Shanghai Market Talk | Solar & Supply Chain

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In China, sweeping renewable energy market reforms are reshaping business models, while heightened electricity price volatility and earnings uncertainty are tempering near-term growth. Internationally, mature markets in Europe and the US and emerging ones across Southeast Asia each present distinct challenges, from grid integration and trade barriers to localization requirements. Meanwhile, the PV supply chain faces mounting pressure from intense competition, fluctuating raw material and freight costs, and tightening overseas compliance standards.