Module prices continue to fall
The latest reports from analysts at PV InfoLink and EnergyTrend show prices continuing to fall, though at a slower rate than was immediately seen after China’s 31/5 announcements. High efficiency mono-PERC modules fell to around US$0.32/W, while multicrystalline module prices held steady at between $0.26 and $0.29/W.
Q4 could be a ‘hot market’ for solar contract negotiations following China’s changes – BNEF Q&A
In a Q&A with Bloomberg NEF (BNEF), two solar analysts tell pv magazine they see no PV module price rebound, continuing oversupply, and falling utilization rates. They expect Q4 could be a “hot market” for contract negotiations, while Chinese developers will start overseas construction earlier than planned for two key reasons.
Lower module pricing will bolster PV deployment in India
More than 80% of India’s solar equipment requirements are met through imports from China. Against this backdrop, industry analysts see the predicted 30% lower module pricing, following China’s revised policy, as a good news for Indian PV projects.
PVInsights reports strong price drop for monocrystalline products
The latest figures from the Taiwanese analysts show that prices for monocrystalline solar PV products have fallen sharply in a week-on-week comparison. The price drop for wafer was even stronger.
JinkoSolar posts lower shipment volumes, revenues for Q1, remains optimistic despite policy change
As forecast in its 2017 financial report, JinkoSolar shipped around 2 GW of modules in the first quarter of this year. Meanwhile, it did not adjust its forecast for 2018 shipments, in the range of 11.5 GW to 12 GW, despite the Chinese government’s cuts to installations.
Global PV module prices collapse
The predicted fall in global PV module prices appears to have already begun, with PVInsights and EnergyTrend reporting average prices in the $0.27-$0.37/W range.
2018 global PV market to see negative growth following China backtrack
Global solar PV demand this year will be less than in 2017, on the back of China’s latest policy decision, says TrendForce. Overall, it sees new installs dropping 40% in China to 31.6 GW. The protectionist measures taken by the U.S. will also be weakened by the resulting falling module prices.
