{"id":1189,"date":"2025-06-11T15:19:36","date_gmt":"2025-06-11T15:19:36","guid":{"rendered":"https:\/\/remote-support.space\/wordpress\/?p=1189"},"modified":"2025-06-11T16:53:40","modified_gmt":"2025-06-11T16:53:40","slug":"solar-module-pricing-june-2025","status":"publish","type":"post","link":"https:\/\/remote-support.space\/wordpress\/2025\/06\/11\/solar-module-pricing-june-2025\/","title":{"rendered":"Solar Module Pricing June 2025"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p>Based on the latest market data and analysis, China&#8217;s solar module prices are experiencing a complex interplay of short-term volatility and sustained downward pressure due to oversupply. Here&#8217;s a detailed analysis of current trends and drivers:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udcc8 <strong>Recent Price Movements &amp; Near-Term Outlook<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Q2 2025 Price Surge (March-May 2025)<\/strong><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Prices rose due to China&#8217;s installation rush before the June 1 policy shift ending fixed feed-in tariffs. TOPCon modules (\u2265600W) increased to <strong>$0.090\/W<\/strong> in April (up 1.12% monthly) .<\/li>\n\n\n\n<li>Average spot prices reached <strong>CNY 0.73\/W ($0.10\/W)<\/strong> for premium modules, with distributors stockpiling inventory .<\/li>\n\n\n\n<li>Drivers: Policy deadlines (&#8220;430&#8221; and &#8220;531&#8221;), rising wafer\/cell costs, and distributed solar demand .<\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Current Stabilization (June 2025)<\/strong><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>As of early June, TOPCon modules stabilized at <strong>$0.083\/W FOB China<\/strong>, with PERC modules at <strong>$0.083\/W<\/strong> .<\/li>\n\n\n\n<li>Prices for 450W-class TOPCon modules held at <strong>$0.092\/W<\/strong> .<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udcc9 <strong>Mid-to-Long-Term Bearish Pressures<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Oversupply Dominance<\/strong><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Manufacturing capacity continues to outstrip demand despite China&#8217;s regulatory efforts (e.g., voluntary production limits). CEA projects low prices throughout 2025 due to &#8220;persistent overcapacity&#8221; .<\/li>\n\n\n\n<li>Inventory levels remain elevated, with a top-5 manufacturer confirming &#8220;oversupply&#8221; as a structural issue .<\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Policy-Driven Demand Drop Post-June<\/strong><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>TrendForce predicts &#8220;intense competition&#8221; in Q3 2025, pulling module prices down to <strong>CNY 0.70\/W ($0.096\/W) or lower<\/strong> .<\/li>\n\n\n\n<li>Forward contracts for Q4 2025 are already priced lower at <strong>$0.082\/W<\/strong> .<\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>2026 Price Declines<\/strong><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Q1 2026 forward prices assessed at <strong>$0.081\/W<\/strong>, dropping to <strong>$0.080\/W<\/strong> in Q2 .<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83c\udf0d <strong>Regional &amp; Segment Variations<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th><strong>Market<\/strong><\/th><th><strong>Module Type<\/strong><\/th><th><strong>Price Trend (June 2025)<\/strong><\/th><\/tr><\/thead><tbody><tr><td><strong>China Export<\/strong><\/td><td>TOPCon (\u2265600W)<\/td><td>$0.083\u20130.087\/W (FOB)<\/td><\/tr><tr><td><strong>Europe<\/strong><\/td><td>TOPCon (\u2265600W)<\/td><td>\u20ac0.102\/W (DDP), +0.99% monthly<\/td><\/tr><tr><td><strong>U.S.<\/strong><\/td><td>TOPCon (\u2265600W)<\/td><td>$0.258\/W (DDP), +0.78% monthly<\/td><\/tr><tr><td><strong>Premium Seg.<\/strong><\/td><td>High-efficiency (&gt;22.5%)<\/td><td>\u20ac0.13\/W, +4% since Jan 2025<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u26a0\ufe0f <strong>Key Market Risks<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Inventory Correction<\/strong>: Post-rush demand collapse could trigger a &#8220;sharp price correction&#8221; by late Q2 .<\/li>\n\n\n\n<li><strong>Tariff Impacts<\/strong>: New U.S. tariffs (48% on Laos, 32% on Indonesia) may raise Southeast Asian module costs by <strong>$0.05\u20130.06\/W<\/strong> .<\/li>\n\n\n\n<li><strong>Policy Uncertainty<\/strong>: China&#8217;s market-driven pricing may reduce investor returns, dampening future demand .<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udca1 <strong>Conclusion: Stabilization Before Decline<\/strong><\/h3>\n\n\n\n<p>While June 2025 prices show short-term stability, <strong>oversupply and falling post-policy demand will drive prices down through 2026<\/strong>. Manufacturers face margin pressure despite temporary Q2 gains, with global tariffs adding complexity. Prices are projected to bottom at <strong>$0.078\u20130.084\/W by mid-2026<\/strong> .<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Based on the latest market data and analysis, China&#8217;s solar module prices are experiencing a complex interplay of short-term volatility and sustained downward pressure due to oversupply. Here&#8217;s a detailed analysis of current trends and drivers: \ud83d\udcc8 Recent Price Movements &amp; Near-Term Outlook \ud83d\udcc9 Mid-to-Long-Term Bearish Pressures \ud83c\udf0d Regional &amp; Segment Variations Market Module Type [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[],"class_list":["post-1189","post","type-post","status-publish","format-standard","hentry","category-solar"],"_links":{"self":[{"href":"https:\/\/remote-support.space\/wordpress\/wp-json\/wp\/v2\/posts\/1189","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/remote-support.space\/wordpress\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/remote-support.space\/wordpress\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/remote-support.space\/wordpress\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/remote-support.space\/wordpress\/wp-json\/wp\/v2\/comments?post=1189"}],"version-history":[{"count":1,"href":"https:\/\/remote-support.space\/wordpress\/wp-json\/wp\/v2\/posts\/1189\/revisions"}],"predecessor-version":[{"id":1190,"href":"https:\/\/remote-support.space\/wordpress\/wp-json\/wp\/v2\/posts\/1189\/revisions\/1190"}],"wp:attachment":[{"href":"https:\/\/remote-support.space\/wordpress\/wp-json\/wp\/v2\/media?parent=1189"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/remote-support.space\/wordpress\/wp-json\/wp\/v2\/categories?post=1189"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/remote-support.space\/wordpress\/wp-json\/wp\/v2\/tags?post=1189"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}