[SMM PV] July Film Price Negotiations Gradually Kick Off, Price Under Pressure With Strengthened Downward Expectations

PV film price negotiations for July are about to conclude early next week, with market expectations pointing to further price declines. According to SMM analysis, the weakening of EVA prices this month and the ongoing compression of film processing fees by downstream module producers are the main driving factors, coupled with a pullback in international oil prices recently, which has triggered bearish expectations for upstream raw materials. This has further squeezed the bargaining room for film pricing.

However, upstream EVA producers have remained relatively "desensitized" to short-term cost fluctuations, with their pricing strategies focusing more on the supply-demand relationship in the market. Whether EVA prices can stabilize in the future will depend on variables such as the pace of module scheduled production increases and supply-side unit maintenance. The final outcome of this round of price negotiations and the subsequent developments on the EVA side warrant close market attention.