SMM Express: EVA and EPE Film Prices Stable, Boosted by Surge in Distributed PV Project Demand

๊ฒŒ์‹œ๋จ: Apr 3, 2025 13:48
ใ€SMM Expressใ€‘For EVA film, the mainstream transaction prices recently ranged from 13,300 to 13,500 yuan/mt, while EPE film prices were between 15,200 and 15,500 yuan/mt. New orders in April remained stable. Cost side, PV-grade EVA prices continued to fluctuate at highs. Demand side, driven by the domestic "rush for installations," demand for distributed PV projects significantly increased, boosting the production schedule of components. However, top-tier enterprises hold strong bargaining power, and film prices are expected to remain stable in the near term.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[ํƒœ์–‘๊ด‘: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, 5GW ๋ชฉํ‘œ๋กœ ์ˆœ๊ณ„๋Ÿ‰ ์˜ฅ์ƒ ํƒœ์–‘๊ด‘์— kWh๋‹น 0.086๋‹ฌ๋Ÿฌ ์š”๊ธˆ์ œ ๋„์ž…]
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[ํƒœ์–‘๊ด‘: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, 5GW ๋ชฉํ‘œ๋กœ ์ˆœ๊ณ„๋Ÿ‰ ์˜ฅ์ƒ ํƒœ์–‘๊ด‘์— kWh๋‹น 0.086๋‹ฌ๋Ÿฌ ์š”๊ธˆ์ œ ๋„์ž…]
๋” ๋ณด๊ธฐ
[ํƒœ์–‘๊ด‘: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, 5GW ๋ชฉํ‘œ๋กœ ์ˆœ๊ณ„๋Ÿ‰ ์˜ฅ์ƒ ํƒœ์–‘๊ด‘์— kWh๋‹น 0.086๋‹ฌ๋Ÿฌ ์š”๊ธˆ์ œ ๋„์ž…]
[ํƒœ์–‘๊ด‘: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, 5GW ๋ชฉํ‘œ๋กœ ์ˆœ๊ณ„๋Ÿ‰ ์˜ฅ์ƒ ํƒœ์–‘๊ด‘์— kWh๋‹น 0.086๋‹ฌ๋Ÿฌ ์š”๊ธˆ์ œ ๋„์ž…]
๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ ์ „๋ ฅ๋ถ€๋Š” ์ž๊ตญ ์ˆœ๊ณ„๋Ÿ‰ ์ œ๋„์— ๋”ฐ๋ผ ์ ๊ฒฉ ์˜ฅ์ƒ ํƒœ์–‘๊ด‘ ์‹œ์Šคํ…œ์˜ ์ž‰์—ฌ ์ „๋ ฅ์— ๋Œ€ํ•ด kWh๋‹น 10.50ํƒ€์นด(0.086๋‹ฌ๋Ÿฌ)์˜ ์š”๊ธˆ์„ ๋ฐœํ‘œํ–ˆ์œผ๋ฉฐ, 2030๋…„ 2์›” 28์ผ๊นŒ์ง€ 3๋…„๊ฐ„ ์œ ํšจํ•˜๋‹ค. ๋ฐฐํ„ฐ๋ฆฌ ์ €์žฅ์žฅ์น˜๋ฅผ ๊ฐ–์ถ˜ ์˜ฅ์ƒ ํƒœ์–‘๊ด‘ ์‹œ์Šคํ…œ์˜ ์ตœ๋Œ€ ๋ฐœ์ „ ๋น„์šฉ์€ kWh๋‹น 8ํƒ€์นด๋กœ ์„ค์ •๋˜์—ˆ์œผ๋ฉฐ, ์ •๋ถ€๋Š” 20%์˜ ์ด์œค๊ณผ 11.25%์˜ ํ”„๋ฆฌ๋ฏธ์—„์„ ์ถ”๊ฐ€ํ–ˆ๋‹ค. 2027๋…„ 2์›” 28์ผ๊นŒ์ง€ ์„ค์น˜๋˜์–ด 2025๋…„ ์ˆœ๊ณ„๋Ÿ‰ ์ง€์นจ์— ๋”ฐ๋ผ ์ ๊ฒฉํ•œ ์‹œ์Šคํ…œ์€ ์ธ์„ผํ‹ฐ๋ธŒ ์š”๊ธˆ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ๋‹ค. ์ •๋ถ€๋Š” ์—ฌ๋ฆ„์ฒ  ์„ฑ์ˆ˜๊ธฐ ์ˆ˜์š” ์‹œ 3GW๋ฅผ ์ดˆ๊ณผํ•˜๋Š” ์ผ์ผ ์ „๋ ฅ ๋ถ€์กฑ ๋ฌธ์ œ๋ฅผ ํ•ด๊ฒฐํ•˜๊ธฐ ์œ„ํ•ด ๋‚ด๋…„ ์—ฌ๋ฆ„๊นŒ์ง€ ์ˆœ๊ณ„๋Ÿ‰์„ ํ†ตํ•ด ์ตœ์†Œ 5GW์˜ ํƒœ์–‘๊ด‘ ์šฉ๋Ÿ‰์„ ์„ค์น˜ํ•˜๋Š” ๊ฒƒ์„ ๋ชฉํ‘œ๋กœ ํ•˜๊ณ  ์žˆ๋‹ค.
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[Solar: ํ˜ธ์ฃผ ํ”„๋ก ํ‹ฐ์–ด ์—๋„ˆ์ง€, ์„œํ˜ธ์ฃผ Waroona ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ํƒœ์–‘๊ด‘-๋ฐฐํ„ฐ๋ฆฌ ํ”„๋กœ์ ํŠธ ๊ณ„์•ฝ ์ฒด๊ฒฐ]
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[Solar: ํ˜ธ์ฃผ ํ”„๋ก ํ‹ฐ์–ด ์—๋„ˆ์ง€, ์„œํ˜ธ์ฃผ Waroona ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ํƒœ์–‘๊ด‘-๋ฐฐํ„ฐ๋ฆฌ ํ”„๋กœ์ ํŠธ ๊ณ„์•ฝ ์ฒด๊ฒฐ]
๋” ๋ณด๊ธฐ
[Solar: ํ˜ธ์ฃผ ํ”„๋ก ํ‹ฐ์–ด ์—๋„ˆ์ง€, ์„œํ˜ธ์ฃผ Waroona ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ํƒœ์–‘๊ด‘-๋ฐฐํ„ฐ๋ฆฌ ํ”„๋กœ์ ํŠธ ๊ณ„์•ฝ ์ฒด๊ฒฐ]
[Solar: ํ˜ธ์ฃผ ํ”„๋ก ํ‹ฐ์–ด ์—๋„ˆ์ง€, ์„œํ˜ธ์ฃผ Waroona ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ํƒœ์–‘๊ด‘-๋ฐฐํ„ฐ๋ฆฌ ํ”„๋กœ์ ํŠธ ๊ณ„์•ฝ ์ฒด๊ฒฐ]
ํ”„๋ก ํ‹ฐ์–ด ์—๋„ˆ์ง€๋Š” ์„œํ˜ธ์ฃผ ๋‚จ์„œ๋ถ€์— ์œ„์น˜ํ•œ ์™€๋ฃจ๋‚˜ ์žฌ์ƒ์—๋„ˆ์ง€ ํ”„๋กœ์ ํŠธ 1๋‹จ๊ณ„์˜ ๋ชจ๋“  ์ฃผ์š” ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” 132MW ๊ทœ๋ชจ์˜ ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ์‹œ์„ค๊ณผ 81.5MW/565MWh ๊ทœ๋ชจ์˜ ๋ฐฐํ„ฐ๋ฆฌ ์—๋„ˆ์ง€ ์ €์žฅ ์‹œ์Šคํ…œ์œผ๋กœ ๊ตฌ์„ฑ๋œ๋‹ค. ๋ก ์ง€๊ฐ€ 650W ๋ฐ 655W ์ •๊ฒฉ์˜ ํƒœ์–‘๊ด‘ ํŒจ๋„ 20๋งŒ ์žฅ ์ด์ƒ์„ ๊ณต๊ธ‰ํ•˜๊ณ , ํŠธ๋ฆฌ๋‚˜์†”๋ผ๊ฐ€ 20๋…„ ๋ณด์ฆ ๋ฐ ์žฅ๊ธฐ ์„œ๋น„์Šค ๊ณ„์•ฝ์— ๋”ฐ๋ผ ๋ฐฐํ„ฐ๋ฆฌ ์œ ๋‹›์„ ๊ณต๊ธ‰ํ•˜๋ฉฐ, SMA๊ฐ€ ์ธ๋ฒ„ํ„ฐ๋ฅผ ์ œ๊ณตํ•œ๋‹ค. ํ”„๋กœ์ ํŠธ ์˜ˆ์‚ฐ์€ ์•ฝ 3์–ต 1์ฒœ๋งŒ ๋‹ฌ๋Ÿฌ์ด๋ฉฐ, ์ด๋ฒˆ ๋‹ฌ์— ์ฐฉ๊ณตํ•˜์—ฌ 2028๋…„ ์ฒซ ์ „๋ ฅ ์ƒ์‚ฐ์„ ๋ชฉํ‘œ๋กœ ํ•œ๋‹ค. ํ–ฅํ›„ ํƒœ์–‘๊ด‘ 1GW ๋ฐ ์ €์žฅ ์šฉ๋Ÿ‰ 660MW ๊ทœ๋ชจ๋กœ ํ™•์žฅํ•  ๊ณ„ํš์ด๋‹ค.
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[ํƒœ์–‘๊ด‘: ๋ง๋ ˆ์ด์‹œ์•„, 2.5GW ํƒœ์–‘๊ด‘ ๋ฐ 1.25GW ์ €์žฅ์žฅ์น˜๋ฅผ ํฌํ•จํ•œ LSS6 ๊ตญ๊ฐ€ ํƒœ์–‘๊ด‘ ํ”„๋กœ๊ทธ๋žจ ์ถœ๋ฒ”]
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[ํƒœ์–‘๊ด‘: ๋ง๋ ˆ์ด์‹œ์•„, 2.5GW ํƒœ์–‘๊ด‘ ๋ฐ 1.25GW ์ €์žฅ์žฅ์น˜๋ฅผ ํฌํ•จํ•œ LSS6 ๊ตญ๊ฐ€ ํƒœ์–‘๊ด‘ ํ”„๋กœ๊ทธ๋žจ ์ถœ๋ฒ”]
๋” ๋ณด๊ธฐ
[ํƒœ์–‘๊ด‘: ๋ง๋ ˆ์ด์‹œ์•„, 2.5GW ํƒœ์–‘๊ด‘ ๋ฐ 1.25GW ์ €์žฅ์žฅ์น˜๋ฅผ ํฌํ•จํ•œ LSS6 ๊ตญ๊ฐ€ ํƒœ์–‘๊ด‘ ํ”„๋กœ๊ทธ๋žจ ์ถœ๋ฒ”]
[ํƒœ์–‘๊ด‘: ๋ง๋ ˆ์ด์‹œ์•„, 2.5GW ํƒœ์–‘๊ด‘ ๋ฐ 1.25GW ์ €์žฅ์žฅ์น˜๋ฅผ ํฌํ•จํ•œ LSS6 ๊ตญ๊ฐ€ ํƒœ์–‘๊ด‘ ํ”„๋กœ๊ทธ๋žจ ์ถœ๋ฒ”]
๋ง๋ ˆ์ด์‹œ์•„ ์—๋„ˆ์ง€์ „ํ™˜ยท์ˆ˜์ž์›์ „ํ™˜๋ถ€๋Š” 7์›”์— LSS6 ๋Œ€๊ทœ๋ชจ ํƒœ์–‘๊ด‘ ์ž…์ฐฐ์„ ์‹œ์ž‘ํ•˜์—ฌ ์ด 2,500MW์˜ ํƒœ์–‘๊ด‘ ์šฉ๋Ÿ‰๊ณผ 1,250MW์˜ ๋ฐฐํ„ฐ๋ฆฌ ์—๋„ˆ์ง€ ์ €์žฅ์žฅ์น˜๋ฅผ ๊ฒฐํ•ฉํ•˜๊ณ , ๋ถ€๋ฏธํ‘ธํ…Œ๋ผ ๊ธฐ์—…์„ ์œ„ํ•ด 150MW๋ฅผ ๋ณ„๋„ ๋ฐฐ์ •ํ–ˆ๋‹ค. ์ด๋Š” ๋ง๋ ˆ์ด์‹œ์•„ ์‚ฌ์ƒ ์ตœ๋Œ€ ๊ทœ๋ชจ์˜ ์œ ํ‹ธ๋ฆฌํ‹ฐ๊ธ‰ ํƒœ์–‘๊ด‘ ์ž…์ฐฐ์ด์ž, ํƒœ์–‘๊ด‘-ESS ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ๊ฐœ๋ฐœ์„ ์˜๋ฌดํ™”ํ•œ ์ฒซ LSS ๋ผ์šด๋“œ์ด๋‹ค. ์ด ํ”„๋กœ๊ทธ๋žจ์€ ์•ฝ 130์–ต~150์–ต ๋ง๊นƒ(์•ฝ 32์–ต~37์–ต ๋‹ฌ๋Ÿฌ)์˜ ๋ฏผ๊ฐ„ ํˆฌ์ž๋ฅผ ์œ ์น˜ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋ฉฐ, ํ”„๋กœ์ ํŠธ๋Š” ๋‹จ๊ณ„์ ์œผ๋กœ ์ค€๊ณต๋˜์–ด 2029๋…„ 12์›” 31์ผ๊นŒ์ง€ ์™„์ „ ์ƒ์—… ์šด์ „์„ ๋ชฉํ‘œ๋กœ ํ•œ๋‹ค.
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ใ€SMM Expressใ€‘For EVA film, the mainstream transaction prices recently - Shanghai Metals Market (SMM)