cell

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

Prices Across the Entire PV Value Chain Enters an Upward Stage

published 2025 年 12 月 26 日 9:19

Polysilicon Supply side: Inventory pressure remains severe, with total stockpiles exceeding 460,000 tons and still rising. However, against the backdrop of industry self-discipline initiatives and the establishment of the polysili... more

Clear Price-Support Momentum across the PV Value chain; Broad-Based Price Pass-Through Likely in Q2

published 2025 年 12 月 18 日 17:59

Polysilicon Boosted by the implementation of the polysilicon purchase-and-storage (reserve) platform, polysilicon producers have collectively adopted a firm price-support stance, sharply lifting quotation prices to RMB 65/kg. Howe... more

Wafers and Cells Prices Hard to Fall further due to Cost Support, while Module Prices Struggle to Rise under Weak Market Demand

published 2025 年 12 月 11 日 17:19

Polysilicon Supply–demand dynamics: The market is currently showing a pattern of seeing weak demand but rising supply. On the demand side, downstream ingot (crystal-pulling) companies have sharply reduced production and thus remai... more