In a new weekly update for PV -MagazineOpis, a Dow Jones company, offers a quick look at the most important trends in the global PV industry.
China: Volgens het OPIS Solar Weekly Report uitgebracht op 22 juli steeg de Chinese module marker (CMM), de OPIS Benchmark Assessment voor TopCon-modules uit China, 2,44% op de week tot $ 0,084/W gratis-on-bord (FOB) China, met indicaties tussen $ 0,082-0.087/W. This marks the first rise in the FOB China module prices, after electricity winnings that started in the first week of July in the midst of government intervention.
Forward prices rose across the board and followed the solid spot market. Q3 2025 Prices rose 1.22% to $ 0.083/W, with higher indications of $ 0.080-0.087/W. The prices for Q4 2025 load cargo loose 1.23%.
Sources attribute the price momentum to rising electric polysilicon and waffle costs, in combination with government signals in setting up a price base, regulating production use and promoting the industry consolidation. These interventions have become important catalysts for current price adjustments.
However, market participants noted that these guidelines do not have formal policy aid. A leading module manufacturer told OPIs that although the costs are really really busy, the sustainability of price increases remains uncertain, pending further policy instruction and electricity market reactions.
The market speculation has been created separately around a possible reduction or removal of the Chinese export tax, currently 9% after a reduction of 13% in December 2024. Although unconfirmed, such changes can re -negotiate the contract. One Tier-1 producer expressed his concern about managing more than 20 GW in planned shipments for H2 2025 under this uncertainty.
US: The spot price assessment for Top Conversion 600 W -modules DDP Us remained at $ 0.267/W according to the report of July 22, with quotations for loads from Southeast -Asia ($ 0.261/W) and India ($ 0.285/W) also unchanged.
The American market remains modest because this guard for the release of the Middle Augustus of new Safe Harbor rules imposed by former President Trump. Further damping sentiment is the impending implementation of steep mutual rates on 1 August.
Adding uncertainty is a newly submitted AD/CVD Petition that is looking for an investigation from Laos, Indonesia and India. If accepted, the probe can intensify the pressure on Chinese manufacturers in Laos and Indonesia, causing a possible shift to North Africa and the Middle East.
India, however, is expected to be confronted with less control, because its suppliers do not yet have to win much American market share and usually price modules on the same footing with American products.
This petition comes to the fore in the midst of broader turbulence: Trump’s recently adopted legislation has reformed the tax stimuli, a delay in the installations is expected and continuous trade stresses continue to disrupt the global Supply Chain of the Zonne -Zonne. Additional complications are expected from the upcoming “foreign entity of concern” (FEOC) restrictions at the beginning of 2026.
Opis, a Dow Jones company, offers energy prices, news, data and analysis of gasoline, diesel, aircraft fuel, LPG/NGL, coal, metals and chemicals, as well as renewable fuels and environmental products. It acquired price determination of data from Singapore Solar Exchange in 2022 and now publishes the OPIS APAC SOLAR WEEKLY REPORT.
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