[SMM PV News] Pakistan's Uncounted Solar Boom

Cailian Press, May 18 — Data from the National Bureau of Statistics (NBS) showed that solar cell (PV cell) production in April was 64.94 million kW, down 25.6% YoY. From January to April, solar cell (PV cell) production was 241.5 million kW, down 15.3% YoY.

Reuters reported, citing market data, that demand for rooftop PV systems among household users in Germany, the UK, the Netherlands, and other countries more than doubled compared to levels before the Middle East conflict erupted, while business volumes for European energy equipment wholesalers and renewable energy enterprises surged even more dramatically. Since the outbreak of the US-Israel-Iran conflict in late February, European electricity prices have risen significantly, with energy costs for enterprises and households under sustained pressure. Against this backdrop, an installation rush for rooftop solar systems has swept across Europe, as PV power generation accelerates its transition from a supplementary energy source to a critical option for ensuring energy security. Reuters reported, citing market data, that demand for rooftop PV systems among household users in Germany, the UK, the Netherlands, and other countries more than doubled compared to levels before the Middle East conflict erupted, while business volumes for European energy equipment wholesalers and renewable energy enterprises surged even more dramatically.

[SMM Silicon-Based PV Morning Meeting Minutes: Polysilicon Prices Temporarily Stable, Module Prices Relatively Weak] Last week, China's module prices were basically stable, but amid this stability there was a tug-of-war between upstream and downstream. Currently, distributed and some centralized procurement plans are increasing, but for current module prices, negotiation and pushing for lower prices remain the main approach. However, on the module side, due to support from the cost side, especially silver prices, and strengthened support from solar cell prices, maintaining stable prices remains the priority. Currently, distributed Topcon 183, 210R, and 210N high-efficiency modules are quoted at 0.7445 Yuan/W, 0.752 Yuan/W, and 0.755 Yuan/W respectively, while centralized Topcon 182/183 and 210N high-efficiency modules are quoted at 0.7235 Yuan/W and 0.7435 Yuan/W respectively.