China's Solar PV Capacity Surpasses Thermal Power, EoL Recycling Initiatives Emerge
China's installed solar PV capacity reached 1.24TW by March 2026, surpassing thermal power for the first time. Projected EoL PV waste could grow to 20 million tonnes by 2050, presenting both challenges and resource recovery opportunities for the industry.
Theia Market Signal Identification - AI Assisted
As of March 2026, China's installed solar PV capacity stands at approximately 1.24TW, following a rapid growth trajectory. By 2030, it is anticipated that the country will face its first significant wave of PV decommissioning, with potential waste reaching around 1.5 million tonnes.
The government has initiated a regulatory framework including the 2023 'Guidance on Promoting the Recycling of Retired Wind Power and PV Equipment,' aiming to establish comprehensive recycling systems by 2030. Emerging technologies in PV recycling are being developed, including mechanical, thermal, and chemical delamination methods.
Despite progress, challenges remain in achieving efficient material recovery and scaling up operations. The convergence of policy support and technological advancement positions China to lead in the global PV recycling sector.
Comments