Chinese Solar Panel Prices Rise as Export Tax Exemptions End in April
Key Takeaways
- China dominates renewable energy supply chains and exports solar panels, turbines, batteries, EVs.
- War-driven energy crisis boosts China's renewables exports.
- Chinese solar panel prices rose 3.45% week-on-week under FOB terms.
Price Increase Amid Policy Shifts
Chinese solar panel prices under FOB terms rose by 3.45% this week amid economic and geopolitical developments.
“Democracy Dies in Darkness By Rudy Lu TAIPEI, Taiwan — As the oil and gas crisis set off by the war in Iran drives governments to accelerate their transitions to renewable energy, one country above all stands to benefit”
The Chinese Module Market Index (CMM) rose to $0.12 per watt.
Beijing will scrap the 9% export tax exemption on solar products starting April 2026.
Market Uncertainty and Buyer Hesitation
April business activity remained weak as buyers were largely neutral.
An international buyer prefers to re-evaluate pricing after Q1 2026.
The Q2 2026 price outlook remains uncertain due to multiple factors.
Broader Geopolitical Context
The oil and gas crisis from the Iran war is accelerating transitions to renewable energy.
“Chinese solar panel prices under FOB (free-on-board) terms rose by 3”
China dominates renewable energy supply chains, producing the vast majority of solar panels, wind turbines, batteries and EVs.
Exports were already climbing to new heights before recent price shifts.
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