cell

PV Supply Chain: Upstream Near Cost Floor Stabilizes, Downstream Faces Dual Pressure and Prices Continue to Decline

published 2026 年 04 月 16 日 15:15

Polysilicon Supply side: Current polysilicon inventory remains massive, holding above 520,000 mt in aggregate, with the overall inventory build-up trend persisting and stockpile pressure remaining severe. Factoring in estimated Ap... more

PV Supply Chain Under Broad Pressure: Weak Supply and Demand in Tandem, Price Center of Gravity Continues to Drift Lower

published 2026 年 04 月 09 日 14:53

Polysilicon Supply side: Industry inventories remain high and continue to rise, with no sign of relief in the ongoing stock build-up trend. The imbalance between supply and demand in the polysilicon segment is becoming increasingl... more

Weak Demand and High Inventories Continue to Push Prices Down across the Solar PV Value Chain

published 2026 年 03 月 19 日 15:13

Polysilicon Supply side:  Polysilicon inventories have now exceeded 520,000 metric tons, remaining in a phase of slight inventory accumulation. Obviously, shipment pressure and inventory digestion challenges are intensifying acros... more

Advancing to TOPCon 3.0: Hongyuan Upgrades N-Type Cell Production Line at Xuzhou Base

published 2026 年 03 月 17 日 14:59

Recently, the first batch of core equipment for the "High-Efficiency Cell Technical Upgrade Project" at Hongyuan's Xuzhou base successfully arrived and was officially moved in for installation. This marks the entry of the N-type c... more

PV Supply Chain: High Inventory Pressure and Weak Demand Drive Continued Price Declines Across the Solar Value Chain

published 2026 年 03 月 12 日 17:21

Polysilicon Supply: Polysilicon inventories remain elevated at over 510,000 metric tons, with stocks still showing a slight upward trend. The overall oversupply situation persists in the polysilicon segment. In addition, new overs... more

Pricing Tug-of-War Intensifies as PV Supply Chain Prices Continue to Slide

published 2026 年 03 月 05 日 14:36

Polysilicon Supply: Polysilicon inventories remain elevated, currently exceeding 510,000 metric tons. The pace of inventory drawdown has been extremely slow, indicating a pronounced supply surplus in the market. Obviousl, polysili... more

Prices Across the Four Major Segments of the PV Industry Chain Remain Weak but Temporarily Stable, Awaiting a Market Breakthrough

published 2026 年 02 月 26 日 17:26

Polysilicon Supply side: The polysilicon sector is currently facing significant inventory pressure. Total inventories remain above 510,000 tons and continue to show a slight accumulation trend, indicating an overall oversupplied m... more

Silver and Wafer Prices Reduction Triggers Chain Reaction, Leading to Cell and Module Prices Under Pressure in Late February

published 2026 年 02 月 12 日 15:13

Polysilicon Supply Side: Currently, the total inventory of polysilicon in the solar PV industry remains above 510,000 tons, with a slight accumulation trend. To ease the inventory pressure, upstream manufacturers have begun large... more

PV Price Trends: Cost Support and Strong Overseas Demand Keep Solar Module Prices Firm

published 2026 年 02 月 05 日 17:12

Polysilicon Supply: Production cuts by leading producers have now been implemented. Tongwei has largely suspended polysilicon output, while GCL has reduced its production. Consequently, February polysilicon output is expected to ... more

Weekly PV Market Review: Silver Price Surge and “Rush-to-Export” Activity Keep Solar Cell and Module Prices Firm

published 2026 年 01 月 29 日 17:13

Polysilicon Supply: Industry-wide polysilicon inventories remain severely overhang, with total polysilicon inventory exceeding 510,000 metric tons and still accumulating. Although leading producers such as Tongwei initiated produc... more