Analyzing the market trend, industry insiders believe that the recent demand recovery boom and the expected significant increase in production scheduling are the main reasons for the stabilization and rebound of industrial chain prices. Specifically, after a brief downturn during the Spring Festival holiday, end demand is expected to increase significantly with the execution of prior orders and the prosperous recovery of overseas markets. This is expected to make the March PV module scheduling with the potential to rebound.

In fact, this year, the production of photovoltaic modules for two consecutive months also appeared downward trend. Shanghai nonferrous network data show that in February 2024, domestic PV module production or will be less than 30GW, down 20% or so compared to January. And in January 2024, the output of domestic PV modules was about 35.5GW, which has been reduced by 21.6% compared with December 2023 ring.

Although March PV module link scheduling to improve the signal is more obvious, but another trend is that the module order is still further to the head of the enterprise concentration. Some industry insiders told reporters that before the Spring Festival, there are some small and medium-sized manufacturers in advance, "closed", to reduce the scheduling of production, in addition to some of the orders of the leading manufacturers, small and medium-sized manufacturers orders less. PV component market competition pattern is changing, quality and price gradually become the industry consensus. In fact, this trend has been reflected in the major leading enterprises in the expansion plan. Leading enterprises with technology, capital, brand and other advantages, in the market to occupy a leading position, is expected to further consolidate the position in the future competition.