Chinese Solar Makers' Losses Deepen as Industry Vows To End Price War (nikkei.com) 50
Years of aggressive capacity expansion have driven China's solar manufacturing sector into deep losses. Panel prices have hit their lowest levels since 2011 even as the country's installations more than doubled. Shanghai-listed Tongwei reported a 4.96 billion yuan ($693 million) net loss for the first half of 2025, widening from 3.13 billion yuan a year earlier, while Trina Solar swung to a 2.92 billion yuan loss from a prior-year profit.
Panel prices touched 8.7 cents per watt in July, forcing manufacturers to write down inventory values across the polysilicon-to-module supply chain. China installed 212.2 gigawatts of photovoltaic capacity through June, bringing total installations to 1.1 terawatts, yet supply continues outpacing demand after seven major manufacturers posted their first combined annual loss in 2024. The Ministry of Industry and Information Technology convened leading producers last week to urge shutdowns of outdated capacity, while the China Photovoltaic Industry Association pledged to tackle what it termed "involution-style" competition through strengthened self-discipline measures.
Panel prices touched 8.7 cents per watt in July, forcing manufacturers to write down inventory values across the polysilicon-to-module supply chain. China installed 212.2 gigawatts of photovoltaic capacity through June, bringing total installations to 1.1 terawatts, yet supply continues outpacing demand after seven major manufacturers posted their first combined annual loss in 2024. The Ministry of Industry and Information Technology convened leading producers last week to urge shutdowns of outdated capacity, while the China Photovoltaic Industry Association pledged to tackle what it termed "involution-style" competition through strengthened self-discipline measures.
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I have been on the internet doing research since the DAY they turned it on. (April 1993, just after my 15th Birthday that year)
Sooo.... You think that the day they released the Mosaic Web Browser is the "DAY they turned [the Internet] on"? You seem to think that establishes some sort of credibility but, around the classic Slashdot crowd several things about that statement pretty clearly mark you as a rube. I can elaborate if you like, but it helps re-establish some of the credibility you seem to want if you can point them out yourself. Talk about people not being as smart as they think they are.
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Wow, some people just never fail to impress with their stupidity. That's about all you see to be able to impress me with. Sorry newb.
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I would say that my understanding of my own intellect is about right. As far as your intelligence... let's just say it makes me kind of sad.
Re: Menstrual Cup change in action! (Score:2)
I was on it before then, must have been hallucinating when I was using gopher and email.
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No kidding. There's a story from Elon Musk's biographer about him telling a room full of software engineers at Twitter - in an attempt to demonstrate his superiority and technical acumen -- about how he was programming in C when he was only 15. In my mind, I imagine a lot of nervous coughs around the table, maybe some crickets. Of course, any nervous coughs or anything other than either blank stares, or alternately some form of figurative genuflection probably would have gotten anyone who did it fired along
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Ok, now do the basic math of comparing the volume of waste from solar panels and windmills to the amount of waste from fossil fuels. Don't worry too much about finding exact numbers to start with. As long as you are in the right order of magnitude, the sheer difference in pollution output between fossil fuels and the alternatives should be obvious.
As for the bizarre posting of a bunch of links, I don't think you understand how either discussion or the concept of using references work. The way you are suppos
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Interesting. So, assuming that you're the same AC -- on a side note, it would be nice, since Slashdot now requires login to post AC anyway, if it would identify ACs, not in the sense of saying which user they are, but simply give any AC something like a temporary id number for every post on the same discussion, that way you know if you're actually having a continuous conversation with at least the same person, even if they are anonymous -- you are saying that your posts have no value whatsoever and you're j
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You are literally bitching about your echo chamber having a voice in it you don't like.
No, it would just be nice if posters were serious and had some basic level of knowledge and intelligence fitting the topics. You (once again, if you're the same AC) literally posted that you were "shitpost[ing]".
You feckless coward. People like you are an infection to freedom and should be exiled from the USA.
Wow. Ok. You know they have pills for that little problem of yours now. The websites you probably get your "news" from them sell them all the time. Just look for the ad with the man with the old face, but improbably young looking and incredibly muscled torso. He will probably have one or two very yo
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Really. Is someone *paying* you to post bullshit, or do you just have no job, no life, and think annoying others is "fun"?
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IF you have a job - and I doubt that - you probably do make more, since I'm on social security. 240 WPM? ROTFLMAO - I have an ex who was well into the mid/upper 100-200 range. So, tell us - is that after correcting typos and spelling errors?
212.2 Gigawatts? (Score:2)
GREAT SCOTT!
I Call Bullshit! (Score:2)
Panel prices touched 8.7 cents per watt in July
Where can I get these panel prices? Looking a Trina panels right now and I see them for $1, $0.50, and even a clearance sale for $0.34/watt. I'm not sure I can actually get the cheap ones or how many I can get, but even at a cheap $0.34/watt they are still almost 4 times higher than these 8.7 cent claims. And realistically, they'll be more than 5 times higher in price.
And make no mistake, relatively speaking 50 cents per watt is much cheaper than it has been in the not too distant past.
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Are you buying wholesale volume direct from the factory or from retail?
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I'm buying retail, of course. But the prices I quoted are wholesale, per shipping container.
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https://ussolarsupplier.com/products/trina-vertex-s-400?variant=50214905545002&msclkid=601e4c08d7c81b13d10924a451ba4edb [ussolarsupplier.com]
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8 to 11 cents a watt from Alibaba, of course this needs tariffs, shipping,etc
https://www.alibaba.com/produc... [alibaba.com]
https://www.alibaba.com/produc... [alibaba.com]
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Is that after the 60% tariffs? If so that seems reasonable.
Re:I Call Bullshit! (Score:4, Interesting)
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Batteries are insanely cheap too. If you are willing to assemble yourself, an LFP 15kWh battery can be had for £1,300 delivered now: https://www.fogstar.co.uk/coll... [fogstar.co.uk]
That's about $1,750.
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I'm buying retail, of course. But the prices I quoted are wholesale, per shipping container.
Where did you find the info? I only get as far as, it's data from bloombergnef.
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Just googled and from the first page I saw bifacial Ja Solar 445W Panels for 57 Euro from webshops aimed at consumers here (Netherlands). That's not the cheapest, but the fact that even bifacial can be bought so cheap amazed me.
The US market seems incredibly poorly developed.
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Not seems, it is. It's not even Federal but depending on which state you are in there are very different regulations in how they are sold and marketed and how the homeowner and developers can utilize them.
In my state the programs and restrictions has basically fostered it's own solar-scam-economy where I get a few people a month knocking on my door offering "free solar installation" and "I work for the power company" (they don't).
Re:Tariffs (Score:1)
Given that tariffs change depending on cheeto's weekend golf score https://didtrumpgolftoday.com/ [didtrumpgolftoday.com] is this still in play? https://www.bbc.com/news/artic... [bbc.com]
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Where can I get these panel prices?
I take it you are buying 1 panel or 10 panels? Sorry but I have to laugh at your little toy project attempt. One solar farm project we were working on ordered 120,000 panels. For one project. And even late last year the prices were in the sub-10c/W
Just looking at Alibaba right now shows I can get panels for as low as 16c/W (Australian, I'm on holiday and can't be fucked defeating the geofence) which is 10 US cents/W for an order of 100kW, and that's without a negotiated contract.
Yet Another thing Trump fucked up (Score:2, Interesting)
We ought to be hoovering up that firesale. Instead, we're taxing the ever-loving fuck out of Americans who buy it.
Trump is clearly pro-China and whatever helps their economy is good for him, even if it's bad for America's economy.
What a worse-than-worthless head of politburo. If I had my way, he'd be arrested, tried, and hanged by neck until he's dead, and we would switch back to the US Constitution. But since I'm conservative, the currently-dominant party (Republicans) blows me off as their ideological o
Hope the prices stay low a bit longer... (Score:1)
We're buying a new house next year and high on my list is to add solar if it doesn't already have a good solar system on it.
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Pretty sure technology won't stop.
This is a market thing. Too many competitors and ruin each other in a too fast race.
Typical of a maturing market. Less capitalized business that don't have some exclusivity in the market burn all their case in the race and broke.
After sometime and all concentrate, the renewable will continue to be driven by real efficiencies more than a crazy race.