This is the end of cheap photovoltaics from the East. China says stop
It is worth explaining here that, to some extent, all Chinese companies are subject to the local authorities. Therefore, it may force them to take certain market actions. The situation is no different in the case of the largest producers of PV panels, which are extremely important both in terms of local exports and the energy industry.
China is ending cheap photovoltaics
Well, after local producers of photovoltaic panels recorded record losses, the Chinese government decided to change its strategy. The first step is to be nationwide consolidation of enterprises in order to reduce internal competition. This means that many Chinese manufacturers will join forces, and their products will be much more expensive, but generate profits.
This does not mean, however, that only Chinese panels will become more expensive. Well, the price pressure will fall from European producers, who will also be able to increase margins. However, this is still not the end of bad news for people planning to build a PV installation.
Not only China
Raw materials and components necessary for the construction of installations, such as aluminum, silver and EVA foil, also increased. It is a layer that surrounds the photovoltaic cells themselves, forming a laminate with them. Its task is to protect them against weather conditions and the effects of oxygen and UV radiation. Additionally, this foil connects the panel with its base and protective glass. So this is one of the key elements.
The photovoltaic cells themselves are also expected to be more expensive due to the reduction in export tax relief, which is to be completely abolished at the beginning of 2027.
Real raises
Thus, in the case of photovoltaic panels with high efficiency, i.e. at least 23%, there has already been an average increase of 4.3% compared to January last year.
In the case of full-black modules, which are popular because they look the most aesthetic, we are talking about an average increase of 4%. However, modules with average efficiency, i.e. below 23%, received an increase of 5%.
Interestingly, the cheapest modules with a limited warranty, i.e. those that raised doubts in terms of durability during quality control but were approved for sale, did not record an increase in prices. Despite this, they are not recommended for the construction of installations.
