2026 H1 PV EVA Market Analysis and Outlook——Price Retreat After Geopolitical Surge, H2 to Face a Dual Game of Supply and Demand [SMM Analysis]
[SMM Analysis: 2026 H1 PV Resin Market Review and Outlook – Prices Retreat After Geopolitical Spike, H2 Faces Supply-Demand Tug-of-War] In H1 2026, PV-grade EVA resin prices completed a full cycle of “low-level consolidation—pulse spike—consolidation at highs—accelerated decline—hitting bottom and stabilising,” with a fluctuation range exceeding 50%. POE resin, based on different supply-demand fundamentals and localisation progress, showed significant divergence from EVA in fluctuation magnitude and recovery pace.