[SMM PV Express] Skyworth PV Deepens Vietnam Deployment, Localized Service System Further Upgraded

Overseas PV Markets Enter a Policy-Driven Reset After H1 Demand Pull-Forward. Export tax changes, freight volatility, raw material costs, and policy deadlines lifted China TOPCon FOB prices in Q1 before weaker demand pulled them back to $0.108-0.112/W by late June.

[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.

Recently, the Ministry of Industry and Information Technology released the "Public List of Typical Cases of Smart PV." Following recommendations by provincial-level authorities and expert evaluation, the "Zhuhai Dangan Island Zero-Carbon Demonstration Project," led by AIKO, was successfully selected for its robust technical capabilities and green development achievements. This recognition comes after the project was previously featured in the APEC Sustainable Energy Center (APSEC) report on typical scenarios and technology roadmaps, marking another national-level endorsement.