Is it only China that freaks them out in this way? Is it to do with their long term sandbagging of anything related to climate change? It was only two years ago when they had a special "Solar power is actually a big deal" issue. And roughly the same time frame that they invited prominent anti-renewables advocate Bjorn Lomborg to write a column and praised his book.
The fact that they close with the suggestion that the introduction of even better and cheaper solar panels will in any way help the businesses they have discussed with giant factories that are already selling below their marginal cost is just silly. The continual improvement in a commodity product with big up front investment needed is the main reason being a solar manufacturer is a terrible business to be in.