[SMM PV News] AS perpanjang pengecualian tarif manufaktur surya

[SMM Weekly Review: Wafer and Solar Cell Prices Continue to Edge Down, Glass Production Cuts Support Price Increases] This week, the overall solar cell market remained subdued, with prices across all sizes generally edging down. Price divergence between upstream and downstream intensified, coupled with early signs of inventory buildup in futures, pushing the market into a phase of consolidation on a subdued note amid tug-of-war dynamics. This week, TOPCon prices across all sizes declined in tandem, with the overall market under pressure. The 210R price range was adjusted to 0.298-0.306 Yuan/W, 183 to 0.298-0.305 Yuan/W, and 210N down to 0.295-0.301 Yuan/W. Currently, mainstream quotations from solar cell plants are concentrated at 0.3-0.31 Yuan/W, but downstream module manufacturers are strongly pushing for lower prices, with procurement expectations continuing to decline and significant resistance to high-price transactions in the market. At this stage, orders below 0.3 Yuan/W generally face cash loss pressure, and solar cell plants are reluctant to take orders. The tug-of-war between upstream and downstream is evident, with overall sluggish transactions. Prices are expected to maintain a subdued consolidation pattern in the short term.

Harga modul distribusi masih bervariasi hari ini, dengan beberapa produsen modul khusus terus mengambil pesanan dengan harga rendah, sementara produsen terintegrasi terkemuka sebagian besar mempertahankan penawaran mereka karena tekanan biaya. Dalam jangka pendek, perusahaan hulu dan hilir diperkirakan akan terus melakukan tawar-menawar harga, dengan tren keseluruhan menunjukkan sedikit stabilisasi. Hari ini, harga modul 210R distribusi berada di 0,714-0,726 yuan/W, untuk sementara stabil.

Harga kaca China tetap stabil sementara hari ini, dengan perusahaan-perusahaan bernegosiasi dengan produsen modul hilir berdasarkan hasil penetapan harga yang ditetapkan pada awal bulan. Pusat harga untuk transaksi kaca yang telah diselesaikan sejauh ini adalah 10-10,3 yuan/m², sementara produsen modul terkemuka masih melakukan tawar-menawar, dengan ekspektasi tingkat harga psikologis di bawah 10 yuan/m².