In the spring of 2026, global energy markets are undergoing profound restructuring.
Ongoing tensions in the Strait of Hormuz have disrupted global oil and gas supply chains, sending Brent crude prices surging and triggering fresh energy supply alarms in Europe. This scenario echoes the energy crisis following the 2022 Russia-Ukraine conflict, yet with a fundamental difference—this time, energy security is no longer just a short-term emergency response but is becoming a strategic sovereignty issue that nations are re-examining.
Since the beginning of 2026, solar module prices have continued to rise. Leading manufacturer JinkoSolar has notified customers that effective March, products above 650W will see price increases, averaging 30%-40% from previous lows. TOPCon module quotes have rebounded to the RMB 0.85-0.90/W range.
This round of price increases stems from multiple overlapping factors: rising silver prices driving up silver paste costs, rush exports ahead of tax rebate cancellations, and industry consensus on anti-”involution” pricing.
Since the start of the year, the solar industry has seen significant integration signals. Polysilicon leader Tongwei plans to acquire Qinghai Lihao, while wafer leader TCL Zhonghuan intends to invest in Aiko Solar—horizontal integration and vertical integration unfolding simultaneously. This marks the industry’s shift from “scale competition” to “value competition,” with resources concentrating toward R&D innovation and high-efficiency, low-cost products accelerating market penetration.
Chinese leading companies are accelerating overseas expansion. JinkoSolar recently signed a 105.68MW Tiger Neo 3.0 module supply agreement for the Japanese market, targeting residential and C&I distributed segments. Japan’s high latitude, low irradiation, and limited installation space demand high power density and excellent low-light performance—areas where Tiger Neo 3.0 excels as a performance benchmark.
Meanwhile, LONGi signed 100MW module orders at a Netherlands exhibition, Aiko secured a 300MW ABC module procurement agreement with Middle East-Africa channel partners, and JA Solar reached multiple cooperation agreements with Indonesia’s Triputra—Chinese solar companies are accelerating their global footprint.
With the exponential expansion of AI computing centers, demand for clean electricity will reach new heights. CICC research notes: “Medium to long-term AI computing center expansion, electricity market reform, and national carbon neutrality goals will drive growth in both solar and storage installations.”
With advantages in short construction cycles, economy, flexibility, and universality, solar is becoming the “energy foundation” supporting the digital world of the AI era.
As a Gold Medal Agent for JinkoSolar, CHASUN stands at the industry forefront, providing customers with reliable, high-efficiency solar products.
Trump dismantles the old order, while AI constructs new logic. Geopolitics builds walls, yet computing power crosses boundaries. In this era where “dismantling and reconstruction” coexist, the value of the solar industry is being redefined.
Choosing CHASUN means not only selecting quality products but also aligning with industry trends and journeying toward the energy future.
Post time: Mar-19-2026