DBM Video: SNEC Exhibition Drives Signing! Has the price of PV modules stopped falling?

2025-06-16 16:03:15

Last week, the overall market price of photovoltaic modules was temporarily stable and did not fall any further. The 2025 SNEC photovoltaic energy storage exhibition ended last Friday, and the manufacturer's quotation has not been formally adjusted. Most manufacturers are not optimistic about the follow-up market, some expect component prices to fall by 0.01-0.02 yuan/W in late June, and some manufacturers raised their quotations during the exhibition, but basically no deal was made.

Last week , the overall market price of photovoltaic modules was temporarily stable and did not fall any further. The 2025 SNEC photovoltaic energy storage exhibition ended last Friday, and the manufacturer's quotation has not been formally adjusted. Most manufacturers are not optimistic about the follow-up market, some expect component prices to fall by 0.01-0.02 yuan/W in late June, and some manufacturers raised their quotations during the exhibition, but basically no deal was made. The price

of TOPCon components is generally stable, ranging from 0.63-0.72 yuan/W, and some head manufacturers increased by 0.01-0.02 yuan/W during the exhibition, but there is no significant difference between the actual transaction price and that before the exhibition. During the exhibition, most component manufacturers displayed 760-800 W high-power products, but in fact, the power of mass production was 715-730W, and about four leading manufacturers planned to mass-produce more high-power products in the second half of the year. The price of

BC module is stable at 0.68-0.85 yuan/W, and the price of 645-670 W high power section is 0.76-0.83 yuan/W. Some channel merchants said that due to the weakening demand in late June, the price may be reduced by 0.01-0.02 yuan/W. The price of HJT

components is stable, ranging from 0.68-0.78 yuan/W, and 600-715W products are common on the market. Some manufacturers say they can receive 730-750 W custom orders in the second half of the year, but mass production is unlikely. In terms of

demand, the distributed demand has a short-term recovery driven by the exhibition. Customers are very concerned about when the new products can be delivered in mass production, the head manufacturers are active in signing orders, the number of channel providers consulting has increased sharply, and the distributed demand is more detailed for different scenarios, and there are orders for special scenario components. Centralized demand increased significantly this week, with bidding demand of about 0.78 GW, bidding scale of 0.40 GW, and bidding unit price of 0.69-0.77 yuan/W. How will

the follow-up market develop? At 10:30 on Tuesday morning, welcome to chat with us in the live broadcast room of "Weekly Talk on Photovoltaic Module Market".

All can be viewed after purchase
Correlation

On October 16, Chongqing Tongnan District Ecological Environment Bureau issued a public announcement on the acceptance of the EIA documents of "Chongqing Huadian Tongnan Mixin Composite Photovoltaic Power Generation Project" and "Chongqing Huadian Tongnan Yuxi Composite Photovoltaic Power Generation Project".

2026-10-25 10:30:58

On October 21, the tender announcement for the general contracting of the centralized photovoltaic power generation project (secondary) in Wusu City, Tacheng District, Xinjiang was issued.

2026-10-24 14:30:10

On October 15, the Bureau of Ecology and Environment of Nanjing City, Jiangsu Province, issued a public announcement on the acceptance of the EIA documents for the 100m W ground centralized photovoltaic power generation project in Huaneng Zero Carbon Park. The project is located in Hongfeng Block and Xinhe Village Block, Qixia Street, Qixia District, Nanjing City, with a total investment of 500 million yuan and a construction period of 12 months for a photovoltaic power station with a total installed capacity of 100MW.

2026-10-23 16:30:07

On October 21, Tesla disclosed its third quarter earnings in 2026. Overall revenue was flat at $28.05 billion, while net profit was down 43% at $787 million.

2026-10-23 11:02:30

On October 21, due to the change of bidding content, the EPC general contract of 200MW household distributed photovoltaic project in Ningxia was terminated.

2026-10-23 10:30:31

Lao Tie, the line-ups of component price reduction has been expanded again. Last week, eight manufacturers cut prices, and two second and third lines were added in the first half of the week, with a drop of 2 to 3 points. However, in the first half of the week, the head quotation is still stable for the time being.

2026-10-22 17:16:09

On October 20, the announcement was issued before the implementation of the procurement of energy storage system equipment for the 250 MW/1000 MWh independent energy storage project in Hohhot, Inner Mongolia.

2026-10-22 16:49:52

On the evening of October 21, Aixu announced that it planned to invest 1.150 billion yuan to upgrade the existing PERC battery capacity of Tianjin Base to 6GWABC battery capacity. The project is scheduled to start in the fourth quarter of 2026 and put into operation in the third quarter of 2027.

2026-10-22 16:30:08

On October 20, Tianqi Lithium disclosed its performance forecast, predicting to achieve net profit of 5.1 billion yuan to 6 billion yuan in the first three quarters of 2026, with a year-on-year increase of 2734.97% to 3235.26%; net profit after deduction of non-profits of 5.03 billion yuan to 5.93 billion yuan, with a year-on-year increase of 6957.09% to 8219.79%.

2026-10-22 14:50:15

On October 21, Shanshan issued a fixed increase plan announcement, intending to issue a shares to indirect controlling shareholder Conch Group, raising a total of no more than 4 billion yuan.

2026-10-22 11:00:14

On October 20, Guizhou Energy Bureau announced that 22 wind power and photovoltaic power generation projects were approved for filing from July 2026 to September 2026, with a total scale of 2.3875 million kilowatts.

2026-10-22 10:30:00

Recently, the 200MW/800MWh independent new energy storage EPC project in Wusu City, Xinjiang issued a tender termination announcement. The original bid opening time of the project was October 21. The reason for the termination was that the project had undergone major changes.

2026-10-21 16:45:16

On October 15, the Natural Resources Bureau of Lingwu City, Ningxia, issued an administrative penalty decision to a photovoltaic power generation company in Ningxia, which implemented a 35 KV collector line project in four villages of Majiatan Town, Ningxia, suspected of illegal occupation of grasslands, dry farmland, woodland, and land vegetation damage caused by vehicle rolling. He was fined a total of 0.09 yuan 996305.

2026-10-21 16:30:58

On the evening of October 20, Sunshine Power and Xinwangda announced that they would co-invest with professional investment institutions to set up a partnership to establish Shenzhen yuanzhi Juxin Shengrong Energy Storage Asset Private Equity Fund Partnership (Limited Partnership) with a total subscription of 1 billion yuan.

2026-10-21 15:14:03

On the evening of October 20, Ningde Times released its third quarter report for 2026. In the third quarter, the company realized revenue of 165.221 billion yuan, an increase of 58.58% over the previous year, and realized net profit of 21.246 billion yuan attributable to shareholders of listed companies, an increase of 14.54% over the previous year.

2026-10-21 11:06:42

On October 10, the Bureau of Ecology and Environment of Aba Prefecture, Sichuan Province, issued a public announcement on the acceptance of the EIA documents for the photovoltaic power generation project of Chishajiao (Phase II) in Maoxian County, Aba Prefecture.

2026-10-21 10:30:37

On October 19, Huawei's smart car solutions subsidiary was expected to formally sign a strategic cooperation framework agreement with Ningde Times and Times Electric Service. The three parties will focus on the ecological construction of intelligent power exchange and create a new experience of senseless energy supplement for the era of automatic driving.

2026-10-20 15:32:19

On October 19, Xiexin Technologies announced that it intends to acquire about 81.91% of its controlling stake in Sichuan Xiexin Lithium Electricity Technology Co., Ltd. from the controlling shareholder Xiexin Group at a price not less than HK $1.3 per share, with an initial consideration of about 2.5 billion yuan.

2026-10-20 14:53:51

On October 16, the Bureau of Ecology and Environment of Ganzi Prefecture, Sichuan Province, issued an announcement on the acceptance of the ecological environmental impact assessment documents for the construction projects of Daofu Gehapu Phase I 500MW Photovoltaic Project and Daofu Gonglu Phase II 1.3 MW Photovoltaic Project.

2026-10-20 11:33:33

On October 16, Jiangxi Ganzhou Nankang District Light Storage and Charging Clean Energy Integration Construction Project was tendered, with a construction and installation cost of about 474 million yuan. The tenderer, Ganzhou Nankang District Hongbo Commerce and Trade Co., Ltd., is a state-owned enterprise.

2026-10-20 11:05:21

On October 16, the official website of Yangzhou Economic and Technological Development Zone issued two announcements to approve the EIA documents of "Jingao Yangzhou R & D No.1 Solar Cell Technology Research and Development Project" and "Jingao Yangzhou Base Battery Technology Renovation Project" of Jingao (Yangzhou) Solar Energy Technology Co., Ltd.

2026-10-19 17:00:50

On October 19, the National Energy Administration reported the handling of complaints and reports on the energy regulatory hotline in September 2026. Among them, people in Yinchuan, Ningxia reported through the 12398 hotline that there were hidden dangers in the quality of a centralized energy storage power station project invested by an electric power enterprise.

2026-10-19 15:24:00

On October 15, Yiwei Lithium Energy announced that the company expects a net profit of 5.068 billion yuan to 5.350 billion yuan attributable to shareholders of listed companies in the first three quarters of 2026, an increase of 80% to 90% over the same period last year; Net profit after deducting recurring gains and losses was 3.875 billion yuan to 4.262 billion yuan, an increase of 100% to 120% over the same period of last year, and the growth rate of deducting non-profits was even more prominent. At the same time, it is expected that business income in the first three quarters will increase by about 60% year-on-year.

2026-10-19 11:06:49

On October 15, Jiangsu Huadian Changzhou Wujin Qianhuanglingtai 219 MW Fishing-photovoltaic Complementary Photovoltaic Project EPC general contracting successful candidates were announced.

2026-10-19 10:55:15

On October 15, the People's Government of Xiangshui County, Yancheng City, Jiangsu Province issued the Announcement on the Stability Evaluation of the Decision-making Matters of the 300 MW Centralized Photovoltaic Project of Xinghai New Energy Co., Ltd. in Xiangshui County.

2026-10-17 10:30:19

On October 13, Guodian Electric Power Inner Mongolia Comprehensive Energy Guodian Electric Power "Mengdian into Anhui" New Energy Base Overall Implementation Plan and Feasibility Study Report Compilation Service Public Bidding.

2026-10-16 16:21:29

On September 16, Fumin County, Kunming, Yunnan Province, held a 2026 investment promotion docking meeting for the green energy industry chain. Fumin County Development and Reform Bureau has signed four investment invitation agreements with China Energy Construction, Huaneng Xiongfei, Yibin New Energy and China Coal Southwest Branch respectively.

2026-10-16 11:17:13

Operating income in the third quarter was RMB13.062 billion, representing a year-on-year increase of 109.03%; net profit attributable to parent company was RMB755 million, representing a year-on-year increase of 35.62%.

2026-10-16 09:50:27

Old iron, just after the National Day holiday, the component market has ushered in a wave of adjustment-six manufacturers have lowered their quotations, the overall decline of 1 to 3 points, and this wave of price reduction is not over yet. Recently, the demand of overseas component market has not met expectations, the distributed market continues to be depressed, the shipment of component manufacturers is mainly supported by domestic centralized projects, the inventory has been relatively high, from the supply and demand point of view, the price of components can not find support at present.

2026-10-15 17:10:30

On October 13, Inner Mongolia Lvneng Chuangyan Qingshuihe County 600 MW/2400 MWh Independent Energy Storage Project EPC started bidding, the tenderer is Lvneng Chuangyan Investment and Development (Guangxi) Co., Ltd., the total investment of the project is about 2.4 billion yuan, equivalent to EPC unit price of about 1 yuan/Wh.

2026-10-15 16:48:18

On October 15, Zeng Yuqun, chairman of Ningde Times, donated 1.5 million shares of Ningde Times to Ningde Institute of Advanced Studies of Shanghai Jiaotong University at the 2026 World Energy Storage Conference, which is worth about 400 million yuan according to the current share price.

2026-10-15 15:22:38

On October 14, Deye disclosed its performance pre-increase announcement for the first three quarters of 2026. It is estimated that in the first three quarters of 2026, the net profit attributable to the owner of the parent company will be 4.22 billion yuan to 4.32 billion yuan, an increase of 1.873 billion yuan to 1.973 billion yuan, an increase of 79.81% to 84.07% compared with the same period last year. Net profit in the third quarter is expected to be 1.503 billion to 1.602 billion.

2026-10-15 11:03:53

On October 12, Xinjiang Changji Hutubi 400MW Photovoltaic Project EPC General Contracting Project (Bid Section II: 250MW Photovoltaic) was tendered.

2026-10-14 16:30:54

Around 11 am local time on October 12, a fire broke out in the finished product warehouse of a lithium battery manufacturing plant in Tangjin, South Korea. After receiving the alarm, the local fire department rushed to the scene, and the fire was completely extinguished at 1:58 p.m. that day.

2026-10-14 15:39:58

Sudden changes in the billion-level energy storage project in Jimotai District, Qingdao, Shandong! On October 11, the local trading platform issued a notice of bid rejection, and the EPC project of the second phase of energy storage in the urban distribution network with a total investment of more than 1 billion yuan was terminated.

2026-10-14 11:07:43

Recently, the three major photovoltaic sand control projects of Huadian, Huaneng and CGN in Alashan, Inner Mongolia, have been put on record, with a total investment of over 8.3 billion yuan and a total installed capacity of 3.5G W, all of which are included in the implementation list of photovoltaic sand control experimental projects of Alashan League published by the Energy Bureau of Inner Mongolia Autonomous Region on September 28.

2026-10-14 10:30:29

On October 12, Nandu Power issued a major litigation announcement. The company and its four subsidiaries, including Yangzhou Nandu, recently received a summons from the Yangzhou Intermediate People's Court. Due to disputes over financial loan contracts, they were sued by Yangzhou Hanjiang Branch of China Construction Bank, involving 210 million yuan. At present, the case has been filed and the first instance has not yet been heard.

2026-10-13 17:08:00

On October 9, Inner Mongolia Huida Yidao New Energy Technology Co., Ltd. was approved to upgrade the production line of high-efficiency N-type TOPCon photovoltaic modules.

2026-10-13 16:40:59

Recently, the Zhejiang Energy Bureau issued the Zhejiang 2026 New Energy Storage Project Construction Plan. A total of 26 projects are included in the plan, with a total scale of 1.67 GW/3.38 GWh, involving China Resources/State Power Investment/Datang/Zhengtai/Xinwangda/Jingke, etc.

2026-10-13 15:15:12

The photovoltaic industry held another "closed-door meeting", and this time it also finalized the bottom line of the sales price of silicon materials and components! On October 12, media reported that Tongwei, Xiexin and other head photovoltaic enterprises held a closed-door meeting in Hangzhou on the 11th.

2026-10-13 11:33:54

On October 10, CGN New Energy Ningxia Lingwu 500 MW/2 GWh grid-side shared energy storage power station EPC tender, the tenderer is CGN New Energy Lingwu Co., Ltd., plans to start construction on November 20, 2026, and complete all grid-connected power generation by May 10, 2027.

2026-10-13 11:13:24

On October 8, the Ecological Environment Bureau of Meishan City, Sichuan Province, issued an announcement on the ecological environment impact assessment document of the "High-efficiency Crystalline Silicon Solar Cell Intelligent Technology Upgrading and Renovation Project".

2026-10-12 17:20:24

On October 12, South Grid Energy Storage announced that on October 10, the board of directors of the company received a written resignation report submitted by Chairman Liu Guogang. As he reached the legal retirement age, Liu Guogang applied to resign as chairman, director, member of the Strategic and Sustainable Development Committee, convenor and member of the Nomination Committee of the ninth board of directors of the company. Liu Guogang's resignation will take effect on the date of the election of the new chairman of the company.

2026-10-12 17:06:15

On October 10, Ningde Times and Celis Group signed a long-term strategic cooperation agreement in Chongqing, and the two sides will deepen cooperation in battery safety, industrial chain coordination, global ecological cooperation and other fields.

2026-10-12 15:28:56

On the evening of October 11, Apollo Power, a listed company in Taiwan, announced the conclusion of the "AIDC and Enterprise Strong Grid Cooperation Strategic Alliance" with Taiwan Tesla Automobile Co., Ltd., Gigabyte Technology, Qunlian Electronics and Shilin Electric Machinery Factory.

2026-10-12 11:38:52

On October 10, the successful candidate for the 600MW pEPC general contracting project of Section II of Zhongxinjian Shima Bingdi Fusion 2G W Photovoltaic Base Project (Manas Jieyun 0.98GW) was announced.

2026-10-12 11:25:11

As of the close of September 30, the total market value of 107 listed companies related to the photovoltaic industry was 202.16 billion yuan, which was 147.8 billion yuan less than beginning of September, and 433.5 billion yuan less than January 5 this year, or 17.66%.

2026-10-11 10:30:49

On October 9, China Water Conservancy and Hydropower Fifth Engineering Bureau Co., Ltd., a subsidiary of China Electric Power Construction, disclosed that the 300000 kilowatt photovoltaic composite project in Futula, Lingwu City, Ningxia, was officially started. 

2026-10-10 17:30:33

On October 9, the Zimbabwean government officially made it clear that the ban on the export of lithium concentrates, originally scheduled for January 2027, would not be extended.

2026-10-10 15:24:59

On October 8, Shaanxi Development and Reform Commission issued the Announcement on Decentralized Wind Power and Small Ground Photovoltaic Power Station Projects in Shaanxi Province in 2026.

2026-10-10 10:30:29

Influenced by the continuous strengthening of traditional off-season inertia, downstream construction demand showed an unexpected decline. Despite the intensive implementation of off-peak kiln shutdown in an attempt to shrink supply, the extent of demand collapse far exceeded the favorable hedging of production control.