China's Solar Surge: What Lies Ahead?

Report Summary:

This report analyses the solar installation surge in China in 2024, diving deep into political and market drivers. Based on findings from the 2024 surge, the report also explores China's solar energy outlook over the next decade, analysing three growth scenarios shaped by policy, market reforms, and grid challenges. It covers drivers like state-led targets and solar+storage solutions, alongside risks such as revenue volatility and grid constraints. The analysis equips power investors and industry players with actionable frameworks to navigate China's evolving renewable landscape and align decisions with the nation's long-term energy transition pathway.