Wafer Top-Tier Player Production Cut Plan Adjustment, Solar Cell Industry Inventory Buildup Continues [SMM Silicon-Based PV Morning Meeting Minutes]
[SMM Silicon-Based PV Morning Meeting Summary: Wafer Top-Tier Player's Production Cut Plan Adjustment, Solar Cell Industry Inventory Buildup Continues]
Wafers: According to the latest SMM survey, a top-tier player adjusted its production cut plan, with actual output flat MoM from June. Additionally, integrated enterprises also ramped up production, and the total volume and distribution ratios of external toll processing were adjusted. Overall, July was down about 2% MoM from June.
Solar cells: This week, the industry's total inventory rose again WoW, and the market continued to be in a state of inventory buildup, with producers' shipment pressure further intensifying.