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Chinese PV Industry Brief: Major solar manufacturers report steep full-year losses

JA Solar, TCL Zhonghuan, JinkoSolar, Trina Solar and Daqo each announced significant losses for full fiscal year 2025 amid continued price declines and overcapacity.

Compliance premiums lift global polysilicon prices

In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.

OCI Holdings begins manufacturing operations at 2.7 GW wafer factory in Vietnam

The facility will produce solar wafers for the U.S. market.

Stellar reveals scale of 2 GW solar ingot and wafer manufacturing plant

Plans to establish Australia’s first commercial-scale solar ingot and wafer manufacturing plant near Townsville in north Queensland are advancing with developer Stellar PV providing an early glimpse of the proposed 2 GW facility.

China’s competition regulator halts $7 billion plan to consolidate polysilicon industry

China’s antitrust regulator has halted an industry-led effort to reduce polysilicon capacity and coordinate pricing, ordering full rectification of actions that contributed to rising market prices. Futures fell sharply after the intervention.

Chinese PV Industry Brief: Polysilicon prices jump over 9% as China supply tightens

Polysilicon prices in China rose sharply this week as reduced output, higher costs, and strong downstream demand pushed transactions above CNY 60,000 ($8,590) per metric ton (MT). Module prices, however, remained stable, supported by firm procurement and tight wafer supply.

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N-type wafer prices rise over 10% as silver-driven cell costs increase

In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.

Too much to choose from, too little to decide

Market pressure in the solar and storage sectors often favors low-cost solutions, but long-term success depends on balancing price, quality, and reliability for assets designed to operate for decades. Numerous examples, from low-grade silicon modules to residential hydrogen and redox flow storage, show how technically ambitious products can fail when costs, complexity, or durability are misjudged.

China’s first polysilicon consolidation steps unlikely to move prices in Q1

China’s largest polysilicon producers have launched initial steps toward consolidation to curb overcapacity, but OPIS analyst Summer Zhang tells pv magazine that unresolved funding, capacity cuts and governance issues mean prices are likely to see only modest support in the near term without sustained capital injections and stronger downstream demand.

China TOPCon cell prices dip despite looming cost pressures

In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.

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