[SMM Silicon-Based PV Morning Meeting Summary: Polysilicon Prices Remained Slightly Weak, While Module Prices Were Overtly Stable but Softened in Practice] Over the weekend, N-type recharging polysilicon was quoted at 39.5-47.5 yuan/kg, the N-type polysilicon price index stood at 43.64 yuan/kg, and granular polysilicon was quoted at 40-43 yuan/kg. Polysilicon prices still appeared slightly weak over the weekend, with reports of some transactions concluded at low prices. Bearish sentiment among upstream and downstream enterprises persisted, and prices were expected to remain weak.

[SMM Silicon-Based PV Morning Meeting Summary: Module Prices Have Softened Somewhat, While Polysilicon Prices Remain Temporarily Stable] Recently, transaction prices for modules in China have softened somewhat. As demand outside China declines and domestic projects are at the point of being about to start, module enterprises have shown differing attitudes in their quotations. Some enterprises have begun offering concessions in advance to take orders, and distributors have also recently started shipments at low prices, thereby leading to a decline in the market transaction price center. At present, quoted prices for distributed Topcon183, 210R, and 210N high-efficiency modules are 0.752 Yuan/W, 0.767 Yuan/W, and 0.77 Yuan/W, respectively, while quoted prices for centralized Topcon182/183 and 210N high-efficiency modules are 0.727 Yuan/W and 0747 Yuan/W, respectively.

3.2mm coating: the price of 3.2mm coated photovoltaic glass was 24.8-25.5 yuan/square meter as of last Friday, and the price was temporarily stable.

The price of 3.2mm coated photovoltaic glass is 26.5-28.0 yuan/square meter.

The price of photovoltaic glass was adjusted last week. As of June 16, the SMM quotations of photovoltaic glass were as follows: 3.2 mm photovoltaic glass at 25.5-26.5 yuan/m2, 2.0 mm photovoltaic glass at 17.8-19.0 yuan/m2, and 2.0 mm photovoltaic glass prices fell slightly.

Currently, the domestic prices for photovoltaic glass are increasing.

Last week was the traditional price negotiation period for new orders. The price of photovoltaic glass stabilized. The price of 2.0mm single-layer coated glass is 15.8-16.5 yuan/square meter, and the price of 3.2mm single-layer coated glass is 25.5-26.0 yuan/square meter.

The price of photovoltaic glass has increased slightly this week. As of now, the price of 2.0mm single-layer coated glass is 15.8-16.5 yuan/square meter, and the price of 3.2mm single-layer coated glass is 25.5-26.0 yuan/square meter, the mainstream transaction prices are 16.0 and 25.5 yuan/square meter respectively, and the price of 2.0mm products increased slightly. Recently, as purchasing volume increased significantly in March, glass inventories have been digested quickly. Glass companies have also appropriately increased product quotations, and the market transaction price has increased.

SHANGHAI, Aug 21 (SMM) – As of mid-August, photovoltaic (PV）glass prices have seen frequent changes this month. Currently, the prices for 3.2mm and 2.0mm photovoltaic glass are 25.0-26.0 yuan/square meter and 17.0-18.0 yuan/square meter respectively, marking increases of 0.35 yuan/square meter and 0.50 yuan/square meter from July.

According to SMM’s understanding, the ultra-thin and high-transparency photovoltaic glass manufacturing project of Hoshine obtained approvals yesterday. With an annual capacity of 1.5 million mt, the total daily melting capacity of the project is 4,400t/d (2*1,000t/d+2*1,200t/d).