Bidding Launched for Shenhua Baotou Coal-to-Olefin Upgrade Project with 17.15 Billion Yuan Investment

According to the survey, three top-tier wafer enterprises are jointly holding prices firm. SMM’s specific quotations are as follows: 183mm: 0.88-0.9 yuan/piece 210R: 0.98-1.0 yuan/piece 210N: 1.18-1.2 yuan/piece As of now, the lowest prices implemented by the three enterprises are within the quotation range. SMM analysis indicates that although current wafer selling prices are above cash costs, they will later face pressure from both polysilicon and cell ends, and whether wafers can maintain current prices depends on the determination of top-tier players. Quality and price assurance is becoming a key focus across the entire industry. It is worth noting that using low-quality, low-priced wafers will not only visibly cause module power output to fall below expectations, but more importantly, it will lead to hidden risks such as first-year light-induced degradation (LID) and accelerated aging.

Recently, the film industry has exhibited a triple characteristic: "technology upgrade + raw material localisation + industry consolidation." Differentiated technologies such as light-conversion films and functional fillers have become the breakout direction for enterprises; POE localisation is expected to improve the cost structure of film enterprises; meanwhile, the market exit continues, and outdated capacity is being eliminated at an accelerated pace.

Customs data show that China's cumulative PV product exports from January to April 2026 were up about 43% YoY, as foreign demand remained strong despite the cancellation of export tax rebates for PV products from April 1. Especially in the Southeast Asian market, in April this year, monthly module exports were up 267% YoY. Industry insiders believe that global new PV installations will remain above 500 GW in 2026, and that, while seizing the global new energy transition, China's PV enterprises are accelerating technological upgrades and structural optimization to achieve a shift from scale expansion to quality and efficiency improvement.