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China’s September Solar Module Exports Surge Driven by Middle East Demand

China exported 23.92 GW of photovoltaic modules in September 2026, representing a 44.2% month-on-month increase, according to Shanghai Metals Market data. The rebound was largely driven by Middle East shipments, with combined purchases from Saudi Arabia, the UAE, and Turkey exceeding 3.97 GW. Despite the monthly gain, total Chinese exports for the first nine months fell 9.6% year-on-year to 184.66 GW.

Published Source: Renewables Now
Illustration: Rows of newly manufactured blue solar photovoltaic panels packed in wooden shipping crates on pallets inside a modern industrial logisti
Illustration

China exported 23.92 gigawatts (GW) of photovoltaic modules in September 2026, marking a 44.2% monthly increase compared to August, according to data published by Shanghai Metals Market (SMM) and reported by Renewables Now.

The monthly export rebound was substantially supported by deliveries to the Middle East. Combined shipments to Saudi Arabia, the United Arab Emirates, and Turkey more than tripled during the month to reach 3.97 GW. Saudi Arabia accounted for the largest regional share with 2.9 GW in purchases, alongside significant export gains to the Netherlands and the Philippines.

Despite the September rise, total Chinese solar module exports for the first nine months of 2026 reached 184.66 GW, representing a 9.6% decline year-on-year. SMM stated that the September export growth was indicative of concentrated project cycles and inventory restocking rather than a long-term structural expansion in demand.

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