Recently, the Italian Ministry of Environment and Energy Security (MASE) announced the introduction of a "non-price" standard for photovoltaic special bidding in the "Fer X Transitorio" plan, explicitly requiring participating projects to use "non-Made in China" components.

On August 27, 2025, MASE Decree No. 220/2025 officially came into effect. This decree establishes a special bidding channel for photovoltaic systems with a capacity of up to 1 megawatt (MW). It stipulates that participating systems must meet several key conditions: PV modules must not be assembled in China; PV cells must not originate in China; inverters must not be manufactured in China; and at least one other core component (such as a bracket or junction box) must meet the "non-Chinese" requirement. Furthermore, according to the Annex to EU Implementing Regulation 2025/1178, at least one other component must not originate in China. Bidders must submit a letter of commitment with their bids guaranteeing compliance with these origin requirements; otherwise, they will not be eligible for Italian subsidies.As a long-established photovoltaic market, Italy has had a tumultuous development history. In 2011, newly installed photovoltaic capacity reached 9.5 GW, but then plummeted due to abrupt policy tightening. In recent years, attracted by advanced products from Chinese photovoltaic companies, new photovoltaic installations in Italy have seen renewed rapid growth. By 2024, Italy's newly installed photovoltaic capacity will reach 6.79 GW, a 30% year-on-year increase. Over 70% of these photovoltaic modules will be imported from China, bringing the country's cumulative installed capacity to 37.08 GW. Of this total, large-scale ground-mounted power stations will add 3.045 GW, a 163% year-on-year increase; 1.96 GW of 20 kW to 1 MW photovoltaic systems will be added in the commercial and industrial sector, an 8% year-on-year increase; and 1.78 GW of new installations will be added in the residential photovoltaic market (less than 20 kW), a 21% year-on-year decrease. By July 2025, Italy's cumulative installed solar capacity will exceed 40 GW, with over 2 million solar systems in operation.

Clearly, this new regulation will have a short-term impact on Chinese photovoltaic companies' sales in Italy. However, in the long term, Italy lacks a mature photovoltaic industry chain, and the limited market makes it difficult for companies to invest and build factories. Under pressure to meet renewable energy targets, Italy may relax relevant standards or even abolish the regulations.