Polysilicon producer GCL Tech has unveiled a strategic transformation plan to expand beyond granular silicon into a diversified new energy materials platform focused on silicon, lithium, and carbon.
The company said it has developed 200,000 t/year of lithium iron phosphate (LFP) capacity at its Leshan facility using 4th-generation-and-higher physical iron red preparation technologies. The project is currently in the commissioning stage, with products already certified by and supplied to mainstream power battery and energy storage customers.
GCL Tech also plans to repurpose part of its fluidized bed reactor (FBR) granular silicon capacity to produce silicon-carbon anode materials for high-energy-density batteries through equipment upgrades and process modifications.
In addition, the company said it will expand internationally through industrial capital cooperation and upstream resource integration, including lithium, phosphorus, cobalt, and iron, to strengthen global supply chain security.
In March, GCL Technology terminated a HKD 1.17 billion convertible bond subscription agreement with CPICIM AI Computing Power SP (see China Solar PV News Snippets).
Automated equipment manufacturer RoboTechnik has refiled its application for an H-share listing on the Hong Kong Stock Exchange after its previous filing in October 2023 expired.
The updated prospectus showed that its FY2025 revenue fell 14.14% year-over-year (YoY) to RMB 949 million, while the company recorded a net loss of RMB 44.96 million, its first annual loss in nearly 4 years.
PV-related revenue declined nearly 60% YoY to RMB 433 million due to industry overcapacity and weaker downstream capital expenditure. Meanwhile, semiconductor business revenue rose to RMB 439 million, accounting for 46.3% of total revenue, supported by the full acquisition of German firm FiconTEC.
RoboTechnik plans to raise $600 million to $800 million through the IPO to support R&D, capacity expansion, and overseas market development in both silicon photonics and PV equipment.
China’s National Energy Administration (NEA) issued 2.95 billion green electricity certificates (GECs) in 2025, according to its China Green Electricity Certificate Development Report (2025). Solar power accounted for 672 million certificates, representing 22.81% of the total.
The report highlighted growing participation from distributed renewable energy projects. Commercial & industrial (C&I) distributed PV projects received 72.66 million GECs, accounting for 66.06% of distributed renewable certificates, while residential PV projects received 10.53 million certificates, or 9.58%.
In 2025, China also introduced green electricity consumption requirements for energy-intensive sectors, including electrolytic aluminum, steel, cement, polysilicon, and national hub data centers, with GECs designated as the primary compliance mechanism.
The report added that RE100 formally recognized Chinese GECs in May 2025, allowing member companies and supply chain partners to use them toward renewable electricity targets.
According to the NEA, China had issued 394.40 million green electricity certificates (GECs) in the first 2 months of 2026, including 107.62 million for solar and 170.13 million for wind (see China Solar PV News Snippets).
China’s National Bureau of Statistics reported that solar cell production from large-scale industrial manufacturers fell 25.6% YoY in April 2026 to 64.94 GW.
Cumulative output for January-April reached 241.5 GW, down 15.3% YoY, extending the sector’s production decline seen since the beginning of 2026.
Despite lower manufacturing output, electricity generation from large-scale solar power enterprises increased 7.1% YoY to 57.1 TWh during the first 4 months of 2026. Wind power generation fell 3.5% to 383.3 TWh over the same period.
Jiangxi Province has released its 15th Five-Year Plan (2026-2030), targeting 18 GW of new wind and solar installations by 2030.
The additions are expected to increase the province’s total new energy capacity to more than 55 GW, alongside over 5 GW of energy storage capacity.
The plan aims for incremental electricity demand by 2030 to be primarily met by clean energy sources, while also promoting near-zero-carbon buildings, ultra-low-energy construction, and building-integrated PV deployment.