Agree.... The China story, the Market is waiting for a break though....
Policy momentum is increasing: Since 2023,
China has reclassified PV modules as industrial hazardous waste and banned land-filling .
Recycling tech is emerging:
Demonstration projects report recovery rates above 90% for materials (glass, silicon, metals), showing technical feasibility .
Capacity is still limited: Nationally, recycling remains at pilot or small-scale capacity
—hundreds to thousands of tonnes per year—while waste volumes are rapidly growing .SummaryCurrent recycling rate: Likely below 15%, with true values potentially under 10%, varying widely by province.
Ann: Phase 1 of Solar Panel Recycling to Focus on Silver Recovery, page-2
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| Open | High | Low | Value | Volume |
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