China Solar New Efficiency Standard Not Yet in Force, Some Modules Already Out of Major Tenders

The notable signal here is timing: procurement behavior is shifting well ahead of a standard that does not take effect until 2027, suggesting buyers are treating compliance as a forward-looking qualification rather than a deadline. This affects module makers with older product lines most directly, since substitution in bids implies inventory and product-mix decisions are already being made under the new bar. Whether this early adjustment spreads across more tenders, or stays confined to a subset of buyers, is the open question worth watching as the implementation date approaches.