The back-to-back decline points to weakening overseas demand after an earlier rush in shipments aimed at getting ahead of tariff fears.
China’s solar cell exports declined for a second consecutive month in June, extending a pullback that suggests overseas demand is cooling after buyers previously accelerated shipments to get ahead of possible tariffs. The move indicates that the earlier export surge was likely driven in part by front-loading ahead of trade risks, with the latest data signaling that momentum has weakened.