How much does a PV module cost in China?

According to price analysis firm InfoLink: “Since March, the spot price of n-type modules in China has soared from RMB0.7/W to RMB0.73/W. Quotes from leading manufacturers are approaching the RMB0.75/W mark.” The results of the China Datang Group’s 2025-2026 PV module framework. Image: Datang.

Will China's solar energy conference be subdued?

As the world's biggest solar energy conference kicks off in Shanghai on Tuesday, the mood is likely to be subdued as Chinese solar panel producers grapple with oversupply and price reforms.

Will China's solar industry restructure?

Still, analysts remain cautious about the pace and scale of restructuring. While central policymakers have drawn a clear line, overcapacity remains entrenched across China’s solar value chain. Restructuring in silicon, wafer, and module manufacturing could take months or years to take effect.

Does China's solar sector need a 'quality-focused consolidation'?

The government’s stance is clear: China’s solar sector, once a symbol of industrial policy success, now faces pressure to shift from rapid expansion to quality-focused consolidation. This content is protected by copyright and may not be reused.

How long does it take to restructure China's solar industry?

Restructuring in silicon, wafer, and module manufacturing could take months or years to take effect. The government’s stance is clear: China’s solar sector, once a symbol of industrial policy success, now faces pressure to shift from rapid expansion to quality-focused consolidation.

Will China curb low-price competition & excess capacity in the solar sector?

China’s top industry officials have vowed to curb low-price competition and excess capacity in the solar sector, as authorities begin implementing measures aimed at stabilizing supply chains and rebalancing the market. China’s Ministry of Industry and Information Technology (MIIT) Image: 維基小霸王, Wikimedia Commons, CC BY-SA 4.0