**Abstract**
Introduction: On June 4 this year, the EU announced a temporary anti-dumping duty of 11.8% on China’s photovoltaic products. If no settlement is reached by August 6, the rate could jump to 47.6%. In recent years, “photovoltaic bases†have spread rapidly across China, with 31 provinces and regions prioritizing solar energy as a key emerging industry.
The EU’s anti-dumping measures pose a significant challenge for China’s solar sector, which remains heavily reliant on international markets due to underdeveloped domestic demand. Since the global financial crisis in 2008, falling demand in Europe and the U.S. has caused a sharp drop in module prices—over 50%—leading to a difficult period for the industry.
Faced with growing trade tensions from both the U.S. and the EU, the Chinese solar industry is now looking to expand its domestic market. On June 15, the State Council released "Several Opinions on Promoting the Healthy Development of the Photovoltaic Industry," which builds upon the "National Six Articles" to boost domestic PV demand. The plan aims to increase annual installed capacity to around 10 million kilowatts from 2013 to 2015, reaching over 35 million kilowatts by 2015. This represents a 75% increase from the 20 million kilowatts set in 2012.
The policy also introduces clearer electricity pricing and subsidy mechanisms, aiming to improve investment confidence and support grid integration. Experts believe that while the policy marks a major step forward, the actual impact will depend on how quickly subsidies are implemented and whether grid connection issues are resolved.
Currently, the industry is at a critical juncture. Expanding the domestic market is essential to reducing reliance on overseas demand. The new targets signal a shift toward self-sufficiency and long-term stability. With an estimated investment demand exceeding 100 billion yuan, the policy is expected to provide much-needed relief to the struggling sector.
However, challenges remain. Delays in subsidy payments and unclear implementation rules have hindered progress. Analysts stress that without clear pricing and timely support, the full potential of the policy may not be realized.
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State Council: Focus on supporting PV backbone enterprises to increase fiscal and tax policy support
Guofa [2013] No. 24
The development of the photovoltaic industry plays a vital role in adjusting China’s energy structure and promoting ecological civilization. To ensure healthy growth, the State Council has issued guidelines emphasizing market expansion, industrial restructuring, and technological innovation.
The policy outlines several key goals, including accelerating the elimination of outdated production capacity, improving technical standards, and strengthening domestic applications. It also calls for better coordination between local and national policies, improved grid access, and enhanced financial and tax support.
By focusing on both short-term demand stimulation and long-term industry upgrading, the State Council aims to create a more sustainable and competitive photovoltaic sector. With the right policies in place, China’s solar industry could emerge stronger and more resilient in the global market.
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