Indeed, China exported 68GW of solar PV in March 2026, double the prior month and 14GW more than total solar PV capacity installed in Spain.

Chinese solar exports double in a month to hit record high amid energy crisis - https://ember-energy.org/latest-updates/chinese-solar-export... - April 23rd, 2026

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refulgentis 3 hours ago | parent [-]

I’m confused a bit, the premise they produce essentially all solar panels got an “indeed” with article-based assertions that exports doubled in one month, and it’s 14 GW more than the total amount installed in Spain ever, both very impressive. :)

Is there anything there about Chinese share?

I had the understanding they produce the vast vast majority as well, but that seems belied by exports doubling near instantaneously with demand? That made me wonder if there’s a lower cost floor producer(s) with, say, 10-20% of production that quickly got booked

	▲	toomuchtodo 3 hours ago \| parent [-]
		> I'm assuming that China, with its industrial power and leadership position to produce a bunch of green energy components (like solar panels), is well-positioned to benefit from this. My comment points out that, yes, China is wildly benefiting from this. They have 80%+ of the global solar PV market. They also have a deflationary macro environment encouraging persistent exports, along with 1/3rd of global manufacturing capacity. TLDR China has enough manufacturing capacity slack to support scaling exports at this scale immediately. (tangentially, they have the capacity to build 20M EVs per year, roughly 1/4th of annual global demand for light vehicles: https://news.ycombinator.com/item?id=48379805) China’s Solar PV Export Explorer - https://ember-energy.org/data/chinas-solar-pv-export-explore... (“The latest solar PV export data from the world’s largest exporter, China, by country or region of destination. Data updated on a monthly basis.”) > The IEA has stated that China’s solar photovoltaic exports account for 80% of the global market. While there is a wide variety of products that make up the solar supply chain, panels, cells and wafers make up the majority of exports by trade value, and can be expressed in GW terms. Ember tracks these products to give a clearer picture of the global solar supply chain. https://www.iea.org/reports/solar-pv-global-supply-chains/ex... > China has invested over USD 50 billion in new PV supply capacity – ten times more than Europe − and created more than 300 000 manufacturing jobs across the solar PV value chain since 2011. Today, China’s share in all the manufacturing stages of solar panels (such as polysilicon, ingots, wafers, cells and modules) exceeds 80%. This is more than double China’s share of global PV demand. In addition, the country is home to the world’s 10 top suppliers of solar PV manufacturing equipment. China has been instrumental in bringing down costs worldwide for solar PV, with multiple benefits for clean energy transitions. At the same time, the level of geographical concentration in global supply chains also creates potential challenges that governments need to address.