Flash | Expert Estimates PRC Solar Addition of 160GW in 2026E & 180-190GW in 2027E, vs. 317GW in 2025 CITI'S TAKE PRC solar supply chain continues to face downward pressure from oversupply-led ASP cuts. According to industry expert Ms. Peng Peng, General Secretary at China New Energy Generation Investment and Financial Alliance, PRC solar capacity additions are projected to decline to 160GW in 2026E and 180-190GW in 2027E, from 317GW in 2025. PRC solar product prices generally dropped wow this week across d ...

Key Takeaways Canadian Solar Inc. (CSIQ) continues to benefit from a strong pipeline of solar and energy storage projects. It keeps building momentum in the fast-growing battery energy storage business with its e-STORAGE platform. Headwinds for CSIQ Stock The solar market remains highly competitive, which limits pricing power and makes it harder for module price increases to fully offset higher upstream costs. Management noted that elevated feedstock costs, including silver, and the company's second-quarter ...