[SMM PV] Exports Grew 267%! PV Export Orders Full Production Schedule

Published: Jun 9, 2026 09:14

Save

Customs data show that China's cumulative PV product exports from January to April 2026 were up about 43% YoY, as foreign demand remained strong despite the cancellation of export tax rebates for PV products from April 1. Especially in the Southeast Asian market, in April this year, monthly module exports were up 267% YoY.

Industry insiders believe that global new PV installations will remain above 500 GW in 2026, and that, while seizing the global new energy transition, China's PV enterprises are accelerating technological upgrades and structural optimization to achieve a shift from scale expansion to quality and efficiency improvement.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

14 hours ago

Stable Operating Rate Pattern for PV Frames Unlikely to Change in the Short Term; Production Resumptions at Aluminum Plants Outside China Accelerate, Market Sentiment Shifts [SMM Analysis]

14 hours ago

16 hours ago

Silver Retreated After a Rapid Rise This Week, Up 3.29%; Futures Remained Firm and Spot Discounts Widened [SMM Silver Weekly Review]

[SMM Silver Weekly Review: Silver Retreats After Rapid Rise This Week, Up 3.29% on the Week; Futures Stay Firm While Spot Discounts Widen]Silver prices retreated after a rapid rise this week, gaining 3.29% on the week. Negative nonfarm payrolls and cooling rate-hike expectations pushed prices to a mid-week high, but the market turned cautious after the CPI release. Spot premiums gradually shifted to discounts, showing a divergence pattern in which futures were strong while spot was weak. Inventories saw a 74 mt buildup, and ETF holdings edged up. In the short term, prices are likely to consolidate; over the medium and long term, watch for upside opportunities after the rate hike path and geopolitical situation become clearer.

16 hours ago

Nonfarm Payrolls + CPI Served as Dual Catalysts, and Precious Metals Futures Closed Sharply Higher This Week [SMM Precious Metals Macro Analysis]

Precious metals fluctuated at highs overall this week, with spot gold rallying from $4,240 to above $4,440 and hitting a two-month high. The core drivers were a sharp downside surprise in July nonfarm payrolls and a mild pullback in CPI; expectations for a US Fed interest rate hike in September cooled significantly, the US dollar and US Treasury yields both pulled back, and central bank gold purchases accelerated. Watch for a rebound in oil prices, supply pressure in US Treasuries, and a short-term technical pullback.

16 hours ago