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Latest International PV Module News December 22, 2025

December 22, 2025 News

Recent developments in the international PV module market have focused on supply chain diversification, corporate overseas partnerships, and the application of high-efficiency technologies. Key events from the past week are summarized below:

Area Event Overview Key Details
European Policy & Market Italy's 1.1GW PV Tender Excludes Chinese Components The tender requires that at least four types of key products, including cells and modules, must be sourced from non-Chinese manufacturers.
European Manufacturers Urge Italy to Revise Tax Policy 11 manufacturers jointly appealed, arguing that the current tax credit is limited to specific high-efficiency technologies (e.g., HJT), favoring a single company and restricting mainstream technologies (e.g., TOPCon), and called for fair competition.
LONGi's BC Modules to be Used in Hungary's Largest PV Plant LONGi will supply Hi-MO 9 BC modules for a 450MW plant in Hungary, which will become Europe's largest power station using Back Contact (BC) technology.
Corporate Cooperation & Global Expansion Hengdian Dongmao Partners with UAE Firm to Enter Gulf Market Signed an exclusive distribution agreement with UAE's IAN to jointly develop the Gulf Cooperation Council (GCC) market, valued at approximately $6.53 billion.
JA Technology Participates in $210 Million Module Factory in Egypt A joint venture will establish a factory in Egypt's Suez Canal Economic Zone with a planned annual capacity of 2GW modules and 2GW cells.
LONGi Green Energy to Co-build 700MW BC Module Factory in France France's Carbon adjusted its original plan and partnered with LONGi to build a module factory in France utilizing BC technology.
JinkoSolar Supplies Over 10MW of High-Efficiency Modules to Switzerland Supplied 10.04MW Tiger Neo 3.0 modules to Switzerland, chosen for their excellent low-light performance suited to the local variable climate.
Technology Development & Application Huanghe Company's TBC Modules Secure 70MW Order in Europe Following the showcase of its high-efficiency TBC products at a Japanese PV expo, the company secured a 70MW module order from the European market.
Oman Adds 400MW of N-type Module Capacity Italy's Ecoprogetti established a new factory in Oman to produce TOPCon and HJT modules.
Industry Analysis & Trends Seminar Held on Overseas PV Market Trends The seminar noted that despite fluctuations in global PV demand, the transition trend remains unchangedsynergistic development of PV and energy storage is crucial; and companies expanding overseas must focus on project quality throughout the entire lifecycle.

Key Developments Explained

In addition to the events above, the following insights are noteworthy:

  • The "Dual-Track" Signal from the European Market: The European market is sending mixed signals. On one hand, policies are promoting supply chain "de-risking" from China, as seen in Italy's tender. On the other hand, European projects and companies are actively seeking cooperation with leading Chinese technologies, such as LONGi's projects in Hungary and France. This indicates that the European market is seeking a balance between pursuing supply chain security and adopting the most competitive technologies.

  • Innovation in Global Expansion Models: Chinese PV companies are adopting more flexible overseas strategies. Beyond traditional product exports and factory construction, new models like Hengdian Dongmao's exclusive distribution partnership with a century-old UAE family business have emerged. This combination of "top Chinese manufacturing + Middle Eastern local channels" can penetrate the lucrative distributed market in the Middle East more quickly.

  • Diversified Competition Among Technology Pathways: Different high-efficiency technology pathways are demonstrating their strengths in various markets and applications. Back Contact (BC) technology is favored in Europe for large-scale ground-mounted power stations and high-end manufacturing partnerships due to its high efficiency and reliability. Meanwhile, TOPCon as the current mainstream, along with HJT and TBC, continue to expand their global production capacity and applications.

  • Accelerated Global Supply Chain Layout: In addition to Chinese companies building factories in places like Egypt and France, Italian manufacturers are also expanding capacity in Oman. This indicates an acceleration in the decentralization and regionalization of the global PV supply chain to be closer to end markets and mitigate trade risks.

If you would like a deeper analysis of a specific regional market (e.g., Europe, the Middle East) or the competitive landscape of a particular technology (e.g., BC, TOPCon), I can provide further insights.

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