China’s Solar Sector Update: NEA Finalizes Distributed Solar Rules, Longi Secures Major Deal

Solar-Modules

BEIJING: The National Energy Administration (NEA) has issued the final Administrative Measures for the Development and Construction of Distributed Solar Power Generation, replacing the interim regulations from 2013. These comprehensive rules outline standards for all stages of distributed solar projects, including definitions, oversight, project filing, construction management, grid integration, and operations. Effective May 1, 2025, the new framework will apply to newly connected projects, while existing systems will remain under the previous guidelines.

NEA Deputy Director Pan Huimin highlighted that China installed 120 GW of distributed solar in 2024, accounting for 43% of the 277.17 GW total installed capacity. Distributed solar generated 346.2 TWh in 2024, making up 41% of the country’s solar output. By year-end, cumulative distributed solar capacity reached 370 GW, a 121-fold increase since 2013, representing 42% of China’s total solar capacity.

Meanwhile, Longi Green Energy secured the top bid to supply 1.2 GW of bifacial, dual-glass, n-type PV modules for the first phase of the Hongsi Fortress Renewable Energy Base in Ningxia. The 3 GW solar complex, developed by Hunan Energy Group, will begin receiving module deliveries between March and May 2025.

In contrast, Irico Group New Energy reported an unaudited net loss of CNY 350-400 million ($41.3-$47.2 million) for 2024, reflecting a significant increase over the CNY 231 million loss in 2023. The company attributed its financial challenges to declining PV glass prices and asset impairments due to weakened downstream demand

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