At the close on June 10 China solar names rebounded sharply: JA Solar and Aiko Solar hit daily limits and LONGi Green Energy approached the limit, with heavy buying concentrated in the final half-hour. The surge followed a circulating claim that a mandatory PV efficiency standard covering polysilicon, wafers and modules could be issued next week and, based on earlier drafts, might eliminate roughly 30% of capacity. Companies contacted said they had noticed the claim but could not verify it. At l

At the close on June 10 China solar names rebounded sharply: JA Solar and Aiko Solar hit daily limits and LONGi Green Energy approached the limit, with heavy buying concentrated in the final half-hour. The surge followed a circulating claim that a mandatory PV efficiency standard covering polysilicon, wafers and modules could be issued next week and, based on earlier drafts, might eliminate roughly 30% of capacity. Companies contacted said they had noticed the claim but could not verify it. At last week's SNEC expo some industry executives said a focused tier‑3 mandatory energy‑efficiency standard may be nearing release. An executive added that firms failing to meet the standard would likely face difficulty securing financing for upgrades, accelerating the phase‑out of outdated capacity.