China tightens mandatory energy limits for polysilicon plants from 2027

The new Chinese standards cover polysilicon and germanium production, monocrystalline silicon manufacturing and crystalline silicon PV cell efficiency. They were approved on June 27, published in full on July 22, and take effect at the start of 2027. For solar manufacturers and buyers, the rule matters because it may accelerate the removal or idling of inefficient polysilicon capacity, even if the near-term supply impact is muted by already-idle plants.