China installs record 36 GW of rooftop solar in Q1 as new rules drive surge
Release time:
2025-05-26 15:21
Source:
China installed a record 60 GW of new PV capacity in the first quarter of 2025, driven by a surge in rooftop deployment ahead of updated grid-access rules, says Rystad Energy. It predicts that rooftop growth will continue, but new self-consumption mandates are reshaping regional development strategies and increasing project complexity.
China added a record 60 GW of new solar capacity in the first quarter of 2025, with rooftop installations accounting for 36 GW – the highest quarterly total for distributed PV in the country’s history, according to Rystad Energy.
The surge came as developers rushed to meet deadlines tied to the National Energy Administration’s (NEA) updated guidelines, issued in October 2024 and effective this month. The new rules emphasize self-consumption to alleviate grid congestion and reduce dependence on centralized power plants. They also align with China’s dual carbon targets of peaking emissions by 2030 and achieving carbon neutrality by 2060.
Rystad Energy said it expects rooftop PV growth to continue into the second quarter, with distributed solar additions for the year forecast to reach 130 GW – comprising 92 GW of commercial and industrial (C&I) projects and 38 GW of residential. Utility-scale PV installations are expected to total 167 GW in 2025, driven by a robust project pipeline and provincial efforts to meet targets under China's 14th Five-Year Plan.
The NEA’s policy overhaul has ended full grid access for C&I projects. Installations up to 6 MW can self-consume and sell surplus power to the grid, but larger projects must fully use power onsite without grid sales.
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