From Asia Financial, July 10:
Shares of solar panel-makers have soared this week since Beijing said it would end severe discounting that has troubled them for months; polysilicon has also soared.
Stocks of big Chinese solar manufacturers rose sharply again on Thursday, on news that Beijing wants to cool severe price cutting that has troubled the sector this year.
Massive overcapacity among panel makers and price discounts undertaken to sell stock have sparked price wars and fears that more cuts could entrench deflation and undermine the broader economy.
The prices of some components fell by nearly 30% in the year to May, according to one estimate.
Shares of top manufacturer JA Solar rose nearly 10% and have gained 20% since July 1, when the top leaders of the world’s second biggest economy vowed measures to halt the price wars in the solar and other industries.
That step was followed by an industry ministry pledge on July 3 to curb price wars and phase out outdated capacity in the solar industry.
Prices in the solar industry have fallen nearly 30% between May 2024 and May 2025, the Oil Price Information Service (OPIS) assessment for high-efficiency tunnel oxide passivated contact (TOPCon) modules shows.
Stock prices of peers Longi Green Energy, JinkoSolar and Trina Solar have risen more than 10% this month. The companies did not respond to Reuters’ requests for comment.
Last week Longi told state media it would commercialise high-efficiency products sooner to overcome the low-price dilemma.
Polysilicon sees big rise...
....MUCH MORE
Also at Asia Financial:
July 4 - Beijing Moves to Prop up Solar Panelmakers Hit Hard by Price War
