As the key deadlines of April 30 and May 31 approach, the solar market is experiencing dramatic changes. Prices are surging, stock is running low, and uncertainty is at an all-time high. So, what’s driving this chaos, and how should you respond?
1. What’s Happening in the Market?
✅ Prices Rising Daily – Every day brings new price hikes.
✅ Severe Shortages – Panels are running out fast.
✅ Market Confusion – Uncertainty is making buyers anxious.
2. Why Is This Happening?
1. Inventory Adjustments – Stock Levels Are Critically Low
In 2023 and 2024, Tier 1 brands faced two years of continuous losses. To survive, they cut production and cleared inventory by the end of 2024, leading to extremely low stock levels.
At the same time, overseas inventory also depleted rapidly—not just for mainstream products but even for lower-efficiency models. Now, everyone is scrambling for what’s left.
2. Low Production Output – Factories Can’t Keep Up
Since late 2024, top manufacturers have been operating at only one-third of their full capacity. Production hasn’t scaled up yet, and factory stock is nearly empty.
Strong demand but no supply = skyrocketing prices.
3. Policy Shocks – A Race Against Time
The February 9 policy update has shaken the market. With less than 100 days left before the deadline, everyone is rushing to secure panels, creating a massive demand surge.
Many stockpiled projects are now being forced into installation, pushing demand even higher.
4. Supply & Demand Imbalance – Panic Buying Is in Full Swing
Distributors are stockpiling aggressively.
EPC projects are rushing to secure inventory.
Factories are overwhelmed with orders.
Result? Extreme price hikes and limited availability.
3. What’s Next for Prices & Lead Times?
Prices will continue rising – Expect $0.1/Watt soon.
Lead times will tighten – Popular models will be harder to get.
Why?
· Factories were selling at a loss before. Now that demand is up, they won’t keep selling at low prices.
· Raw material prices are climbing – Silicon wafers, cells, and auxiliary materials are all getting more expensive.
4. What Should You Do Right Now?
Pay in full, push for delivery, and secure stock ASAP!
Avoid high-demand models (especially 615W panels) – Adjust your design if needed.
Don’t wait! Prices are only going up.
Act NOW or risk paying much more later!
