Alliance Consulting: Visibility of May PV module orders declined, with midstream and upstream entering a price drop.

Financial Intelligence APP learned that Jibang Consulting published an article stating that this week, due to weakening demand, the visibility of orders for PV modules in May is poor. Top manufacturers are reducing production, cutting back on outsourcing orders, and production is expected to decrease by more than 10%. Second and third-tier manufacturers have insufficient orders and are resorting to price cuts. In addition, in terms of silicon materials, as the holiday approaches, trading volume has not increased significantly. Considering that silicon wafers are still in a falling price range, polysilicon plants are mainly focusing on depleting their own inventories and are still waiting for the expected decline in silicon material prices in the future.