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SMM News on April 10:
Solar Cell
Prices
The price of high-efficiency PERC182 solar cells (with an efficiency of 23.2% and above) was 0.31-0.32 yuan/W, with fewer orders; the PERC210 cell market had no trading volume.
The price of Topcon183 and Topcon210 solar cells (with an efficiency of 25% and above) was around 0.30 yuan/W; the price of Topcon210RN solar cells was 0.33-0.34 yuan/W. Downstream module manufacturers began to drive down prices, and the battery prices have recently loosened.
HJT direct sales were few, and integrated manufacturers were self-sufficient.
Production
The planned production of PV cells in April reached 63-64 GW, up more than 13% MoM. The production of Topcon210R and 210N cells increased by more than 36% MoM, and some production lines were still ramping up.
Inventory
Battery inventories rose, with few new orders, mainly relying on the delivery of existing orders.
Module
Prices
In the current module market, the mainstream transaction price of N-type 182mm for centralized projects was 0.728-0.751 yuan/W, with an average price drop of 0.03 yuan/W, and the mainstream transaction price of N-type 210mm was 0.743-0.766 yuan/W, with an average price drop of 0.016 yuan/W. The price of TOPCon distributed 182mm modules was 0.757-0.771 yuan/W, and the price drop of centralized project modules exceeded that of distributed projects.
Production
The planned module production in April is expected to exceed 60 GW, and a significant production cut is anticipated in early May.
Inventory
Before the 5.31 period, the number of module orders for spot delivery increased significantly, and domestic finished product inventories declined rapidly.
PV Film
Prices:
PV-grade EVA/POE:
The current price of PV-grade EVA was 11,550-11,950 yuan/mt. The transaction price of PV-grade POE was 12,000-14,000 yuan/mt.
PV Film:
The current mainstream price of 420g transparent EVA film was 5.46-5.67 yuan/m², the price of 420g white EVA film was 5.96-6.17 yuan/m², the price of 380g EPE film was 5.79-5.89 yuan/m², and the price of 380g POE film was 6.84-7.22 yuan/m².
Production
The planned production of PV-grade EVA in April increased by 8.22% MoM, and the planned production of PV film increased by 9.07% MoM.
Inventory
Currently, petrochemical plant inventories are low, module production is rising, supply is tight, and demand is increasing. Inventories are expected to remain at a low level.
Prices
3.2mm single-layer coating: The quoted price of 3.2mm single-layer coated PV glass was 22.0-23.5 yuan/m², and the transaction price dropped back slightly.
3.2mm double-layer coating: The quoted price of 3.2mm double-layer coated PV glass was 23.0-24.5 yuan/m², and the transaction price dropped back slightly.
2.0mm single-layer coating: The quoted price of 2.0mm single-layer coated PV glass was 13.5-14.5 yuan/m².
2.0mm double-layer coating: The quoted price of 2.0mm double-layer coated PV glass was 14.5-15.5 yuan/m².
Production
This week, a 1,200 mt/day kiln in Guangxi resumed production, and the domestic daily melting capacity rose again. Although the number of production days in April decreased, the previously resumed kilns and some new capacities slightly increased, and production still showed an increase.
Inventory
Glass inventory levels declined, and module companies began purchasing this week, with trading volume continuing to increase.
