China installed just 9.52 GW of solar capacity in April, down sharply from 45 GW a year earlier, as the domestic market adjusts after a record-breaking rush to beat a policy change.

Beijing has been striving to rein in severe overcapacity in the solar industry. But the sector is still plagued by illegal facilities, an insider says.

China exported a record volume of solar components in March 2026, comprising photovoltaic panels, cells and wafers, according to data from the Chinese customs authority analyzed…