Module scheduled production in November decreased slightly MoM, and its mainstream transaction center remained stable recently. [SMM Silicon-Based PV Morning Meeting Minutes]
[SMM Silicon-Based PV Morning Meeting Minutes: Module Scheduled Production Slightly Decreased MoM in November, Mainstream Transaction Center Remained Stable Recently] Last week, domestic module prices remained generally stable. Local 600-620W modules experienced slight price declines due to shipment competition, but the mainstream transaction center of the overall market remained stable. By module type, demand for 210 modules has recently decreased, and tight supply, especially for high-power modules in the domestic market, has eased. Recently, domestic dealers and end-users have appropriately entered the market to purchase 210R modules, and transactions increased compared to early November. Overseas centralized purchases of 183 modules have basically ended, and the impact of export tax rebates has also diminished, resulting in relatively high inventory pressure. Currently, distributed Topcon 183, 210R, and 210N high-efficiency modules are quoted at 0.668 yuan/W, 0.684 yuan/W, and 0.674 yuan/W, respectively, while centralized Topcon 182/183 and 210N high-efficiency modules are quoted at 0.665 yuan/W and 0.685 yuan/W, respectively.
