According to foreign media reports, on May 19, 2026, Carbon, a French photovoltaic manufacturer, issued a statement. Carbon announced that it would abandon the construction of 5G W solar energy in the southern French port of Foss " in response to the reasons for the suspension of the construction plan of the module factory, Carbon clearly explained in the statement. " The uncertainty of the potential market prospects and the synergy of the relevant policy commitments between the European Union and France make it impossible for us to implement the financing conditions required for the project within a reasonable time, so the project can not be promoted."
Ambition begins to write, but encounters a cold wave of policy! In March of the same year, Carbon launched a heavy industrial plan, announcing plans to build a 5G W photovoltaic module super factory in France, and to build an integrated production base covering the whole industry chain from silicon ingot production to photovoltaic module formation . One year after the official announcement of the
project, Carbon finalized the construction plan, located in Port Foss, France, to build 5G W photovoltaic cells and 3.
The French government has promised to provide tax credits and other support policies to help Carbon build photovoltaic manufacturing plants in France to reduce its dependence on imported photovoltaic products from China.
In order to further promote the development of the local photovoltaic industry, French Finance Minister Le Maire publicly called on European policymakers, energy companies and park developers to give priority to the large-scale use of "Made in France" solar modules .
said. The Net Zero Industry Act (NZIA) passed by the European Union in June 2024 only aims at diversifying the supply chain, but does not introduce preferential policies to support local production in Europe.
To make matters worse, the Industrial Acceleration Act (IAA) introduced by the European Union in March 2026 further relaxed the scope of "Made in Europe" recognition, including Turkey, Vietnam, India and other countries that have signed free trade agreements with the European Union. It is unified into the category of "Made in Europe".
More than that, the EU also decided to postpone the implementation of the preferential procurement policy for European local products until 2030. The combination of multiple factors has greatly weakened its competitive advantage in photovoltaic manufacturing in France.
Carbon said that these developments reflect the differences that still exist among European member States in establishing a photovoltaic market. Although the legislative process is still advancing, the solar photovoltaic manufacturing market is not yet clear.
In view of this, Carbon decided to terminate the plan to build a 5G W solar module manufacturing plant.
Repeated twists and turns!
First of all, it comes from the patent level of battery technology.
It is understood that Carbon originally planned to use TOPCon battery technology to build component production lines, but preliminary research found that the original Korean LG EP2787541 TOPCon patent taken over by Jingao Technology covers a wide range of areas, which is likely to lead to suspected infringement of its planned TOPCon component production.
In order to avoid subsequent legal risks, Carbon has filed a patent objection with the European Patent Office since May 2023 to declare the core patent invalid. However, contrary to expectations, in October 2024, the European Patent Office issued a preliminary ruling to maintain the validity of the TOPCon patent of Jingao Technology.
all transactions in November 2024. ( December, Carbon said it would https://www.databm. with Chinese PV module manufacturers
, but up to now, the 700 MW BC module pilot production line jointly constructed by Carbon and Longji Green Energy has been officially announced for more than half a year." However, there has been no substantial progress in construction.
Postscript
Throughout the project process, although Carbon had taken the initiative to adjust the project scale and technical route to save itself, the deterioration of the external policy environment eventually became the last straw to crush the photovoltaic plant. The death of
this 5GW module manufacturing plant also reflects the common problems faced by the European photovoltaic industry: high cost, financing difficulties, and insufficient policy support. According to Digital New Energy DataBM.
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