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China TOPCon solar cell prices fall for third week as export buying fades and wafer costs ease
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Fusion42 · 19 September 2026 · Fusion42 review
Chinese TOPCon solar cell prices have fallen for a third consecutive week due to waning export buying and a reduction in wafer and silver costs, while domestic demand remains weak following electricity pricing reforms. Despite modest production increases, the market faces inventory accumulation, with uncertain impacts from a potential polysilicon production-cut agreement.
This Wire brief sits within Fusion42's coverage of Clean Energy.
◆ ◆ The Wire takeaway
Falling cell prices and easing wafer costs push solar project economics down, forcing you to rethink your supply chain and pricing strategy immediately. The reported polysilicon production pact could soon change wafer prices again, pressuring your sourcing decisions.
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1 source · 18 Sep 2026
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