Wafer Prices Remain Stable, Solar Cell Prices Adjust Downward [SMM Silicon-Based PV Morning Meeting Summary]

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SMM April 15 News:

Wafer

Prices: The market price for N-type 18X wafers is 1.25-1.25 yuan/piece; the price for 210R model wafers is 1.5-1.5 yuan/piece. Wafer prices remain stable, and the market is gradually cooling down, with long-term expectations being weak.

Production: There were no significant changes in the wafer production schedule for April, with normal production in the Sichuan-Yunnan region. The expected wafer production for April is 58-59GW.

Inventory: Wafer inventory dropped back slightly this week, mainly affected by demand. The battery production schedule in April exceeded that of wafers, and further destocking is expected.

Solar Cell

Prices: The price for high-efficiency PERC182 cells (23.2% and above efficiency) is 0.31-0.32 yuan/W; there is no trading volume for PERC210 cells in the market. The price for Topcon183 and Topcon210 cells (25% and above efficiency) is around 0.295-0.305 yuan/W, with a slight decline; the price for Topcon210RN cells is 0.29-0.30 yuan/W, with a price drop of over 12%. Battery prices pulled back. HJT direct sales are limited, with integrated manufacturers being self-sufficient.

Production: The planned production of PV cells in April reached 63-64GW, up over 13% MoM. The production of Topcon210R and 210N cells increased by over 36% MoM, with ample supply of large-sized cells. The operating rate is expected to decline in May.

Inventory: Batteries entered the inventory buildup stage.

PV Film

Prices

PV-grade EVA: The transaction price for PV-grade EVA is 11,550-11,950 yuan/mt. The domestic settlement price for PV-grade POE is around 12,000-14,000 yuan/mt.

PV Film: The current mainstream price for 420g transparent EVA film is 5.54-5.67 yuan/m², for 420g white EVA film is 6.04-6.17 yuan/m², for 380g EPE film is 5.79-5.89 yuan/m², and for 380g POE film is 6.84-7.22 yuan/m².

Production: The production schedule for PV-grade EVA increased by 8.22% MoM, and the production schedule for PV film increased by 9.07% MoM.

Inventory: Some transactions occurred recently for PV-grade EVA, and due to the installation rush and increased production of modules, there is a significant increase in demand, with inventory expected to remain at a low level.