Xiamen, August 2025 - Recent data from sun.store's PV Index Report reveals a significant dip in European solar buyers'confidence, reflecting broader market volatility and supply chain challenges. As a leading manufacturer of aluminum solar mounting systems, Longsun Green analyzes these trends to help stakeholders navigate the evolving landscape.
Key Findings from the Report
Record-Low Confidence
The PV Purchasing Managers'Index (PMI) fell to 65 in July 2025, the lowest since the index's launch, down from 68 in June.
While still above the expansion threshold (50), the decline signals growing caution among buyers.
Seasonal Slowdown or Deeper Trend?
Krzysztof Rejek, sun.store VP of Sales, attributes part of the slump to summer slowdowns, with many merchants in "holiday mode."
However, low inventory and upstream pricing uncertainty (e.g., Chinese polysilicon production cuts) may prolong the downturn.
Module Prices Decline, but Demand Lags
N-type module prices dropped for the third consecutive month, with bifacial modules falling below €0.1/Wp for the first time since March.
Despite lower prices, buyer confidence remains subdued, suggesting non-price factors are at play.
Inverter Market Stability
Inverter prices stabilized, with hybrid inverters (<15kW) remaining the most expensive (€102.48/kW).
Deye and Huawei maintained their positions as top hybrid and string inverter brands, respectively.
Industry Challenges & Longsun's Perspective
The report highlights critical pressures on the solar supply chain:
Geopolitical Factors: U.S. protectionist policies and China's production adjustments.
Upstream Volatility: Potential price surges in polysilicon by Q4 2025, impacting downstream costs.
Brand Fluctuations: Rapid shifts in module brand preferences (e.g., Jinko overtaking Trina in July).
Longsun Green's Response:
Adaptive Supply Chain: Leveraging in-house aluminum production to mitigate material cost risks.
Focus on Durability: Highlighting corrosion-resistant, low-maintenance mounting systems as buyers prioritize long-term value.
Market Monitoring: Preparing for potential Q4 demand shifts as seasonal effects wane.
Looking Ahead
While short-term uncertainty persists, the report underscores the solar industry's resilience. Longsun Green remains committed to delivering cost-effective, high-performance mounting solutions to support Europe's energy transition.
Source from: TVTECH, By JP Casey, August 11, 2025
