Cell Production Schedule Fell More than Expected, Module Inventory Edged Down [SMM Silicon-Based PV Morning Briefing]
[SMM Silicon-based PV Morning Meeting Minutes: Cell Production Schedule Fell Below Expectations, Module Inventory Edges Down] The transaction price ranges for various Topcon sizes remained stable, with 183N and 210R operating steadily at 0.265-0.27 Yuan/W. At this stage, the market's momentum for continuously selling goods at low prices has noticeably weakened. Combined with some producers releasing production cut plans, enterprises' willingness to actively dump goods at low prices has narrowed somewhat. Futures have entered a phase of weak stabilization in the short term. However, end-use demand has not shown substantial improvement, downstream procurement remains predominantly wait-and-see, and the market still allows for discussions on a small number of actual orders at low prices. The supply-demand pressure pattern in the industry has not been fully resolved.