The factors shaping Chinese module prices

Silver price volatility, the return of export value-added tax (VAT) and an abandoned plan to reduce polysilicon manufacturing capacity could all influence PV module prices in 2026. Vincent Shaw reports from Shanghai on the evolving market conditions facing solar module makers in China.

Issue 03-2026 Issue 2026

A plan to consolidate polysilicon manufacturing capacity in China stalled in late 2025, with implications for the global market and module pricing.

Image: MEI Wet Processing

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