It is expected that the domestic demand will usher in a turning point in the second half of 2026, and the domestic newly installed capacity is expected to resume growth in 2027.
On July 22, at the "2026 Photovoltaic Industry Supply Chain Development (Ningbo) Seminar" held in Ningbo, Zhejiang Province, Yan Dazhou, supervisor/director of China Photovoltaic Industry Association/National Engineering Laboratory of Polysilicon Material Preparation Technology, made a theme report on "Polysilicon Market Supply and Industrial Development".
In the first half of 2026, China's polysilicon output was about 541,000 tons, down 9.3% from the same period last year, and the average operating rate of polysilicon enterprises was 33.8%. As of June, the total domestic polysilicon inventory was about 510 thousand tons, equivalent to nearly half a year's output. Yan Dazhou is expected to produce 102,000 tons in July.
On July 21, the 2026 Fortune China 500 list was released. The list still includes both listed and unlisted companies. According to the incomplete statistics of digital new energy DataBM. Com, there are 15 photovoltaic enterprises on the list this year.
Domestic concrete price statistics in June show that the statistics cover the relevant data of concrete prices in all regions of the country. On the whole, the price of concrete in the whole country has declined. Among many regions, Liaoning, Jilin and other places have more obvious changes in prices, prices have been reduced; some regions such as Shanxi, Inner Mongolia, Heilongjiang and other places have flat changes in prices, prices have no significant fluctuations. In addition, on a year-on-year basis, most regions also showed a downward trend, with only Xinjiang showing a certain increase on a year-on-year basis.
According to the Digital New Energy DataBM. Com, 41 photovoltaic power plant equipment in Wuan City, Handan City, Hebei Province will be auctioned at 10:00 on July 15, with a starting price of about 142.868 billion yuan and a margin of 1.5 million yuan.
During the "15th Five-Year Plan" period, investment in key energy projects and new formats has maintained a steady growth trend, with a total scale estimated to exceed 20 trillion yuan.
The exhibition includes photovoltaic production equipment, materials, photovoltaic cells, photovoltaic application products and components, as well as photovoltaic engineering and systems, energy storage, mobile energy, etc., covering all aspects of the photovoltaic energy storage industry chain.
On June 16, the National Bureau of Statistics released the data of industrial production above the scale from January to May. From January to May, the output of photovoltaic cells was 306.31 million kilowatts, a decrease of 16.4% compared with the same period last year. Among them, the output of batteries in May was 66.19 million kilowatts, a decrease of 20.4% compared with the same period last year.
Domestic concrete price statistics in May showed that the national concrete price fell by 0.31% annually and 10.06% year-on-year. In each region, there is a significant increase and decrease in price changes. The rise was more prominent in Shanxi, with a month-on-month increase of 1.73%, and Xinjiang also had a 1.02% increase. The decline was more obvious in Guizhou, with a month-on-month decline of 1.98%; Chongqing and Yunnan also had a larger month-on-month decline, with 1.52% and 1.55% respectively. In addition, there are some regions such as Inner Mongolia, Heilongjiang and other places where the ring price has not changed. On a year-on-year basis, most of the regions showed a downward trend.
Digital New Energy DataBM. Com found that in May 20-27, six photovoltaic projects made new progress. The cumulative capacity of the above projects is 454 MW, and the construction units involve the companies of central enterprises such as Datang, State Energy Group and Huaneng.
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