China’s solar firms are bleeding and winning at once
China’s solar PV export value and manufacturing capacity for wafers, cells and modules, showing sustained growth with fluctuations across global, EU and ASEAN markets (2017–2025) China’s solar industry is undergoing its sharpest downturn in over a decade, with global implications for prices, supply chains, and competition. A March 2026 brief by the Center for Strategic and International Studies (CSIS) states that price erosion, excess capacity, and rising trade barriers are disrupting the sector while reinforcing…