SMM Analysis Of PV Glass In July And Forecast For August

[SMM Silicon-Based PV Morning Meeting Summary] Polysilicon: N-type recharging polysilicon was quoted at 33-35.7 yuan/kg. Polysilicon prices remained generally weak, with sluggish market transactions. Previous order signing had concluded, and the current focus was primarily on shipments, with market participants watching for subsequent policy developments. Wafer: Market prices for 18X wafers were 0.88-0.9 yuan/piece, 210RN wafers were priced at 0.98-1.00 yuan/piece, and 210N wafers were priced at 1.18-1.2 yuan/piece. Top-tier players continued to hold prices, and improving quality to justify price increases had become the most pressing task in the wafer segment.

[SMM PV Flash News: SEG Solar's Third Manufacturing Facility Bringing Annual Manufacturing Capacity to 10.6 GW] SEG Solar, a US-based solar module manufacturer, has announced plans to build its third US module manufacturing facility in Texas, with an annual production capacity of 4.6GW, bringing the company's planned total capacity to 10.6GW. SMM believes that SEG Solar's continued capacity buildout aims to deepen US localization not just at the module assembly level, but progressively upstream as well, as SEG has already initiated planning for an ingot and wafer facility in Indonesia. That said, near-term supply chain resilience will therefore likely continue to depend on a hybrid model combining domestic module capacity with strategically diversified upstream sourcing outside China.

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