PVTIME – The 2025 rankings for China’s distributed PV module shipments have been released, with LONGi securing first place for the third consecutive year with shipments of 19.4GW.
Jinko Solar and Tongwei ranked second and third, with capacities of 17.5GW and 17.3GW, respectively. They have maintained strong competitiveness through product iteration and industrial chain synergy. Trina Solar and JA Solar followed in fourth and fifth place with capacities of 16.5GW and 14GW, respectively. These two firms work closely with local PV platform operators, mainly Skyworth, Trinapower, Midea and others, and shipped 7.5GW and 3.5GW from these operators respectively, accounting for 46% and 25% of Trina Solar’s and JA Solar’s annual shipments. This highlights the importance of channel synergy. Astronergy, AIKO, GCL and TCL Zhonghuan also achieved high rankings thanks to their strengths.
According to data from China’s National Energy Administration, 315.07 GW of new solar capacity was installed in 2025, with distributed PV driving growth thanks to its high adaptability to industrial, commercial, and residential scenarios.
As installed capacity expands, the focus of competition is shifting from price and short-term shipments to long-term station operational stability and investment security. Higher distributed power access ratios have made system safety and quality prerequisites for the health of the industry, with structural reliability, electrical compliance, and long-term generation capacity being key to project success. Scarce, high-quality rooftop resources link unit area generation to economics, making efficiency and power density reliable value anchors. Top enterprise rankings now reflect comprehensive capabilities, with LONGi’s three-year lead demonstrating the market’s recognition of long-term reliability, as the industry shifts its focus from installation to stable and sustainable generation.
The maturation of distributed PV is reshaping the industry evaluation system as reliance on subsidies and fixed tariffs fades. Now, electricity marketisation and end-user demand for green, low-cost power are driving growth. Owners are focusing on achieving stable returns over 25 years and predictable maintenance costs, shifting their attention towards full lifecycle returns. Fierce competition among top enterprises, combined with industrial chain synergy, has raised industry standards, with continuous investment optimising market structure. The industry is shifting its focus from scale expansion to competition based on quality and certainty, with only those firms that address safety, efficiency, and long-term value maintaining stability amid fluctuations.
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