Two key new developments out of China.
- The criteria for grid connection of distributed PV power stations will be published soon. It should help to drive capital investment for the renovate and buildout of the state grid. A broad range of companies are involved in the planning. Companies mentioned to benefit from the development include TCL, TSL, and YGE.
- National Development Bank is set to focus on providing funding for distributed generation, with a target of 10 GW per year. Strategies and planning of lending are being discussed.
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