Huatai Securities: MIIT raises efficiency standards for photovoltaic modules, industry inflection point may gradually emerge
Huatai Securities reports that China's Ministry of Industry and Information Technology has significantly raised efficiency standards for photovoltaic modules. This move, expected to be implemented after a public comment period ending in July, aims to accelerate the clearing of excess production capacity. The updated standards are anticipated to benefit high-efficiency solar cell technologies like BC, HJT, and TOPCon 3.0, while potentially phasing out less advanced or financially struggling manufacturers. AI