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
Over 6GW Modules Awarded in December, with LONGi, Tongwei and Jinko Leading the Pack
In December 2025, the winning scale of domestic photovoltaic (PV) module bids (including shortlisted ones) reached 8.45GW.. [more]
2026-01-12 22:28
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
