PV policies have been released in 17 provinces, and in the second half of 2025, the most suitable region for PV development is unexpectedly here!

“Every revolution in energy is a leap forward for human civilization.” In the 21st century, new energy, led by photovoltaics, is painting a magnificent epic of this civilizational leap on the vast land. By the end of 2024, China's cumulative installed capacity of photovoltaics exceeded 890 million kilowatts, accounting for more than 40% of the global total. From the Gobi Desert to the plains, from the rooftops of the southeast coast to the power stations in the northwest desert, today's China is using photovoltaics as a ladder to touch the vast ocean of clean energy.

In 2025, China's photovoltaic industry has reached a peculiar "watershed"—on one hand, traditional large-scale installation provinces have gradually entered a "bottleneck period," with increasing PV development thresholds, policy restrictions, and access difficulties. So far, 17 provinces nationwide have issued the latest PV policies. In the past, many people believed that Guangdong and Jiangsu were the most suitable provinces for PV development in 2025. Following the release of Fujian's policy a few days ago, I believe that Fujian is the best place for PV market development in the second half of this year. It will leverage its resource advantages and advanced infrastructure to rise to a new peak and become the most underestimated dark horse of this year. (If you find this helpful, please follow, like, and share it with friends in need. Please point out any mistakes in the comments section.)

I. Where will PV struggle in the second half of 2025?

So far, 17 provinces nationwide have intensively issued supporting or restrictive policies related to photovoltaics. Looking at the 17 provinces and cities in the above figure, the trend shows that more and more "leading markets" are tightening control:

Shandong, once the king of distributed photovoltaics: It is clearly stated that distributed photovoltaics need to participate in 15% of the electricity market transactions, and the proportion of self-generation and self-use for industrial and commercial distributed photovoltaics is clearly limited to 50% or more.

Guangdong, the largest economy province: Strict landscape control, focusing on the layout and appearance of photovoltaic facilities to avoid messy, crude, and overall landscape-affecting phenomena. The installation height is no more than 2.8 meters from the highest point of the roof. In key areas, the slope of rooftop PV components is generally no less than 10 degrees. When installing PV components in rooftop stairwells, the highest point should not exceed 1.0 meter above the stairwell roof, directly leading to a significant decrease in household registration rates in core urban areas.

Hubei: The threshold for industrial and commercial registration has increased, and many places use grid access capacity as a reason to "block projects." In addition, the failure to meet the standards for self-generation and self-use also makes many investors sigh!

Jiangsu: Although there are no percentage restrictions, the registration time and grid loss assessment in the implicit aspects are becoming increasingly complex.

Do the above facts confirm that the once "hot spots" are now becoming less easy to develop?

II. Why is Fujian the biggest dark horse to "catch up"?

1. Household PV: Policy encouragement + extremely low threshold

Fujian is one of the few provinces that explicitly includes the "Thousands of Households Basking in Sunlight Action" in official documents, actively promoting whole-county promotion projects, especially the implementation of non-natural person household PV. Non-natural person household PV is considered industrial and commercial PV. Regarding the requirements for the proportion of self-generation and self-use, Fujian's current policy does not restrict the consumption ratio.

2. Strong data support for development: Huge space

According to the public data released by the Fujian Energy Bureau at the end of 2024: The installed capacity of household PV is less than 1/5 of that in Shandong;

There are only about 80,000 households using the household PV platform for power generation, which is far lower than that of provinces with similar populations, such as Zhejiang and Henan;

The rooftop resource utilization rate in industrial cities such as Quanzhou, Xiamen, and Longyan is less than 20%;

The load rate of the main prefecture-level city power grids is far from saturated, and it has the capacity for large-scale access.

In other words, Fujian is still in the "primitive accumulation" stage, but its development efficiency has already significantly surpassed others.

III. Grid advantage: Not only stable, but also advanced

Many people think that "provinces with large economies have better power grids," but is that really the case?

Why is Fujian's power grid so "advanced"?

Fujian's energy structure is unique. It is one of the few provinces in China that can be "self-sufficient" in renewable energy:

Dense nuclear power plants: Including Zhangzhou Nuclear Power Phase VI, Fuqing Nuclear Power, Xiapu Nuclear Power, and Fuding Nuclear Power;

High-quality hydropower: Gutian Hydropower Station is one of the earliest hydropower stations in China, with strong load regulation capabilities;

Large-scale offshore wind power: The province has approved an installed capacity of over 11 million kilowatts;

100% renewable energy consumption rate: Fujian is one of the few provinces without wind and solar power curtailment problems.

More importantly, Fujian has long been a key area for national grid transformation in recent years. The construction of the main grid and distribution grid has been at the forefront of the country, providing physical conditions for photovoltaic "high access capacity + flexible regulation".

IV. 220kV industrial and commercial access opening: Fujian is leading the nation

In June 2025, the Fujian Provincial Energy Bureau issued a document to fully open up the 220kV grid access policy and support a single project capacity of up to 50MW, which is extremely rare in the currently publicly available policies nationwide.

Jiangsu: Projects above 110kV need to be reported layer by layer;

Zhejiang: Encourages 35kV access, but 220kV projects are not explicitly supported;

 

Anhui, Hubei, and other provinces: Mostly promote 220kV in the form of "regional pilot projects," with long approval processes and few total projects; Only Fujian is

a region that truly provides "comprehensive and routine" support for 220kV+ high-capacity industrial and commercial projects, which is extremely attractive to leading developers, central enterprises, and energy investors.

 

V. Fujian's "soft power" is equally impressive

Speaking of GDP, everyone naturally thinks of Guangdong, Zhejiang, Jiangsu, etc., but the status of Fujian businessmen in the domestic commercial field in recent years has experienced geometric growth. In recent years, the richest people on the domestic list have almost been Fujian businessmen taking turns. From food, clothing, housing, and transportation, Fujian businessmen are everywhere...

Contemporary Amperex Technology Co., Limited (CATL): Global leader in energy storage batteries;

Hachen Energy: Top-tier in high-end battery cell shipments;

Xiamen Tungsten Industry Group: A key enterprise in photovoltaic new materials and tungsten-based energy storage;

Fuyao Glass Industry Group: A leading supplier of automotive photovoltaic glass;

Internet giants such as Douyin and Meituan: Based on data centers, they have extremely high demands for green energy;

These companies not only drive the supporting industries on the energy side, but also provide market space for "on-site consumption of green electricity" and "virtual power plant aggregation trading."

GDP growth rate + green electricity preference:

Fujian's GDP will exceed 5.5 trillion yuan in 2024, continuing to advance in national rankings, and is known for its vibrant private economy. Manufacturing companies including Anta, Xtep, 361°, and Dali Foods are accelerating green transformation, and have a very high acceptance of photovoltaic/energy storage/green electricity products. Many Fujian products are exported to Europe and America; with the pursuit of carbon footprints, how many industries must use physical green electricity? One can imagine the vast potential.

Concluding remarks by Qiang Ge: In the turning point of photovoltaics, don't wait until everyone else has joined before following the trend.

In the second half of 2025, the photovoltaic market will no longer be a game of who is bigger or faster, but a competition of who sees it accurately and acts steadily.

Stop flocking to Shandong, Jiangsu, and Guangdong, and stop fantasizing that "electricity price recovery" or "return of benefits" can save the situation.

Fujian is quietly becoming the "cold-market blockbuster" most suitable for photovoltaic development. If you don't look at it now, by the time others arrive, policies tighten, and quotas are restricted, you will only be able to sigh: "I should have listened to Qiang Ge and started earlier."