Recording of Monday, June 22, 2026 | The smarter E Europe Conferences 2026 | Language: English | Duration: 10:37 .

China's Solar PV and Energy Storage Market Outlook

China is projected to experience a 20% decline in solar PV installations this year, influenced by the new electricity price mechanism, Document No. 136, which has reduced the attractiveness of solar projects relative to wind. This shift has led to delays in utility-scale solar projects and uncertainty in local installation targets, particularly in the initial years of the five-year plan. Global demand for solar modules outside China remains flat, with China's solar demand expected to drop significantly, impacting global supply chains. In contrast, the energy storage segment is growing, with China holding a 50% market share. Although some local module prices in China have seen minor declines, prices abroad remain stable with modest increases. Meanwhile, cash flow and margins are prioritized over shipment numbers in the solar industry, as companies aim to maintain module prices amidst fluctuating demand. Anticipated future capacity releases in the battery market may lead to improved cost performance in battery storage.

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Speaker

Corrine Lin
CEO
InfoLink Consulting Co,. Ltd.
China

Talk of session: Global Solar Market Outlook: What is Powering Sustained Solar Growth Around the World?

After another record year for global PV installations in 2025 - largely driven by China - the outlook for 2026 is more complex. Policy shifts in China, political headwinds in mature markets and rising geopolitical tensions are altering growth dynamics, while emerging markets are showing accelerated growth on the back of low-cost modules. This session brings together leaders from major solar markets to assess risks, opportunities and strategies in the context of sustained global expansion.

Key topics:

• Launch of the Global Solar Market Outlook 2026-2030
• China's new solar strategy and policy
• Growth drivers in emerging markets
• Positioning solar in a shifting geopolitical landscape

Further Talks of this session:

Welcome and Introduction

Speaker

Sonia Dunlop
CEO
Global Solar Council

To Talk

Global Solar Market Outlook Launch

Speaker

Michael Schmela
Executive Advisor & Director of Market Intelligence
SolarPower Europe
Belgium

To Talk

Executive Panel: How Has the New Energy Crisis Changed Solar Growth Dynamics Around the World

Speaker

To Talk