China's Solar Plunge Is 'Return to Rationalization,' Lobby Says
China's solar industry experienced a dramatic 66% decline in installations during the first half of 2026 following a significant policy shift. According to the solar lobby, this sharp drop represents a necessary correction toward more sustainable growth rather than a crisis. The industry characterizes this transition as a 'return to rationalization,' suggesting that the market is stabilizing after a period of rapid expansion.
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China’s Solar Plunge Is ‘Return to Rationalization,’ Lobby Says
China's solar industry experienced a dramatic 66% decline in installations during the first half of 2026 following a significant policy shift. According to the solar lobby, this sharp drop represents a necessary correction toward more sustainable growth rather than a crisis. The industry characterizes this transition as a 'return to rationalization,' suggesting that the market is stabilizing after a period of rapid expansion.
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