China's renewable energy globalization is not just about exporting products—it also requires international cooperation in technology and supply chains. He emphasized that such collaboration is essential to overcoming Western trade barriers and accelerating global carbon neutrality.
Source: Beijing Review
In recent years, trade barriers imposed by the U.S. and Europe on Chinese solar products have disrupted the stability of the global photovoltaic (PV) industry’s supply and value chains. During China’s Two Sessions 2025, Liu Hanyuan, a deputy to the National People's Congress and Chairman of Tongwei Group, stated in an interview that China's renewable energy globalization is not just about exporting products—it also requires international cooperation in technology and supply chains. He emphasized that such collaboration is essential to overcoming Western trade barriers and accelerating global carbon neutrality.
“China has built the world’s most advanced and comprehensive PV industry chain,” Liu said. “More than 70% of the world’s solar products are made in China, with some key segments accounting for over 90% or even 95%. For a decade, China has led the world in newly installed solar capacity.”
Liu noted that the European Union’s high tariffs on Chinese solar products have failed to boost local manufacturers and have instead slowed the region’s energy transition. “They eventually realized that achieving carbon neutrality is impossible without Chinese manufacturing,” he remarked.
He argued that if the EU attempts to rebuild a fully independent solar supply chain, it would take at least 15 to 20 years to reach China’s current scale and cost efficiency. However, with just over two decades left to meet global carbon neutrality goals, this approach is impractical.
“Without Chinese manufacturing, the EU’s energy transition targets will be extremely difficult to achieve,” Liu stressed. He warned that rejecting China’s solar component supply chain would harm both international markets and China’s domestic industry, leading to a lose-lose scenario. From an industrial standpoint, Liu concluded, the U.S. and Europe cannot transition to clean energy without the support of China’s solar sector.
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