February 3Feb 3 China’s PV manufacturing sector is operating at full capacity ahead of an April 1 export tax change, contributing to module price increases of 20% to 30% in parts of the supply chain and raising risks for price-sensitive European commercial and utility-scale projects in early 2026.Last year ended relatively quietly, particularly in terms of module prices, which remained largely stable for months. With the December holidays, the sector also shut down early, giving everyone a chance to rest, reflect on the past year, and make plans for the future.That tranquility, however, ended in the opening days of 2026. According to early forecasts, the year will bring a mix of changes, opportunities, and challenges. In China and across Asia, astrologically, it is the Year of the Fire Horse—a symbol of independence, dynamism, and a strong drive for change, occurring only once every 60 years. In many ways, that spirit seems to have arrived forcefully in global markets, fueled not only by harsh winter weather but also by significant geopolitical upheavals. It feels as though nothing has been left untouched, and the world is seeking a new order.pv magazine InternationalEuropean PV market faces potential 2026 price shock from...China’s PV manufacturing sector is operating at full capacity ahead of an April 1 export tax change, contributing to module price increases of 20% to 30% in parts of the supply chain and raising risks "I don't want to know why you can't. I want to know how you can!"
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