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.
FOB China Topcon M10 Cell prices increased this week 1.04% to $ 0.0387/W, with price indications between $ 0.0362-0.0401/W, according to the Global Solar Markets Report that was released on 9 September. Topcon cell prices have risen to an annual basis since the beginning of July.
Instead, the Pet Prices follow Trends Module in the midst of speculation on potential price floors and stricter production supervision, according to sources from the industry.
Industry authorities and the government are preparing to roll out a legally binding module price base in Q4 2025, reportedly set at 0.759 Yuan/W (equal to $ 0.098/W FOB including VAT discount). With this measure that popping up, some expect that module prizes will support until November, which in turn could increase PRICES in the short term, says sources.
Sources from the industry added that the enforcement of the regulation has been upstream so far, while cells and modules continue to experience weaker supervision, so that price adjustments in stream -off segments slow down.
In addition to price checks, the China Fotovoltaic Industrial Association (CPIA) has also intensified its enforcement of production quotas. According to a market source, an important manufacturer of 210R cells was invoked by the authorities for considerably exceeding their production quota and was told to scale back.
A producer source that was familiar with the business noted that the Industrial Association had spent annual production quotas last year on manufacturers, split into strict three -month thresholds, and the manufacturer in question could not meet the limits of the quarter of 2025, so that official research was drawn.
Fast policy overview of the Chinese authorities follows the recent release of the 2025-2026 Action Plan for stabilizing the growth in the electronic information industry by the Ministry of Industry and Information Technology (MIIT) and the state administration for marketing.
The plan calls for an average annual revenue growth above 5% and is intended to promote high quality development in sectors such as photovoltaic solar energy, production of components and lithium batteries by focusing on low prices and expansion of non-checked capacity.
The demand for spot demand for Chinese cells is expected to be modified because the momentum of earlier market rumors is blurred. The increase in purchasing in August, which was powered by speculating a reduction or removal of the 9% export tax from China, has now disappeared.
Sources in the industry noted last week that buying activities on the export market has since returned to “normal” levels, because more recent industrial speculation suggests that the policy change can be postponed.
At the same time, cell producers navigate in a serious margin squeeze. According to the China Nonferrous Metals Industry Association (CSIA), although the overseas cell demand has remained stable, wafer producers insist on higher prices, supported by persistently increased polysilicone costs.
In the Modulemarkt, various trade sources mentioned higher than expected inventory levels as an important factor that suppresses downstream price momentum, causing cells to be trapped between rising input costs and stagnating module prices.
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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