China Solar PV News Snippets: TaiyangNews STC.I 2026 – 2 Days To Go & More

HANGZHOU FIRST invests in flexible GaAs technology; DAS Solar's TBC hot-spot research; Yunnan mandates ecological compensation from PV firms; Arctech forecasts loss; Boamax probed, faces delisting.
STC.I 2026 session
Manu Gaurang from Mondragon Assembly, Senthil Raj from Autowell, Dronveer Kaura from ConfirmWare, and Frank Tannhäuser from Kontron will be part of the session on Module Manufacturing Equipment, moderated by TaiyangNews Technology Head Shravan Kumar Chunduri. Scan the QR code for more information. (Photo Credit: TaiyangNews)
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STC.I 2026 Session Spotlight | Module Manufacturing Equipment

The session on ‘Module Manufacturing Equipment’ at the TaiyangNews Solar Technology Conference India (STC.I) 2026 will focus on the latest production equipment solutions for crystalline silicon module manufacturing. It will cover critical steps from cell interconnection and high-speed lamination to final assembly and inspection for effective process and manufacturing yields.

As cell and module formats scale up and factories expand rapidly amid rising cost pressures, module production equipment suppliers are innovating to deliver higher throughput, tighter process control, and more intelligent turnkey solutions.

This session will discuss how these innovations are enabling India’s transition toward high-efficiency, globally competitive PV module manufacturing, and will feature insights from Manu Gaurang, CEO of Mondragon Assembly; Senthil Raj, Overseas Sales Director at Autowell; Dronveer Kaura, Sales Director of India from ConfirmWare; and Frank Tannhäuser, Senior Sales Manager, Kontron. Moderated by Shravan Kumar Chunduri, Head of Technology at TaiyangNews, the session brings together global equipment leaders shaping the next generation of precision-driven, high-throughput PV module production.

This physical event is scheduled for February 5-6, 2026, at Pride Plaza, Aerocity, New Delhi. Seats are limited. Secure your ticket here.

HANGZHOU FIRST to invest in flexible GaAs thin-film technology

Leading PV encapsulant manufacturer HANGZHOU FIRST has announced it plans to invest RMB 25 million of its own funds to participate in the Jiaxing Deke Equity Investment Partnership, securing a 77.86% stake. The fund will focus on investing in enterprises engaged in flexible thin-film Gallium Arsenide (GaAs) solar cells and other flexible GaAs thin-film products. HANGZHOU FIRST stated that this joint investment aims to accelerate the R&D and application of encapsulation materials for next-generation solar cells.

DAS Solar UNSW TBC module hot spot study
DAS Solar, in collaboration with UNSW and Xiamen University, has published a research paper that proposes a novel method for testing hot-spot characteristics in TBC modules.(Photo Credit: DAS Solar)

DAS Solar & UNSW publish research on TBC module hot-spot characteristics

Solar cell and module manufacturer DAS Solar, in collaboration with the University of New South Wales (UNSW) and Xiamen University, published a research paper titled Circuit model-driven investigation of hot-spot behavior in n-type TBC photovoltaic modules in the international journal Solar Energy Materials and Solar Cells. The study proposes a novel method for testing hot-spot characteristics in TBC (Tunneling Back Contact) modules that combines laboratory testing, theoretical modeling, and outdoor power station validation. DAS Solar claims this method enables rapid and accurate identification of hot-spot behavior, overcoming technical bottlenecks in the efficient evaluation of TBC modules.

In November 2025, DAS Solar announced that its self-developed TBC module achieved a power output of 664.9 W and an efficiency of 24.61% (see China Solar PV News Snippets).

Yunnan mandates ecological protection compensation from PV enterprises

In its recently issued Implementation Rules for the Ecological Protection Compensation Regulations, Yunnan Province proposes establishing a market-based ecological protection compensation mechanism for the Dry-hot Valley ecological belt. It calls for a ‘feedback mechanism’ under which hydropower and solar photovoltaic enterprises must pay ecological protection compensation funds. These funds will be calculated as a specified percentage of power generation volume, revenue, or carbon sink loss, and will be dedicated to ecological restoration and efficient water resource utilization.

Arctech forecasts RMB 43.8 million adjusted net loss for FY2025

In its FY2025 financial results forecast, solar tracker manufacturer Arctech projects an adjusted net loss of approximately RMB 43.8 million, a sharp reversal from the RMB 601.97 million profit in the same period last year. The company cites multiple compounding factors behind these results. Chief among these are: delayed revenue recognition due to upstream module price volatility slowing downstream power station construction; increased operational costs due to capacity and team expansion in Saudi Arabia and Europe; and intense competition in the domestic market.

On the other hand, Arctech reported a strong order backlog totaling RMB 7.51 billion, with solar trackers accounting for RMB 6.43 billion.

In Q3 2025, Arctech reported a 119.5% YoY decline in adjusted net profit (see China Solar PV News Snippets).

Boamax probed by CSRC, faces delisting

HJT manufacturer Boamax is facing significant operational challenges. According to its FY2025 results forecast, the company expects an adjusted net loss of RMB 90 million to RMB 140 million, a substantial reduction from the RMB 767.24 million loss in the previous year. However, the company warned of major risks: its stock faces a delisting risk warning (*ST) if audited 2025 revenue is less than RMB 300 million or net assets turn negative, after the annual report is disclosed. Currently, its revenue forecast sits on the borderline, at RMB 310 million to RMB 330 million, and net assets may turn negative due to operating losses.

Concurrently, the China Securities Regulatory Commission (CSRC) has launched an investigation into the company and its actual controller, Wei Ma, for suspected violations of information disclosure requirements.

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