The photovoltaic industry chain is a crucial component of the renewable energy sector, and the latest updates can be found on the Polaris Solar Photovoltaic Network. This platform provides comprehensive information related to the photovoltaic industry, helping users quickly grasp the latest developments.
Recent data indicates that by 2027, the wind and solar installed capacity in Sichuan is expected to reach 45 GW. The industry aims to address the shortfall in production capacity across several critical segments, including electronic-grade polysilicon, photovoltaic glass, silver paste, crucibles, and battery modules. Efforts will focus on consolidating advantages in polysilicon and high-efficiency solar cells while moderately expanding production capacities for low-cost, high-efficiency processes such as pulling and slicing. The development of new, advanced solar cells will also be prioritized.
On April 17, 2025, TrendForce released its latest pricing for the photovoltaic industry chain. The mainstream transaction prices for n-type polysilicon this week were recorded at 41 CNY/kg for reprocessed material, 40 CNY/kg for dense material, and 38 CNY/kg for granular silicon. A supply-demand imbalance has become evident as prices for silicon wafers and cells continue to decline.
Prices for centralized projects are currently around 0.67-0.71 CNY/W, while distributed projects have seen prices drop to 0.72-0.75 CNY/W due to reduced high-price orders. In early April, as project bids for distributed projects peaked at around 0.78-0.80 CNY/W, component prices began to slide.
On April 16, InfoLink Consulting reported that the price for 2.0mm coated photovoltaic glass stands at 13.5 CNY/m², while the price for 3.2mm coated glass remains at 22.5 CNY/m². The cost for 2.0mm backsheet glass is 12.5 CNY/m².
Following the peak demand driven by “531” installations, which stimulated downstream product needs, prices across various segments have started to decline. In a recent signing ceremony, the Zhejiang region announced plans for 43 major projects, with a total investment of 31.7 billion CNY, focusing on photovoltaic and composite materials.
As of April 15, the production of polysilicon is projected at 10.4 million tons for April, with a sustained focus on managing output rates. The average price for n-type reprocessed material was recorded at 41,000-46,000 CNY/ton, with n-type granular silicon prices between 38,000-41,000 CNY/ton.
On April 1, Guangdong’s Development and Reform Commission announced plans for 15 key photovoltaic projects, covering areas such as solar cells, modules, and backsheets.
In summary, the photovoltaic industry chain continues to evolve with various factors influencing pricing and production capacities. For ongoing updates and detailed insights, follow the Polaris Solar Photovoltaic Network.
Original article by NenPower, If reposted, please credit the source: https://nenpower.com/blog/navigating-the-photovoltaic-industry-chain-latest-trends-and-insights/
