PV Industry Chain: Upstream Inventory Overhang Weighs on Prices, While Downstream Cost Support Shows Signs of Recovery
Polysilicon
Supply:
Industry inventories remain at elevated levels, with total stockpiles exceeding 510,000 metric tons and.. [more]
2026-01-23 18:40
Polysilicon Prices Face Rising Downside Risk Below RMB 60/kg, while Cells and Modules Prices Remain Strongly Cost-supported
Polysilicon
Supply side:
Polysilicon inventories have now surpassed 500,000 tons and continue to build up. However, pre.. [more]
2026-01-16 0:43
Cost Pressures and Production Cuts Push the PV Value-chain Price Center Higher
Polysilicon
Supply side:
Polysilicon inventories have climbed above 480,000 tons, with the inventory build-up trend still u.. [more]
2026-01-09 1:27
Price Increases Across the Whole Industry, but Transactions Remain Muted as the PV Value Chain Awaits a Post-holiday Rebound
Polysilicon
Supply side:
Fundamental pressure remains pronounced in the polysilicon sector.Polysilicon inventories have no.. [more]
2026-01-01 0:43
Prices Across the Entire PV Value Chain Enters an Upward Stage
Polysilicon
Supply side:
Inventory pressure remains severe, with total stockpiles exceeding 460,000 tons and still rising. .. [more]
2025-12-26 17:19
Clear Price-Support Momentum across the PV Value chain; Broad-Based Price Pass-Through Likely in Q2
Polysilicon
Boosted by the implementation of the polysilicon purchase-and-storage (reserve) platform, polysilicon producers .. [more]
2025-12-19 1:59
Wafers and Cells Prices Hard to Fall further due to Cost Support, while Module Prices Struggle to Rise under Weak Market Demand
Polysilicon
Supply–demand dynamics:
The market is currently showing a pattern of seeing weak demand but rising supply. O.. [more]
2025-12-12 1:19
Wafer Prices Enter a Phase of Bottoming Out; Cell and Module Prices Still Under Downward Pressure
Polysilicon
Supply, Demand & Inventory:
Current industry-wide polysilicon inventories exceed 440,000 tons, and stockp.. [more]
2025-12-05 1:32
