Solar Cell Market Review July 28

[SMM Silicon-based PV Morning Meeting Summary: Signs of Inventory Buildup in Solar Cells Emerge, Glass September New Order Quotations Raised Across the Board] Solar cell prices continued their subdued downward trend today, with overall market sentiment remaining weak. The quotation center for 210R continued to move lower, with the price range revised down to 0.303-0.313 Yuan/W; the 183 price range narrowed in tandem to 0.305-0.315 Yuan/W; 210N extended its weakening trend, with the price range revised down to 0.298-0.304 Yuan/W. All three price tiers continued to shift downward in sync, with market quotations and actual transactions for 183 and 210R still concentrated in the 0.31-0.32 Yuan/W range. Downstream module enterprises held low procurement expectations, with psychological price levels concentrated at 0.30-0.31 Yuan/W. Mainstream quotations for 210N were in the 0.3-0.31 Yuan/W range, but low prices of 0.295 Yuan/W had already emerged. Downstream wait-and-see sentiment remained strong, overall procurement volumes were insufficient, solar cell enterprises faced a dearth of new orders, and signs of inventory buildup gradually emerged. In the short term, the tug-of-war between sellers and buyers is expected to persist, and prices are likely to consolidate on a subdued note. Future price trends will need to be confirmed by substantial transaction volumes to establish bottom support.

Baru-baru ini, PLTS Luobusha Fase I berkapasitas 850 MW di Kabupaten Qusum, Tibet, yang dibangun oleh PowerChina, berhasil lolos uji terima penyelesaian, memberikan dukungan penting untuk meredakan ketegangan pasokan-permintaan listrik regional dan memperkuat benteng pasokan energi dataran tinggi. PLTS Luobusha di Kabupaten Qusum, Tibet, mencakup area sekitar 4.289,59 mu, dengan total kapasitas terpasang 850 MW. Ini merupakan gelombang pertama proyek PLTS komersial utama di Basis Energi Bersih Yazhong di Tibet dan proyek pembangkit listrik bersih PLTS terbesar di bagian tengah dan hilir Sungai Yajiang. Proyek ini dikembangkan dalam empat fase, dengan Fase I berkapasitas 200 MW dan elevasi rata-rata 4.700 meter. Chengdu Engineering Corporation di bawah PowerChina melaksanakan pembangunan stasiun penguat 220 kV, area PLTS 50 MW, jalur transmisi 20,74 km, dan perluasan gardu induk di sisi berlawanan; Sinohydro Bureau 9 melaksanakan pembangunan area ladang PLTS 150 MW, memasang total 348.000 modul PLTS, beserta 64 transformator tipe kotak dan 704 inverter.

Pada 31 Agustus, Departemen Energi AS (DOE) mengumumkan peluang pendanaan riset dan pengembangan PV luar angkasa baru dengan total hingga $12 juta. Pengumuman tersebut menyatakan tujuannya secara jelas: menurunkan biaya sel surya dan modul untuk aplikasi luar angkasa, memperluas kapasitas manufaktur domestik di AS, dan memajukan prototipe menuju validasi pihak ketiga di lingkungan luar angkasa atau dekat luar angkasa.