02%, to use N-type TOPCon modules and 110 kV collection lines.

· Guohua 500 MW Project: DC/AC capacity of 500/201.6 MW, deploying 620 Wp N-type TOPCon modules with 300 kW string inverters, planned for completion in November 2025.

· China Power Construction 300 MW Project: Deep-water fixed pile foundation design, largest platform sizes and greatest average water depth among the four projects, detailed technical parameters not disclosed yet.

All four sub-projects connect via submarine cables to self-built 220 kV booster stations, then feed into the Qin Hai Guang 500 MW boost station. The Huadian subproject employs 110 kV collection lines and directional drilling for submarine cables, reportedly setting national records in cable routing distance.

Materials are selected for corrosion resistance: special steel combined with advanced anti-corrosion coatings, and polyurethane-edged component frames to suppress PID (potential induced degradation) under high humidity and salt-spray exposure.

Construction has been proceeding since early 2025. As of August 2025, about 240 steel-pipe piles have been installed. In the coming months, submarine cable laying and equipment commissioning work will intensify.

When operational, the project is forecast to generate some 2.75 TWh annually—meeting roughly 49% of Qinhuangdao’s electricity demand—and reduce annual coal consumption by an estimated 840,000 tonnes, cutting CO₂ emissions by about 2.16 million tonnes each year. Local industry will benefit with over 2,000 new jobs, and the green energy supply chain (marine equipment, power engineering) is projected to generate over CNY 1 billion in annual economic output.

As Hebei’s first large-scale offshore PV initiative, the Changli scheme is being positioned as a demonstration model for China’s wider marine solar strategy.

With ample shoreline resources, high solar irradiation, and proximity to load centres along the eastern seaboard, offshore PV is viewed as one of the most promising paths for clean energy expansion. Experts estimate that by 2030, marine solar could contribute more than 10% of China’s clean energy capacity growth, with cumulative offshore PV installations exceeding 100 GW.

https://www.pv-magazine.com/2025/09/22/ ... bohai-sea/