reporter recent field research was informed that the price of photovoltaic modules ushered in a significant rise. Jingke Energy, Longji Green Energy, Tianhe Solar Energy, Jingao Technology and other head manufacturers have successively raised product quotations, mainstream component prices from the previous low generally increased by 15% to 20%, some high-power products rose by 50%. In this regard, Shanghai non-ferrous network photovoltaic module analyst Zheng Tianhong analysis, this round of module price increases is the cost of rigid rise and policy window catalytic superposition results, silver price surge is the core underlying reason, export tax rebate policy adjustment is an important trigger point. According to the announcement issued by the Ministry of Finance and the State Administration of Taxation, starting from April 1, 2026, the VAT export tax rebate for photovoltaic and other products will be canceled. A number of interviewees believe that after the implementation of the policy, the industry may usher in a period of profit repair, which will shift from low-cost internal rolling to value competition in technology, brand and service.