Headline News China to enhance regulation over PV manufacturing capacity in 2026
Dec 18, 2025
China aims to enhance regulation in the photovoltaic manufacturing sector by 2026, focusing on phasing out outdated capacity through market and legal measures. The move seeks to improve balance between supply and demand while boosting quality and innovation. Additionally, discussions cover Hainan's new customs operations, which include a two-tier system and zero tariffs on various goods. The podcast also touches on South Korea's impeachment of its police chief and Russia's strategic plans for Ukraine in 2025.
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Hainan's Two-Tier Customs Rollout
- Hainan launched island-wide independent customs to enable freer trade with overseas markets.
- The two-tier system keeps standard customs controls for goods moving to mainland China while offering zero tariffs on many products.
China Tightens PV Capacity Oversight
- China plans stricter regulation of photovoltaic manufacturing capacity starting in 2026 to rebalance supply and demand.
- The government will use market and legal measures plus quality oversight to phase out outdated production.
Strengthen Monitoring And Innovation
- Improve price monitoring and strengthen product quality oversight in the PV sector next year.
- Boost innovation-driven development to replace outdated capacity and stabilise the market.