The Zhitong Finance App learned that TrendForce published an article stating that recently, with the gradual digestion of inventory, collection and storage efforts, there is a clear trend of price increases in the photovoltaic industry chain. Prices from silicon material manufacturers have risen sharply to 65 yuan/kg, silicon wafers are experiencing a price rebound period driven by inventory clearance, and the battery sector experienced a strong wave of price increases this week. As the component market's project momentum comes to an end at the end of the year, extremely low price orders left over from the previous period are disappearing at an accelerated pace. It is expected that after experiencing the game and inventory removal in the first quarter, as seasonal demand picks up and upstream cost pressure is transmitted in full, component prices are expected to actually rise smoothly in the second quarter.

Zhitongcaijing · 2d ago
The Zhitong Finance App learned that TrendForce published an article stating that recently, with the gradual digestion of inventory, collection and storage efforts, there is a clear trend of price increases in the photovoltaic industry chain. Prices from silicon material manufacturers have risen sharply to 65 yuan/kg, silicon wafers are experiencing a price rebound period driven by inventory clearance, and the battery sector experienced a strong wave of price increases this week. As the component market's project momentum comes to an end at the end of the year, extremely low price orders left over from the previous period are disappearing at an accelerated pace. It is expected that after experiencing the game and inventory removal in the first quarter, as seasonal demand picks up and upstream cost pressure is transmitted in full, component prices are expected to actually rise smoothly in the second quarter.