China PV module prices expected to hit $0.12/W in H2

China's PV module prices are expected to hover around $0.12/W in the second half of 2026 as the removal of export VAT rebates, front-loaded demand, and persistent oversupply keep market sentiment volatile. China's State Administration for Market Regulation (SAMR) has halted the solar industry's $7 billion plan to reduce polysilicon overcapacity in early January, a move intended to ease price pressure across the supply chain. Since then, the Chinese authorities have given no indication that the plan will resume, leaving market participants in continued uncertainty. "SAMR appears to have paused ...

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