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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

PV Industry Chain: Upstream Inventory Overhang Weighs on Prices, While Downstream Cost Support Shows Signs of Recovery

published 2026 年 01 月 23 日 10:40

Polysilicon Supply: Industry inventories remain at elevated levels, with total stockpiles exceeding 510,000 metric tons and still accumulating. As the marginal effects of industry-led inventory absorption platforms and self-discip... more

Polysilicon Prices Face Rising Downside Risk Below RMB 60/kg, while Cells and Modules Prices Remain Strongly Cost-supported

published 2026 年 01 月 15 日 16:43

Polysilicon Supply side: Polysilicon inventories have now surpassed 500,000 tons and continue to build up. However, previously implemented anti-rat race (anti-neijuan) measures in order to reduce polysilicon production sees no re... more

Cost Pressures and Production Cuts Push the PV Value-chain Price Center Higher

published 2026 年 01 月 08 日 17:27

Polysilicon Supply side: Polysilicon inventories have climbed above 480,000 tons, with the inventory build-up trend still unchanged. Although leading polysilicon producers such as Tongwei and GCL have managed to ship limited volum... more

JinkoSolar Partners with XtalPi to Accelerate AI-Driven R&D of Perovskite Tandem Solar Cells

published 2026 年 01 月 08 日 14:48

Recently, JinkoSolar announced that it has signed a strategic cooperation agreement with XtalPi, an AI- and robotics-enabled platform company focused on empowering R&D innovation. The two parties will jointly establish a joint... more

Price Increases Across the Whole Industry, but Transactions Remain Muted as the PV Value Chain Awaits a Post-holiday Rebound

published 2025 年 12 月 31 日 16:43

Polysilicon Supply side: Fundamental pressure remains pronounced in the polysilicon sector.Polysilicon inventories have now exceeded 470,000 tons and continue to rise,keeping the market firmly in an inventory-accumulation phase. D... more