SMM Analysis On China September PV Glass Production And October Forecast

In September, domestic PV glass monthly production decreased again, down 12.48% MoM from August. Domestic PV glass companies further reduced operations in September, with nearly 6,000 mt/day of furnace capacity being shut down, leading to a rapid decrease in supply. In October, some domestic glass companies still plan cold repairs and shutdowns of furnaces, but due to the increased number of days in October, glass production is expected to slightly increase.