2026 H1 PV Glass Market Analysis and Outlook — Oversupply Suppresses Prices, Pace of Cold Repair and Market Exit Determines Recovery Space [SMM Analysis]

[SMM Analysis: H1 2026 PV Glass Market Review and Outlook – Oversupply Weighs on Prices, Pace of Cold Repair-Induced Capacity Rationalization Determines Recovery Room] In H1 2026, the PV glass industry went through a full downward cycle marked by oversupply, weakening demand, prices hitting bottom, industry-wide losses, and accelerated capacity rationalization through cold repairs. China's new installations saw a phased pullback, demand dropped after the export tax rebate adjustment, and the rel