[SMM Weekly Review] Installation Rush Nears Its End, EVA Prices May Face Downward Pressure

Published: Apr 25, 2025 10:40

Save

SMM Weekly Review: Installation Rush Nears End, EVA Prices May Face Downward Pressure. This week, PV-grade EVA prices ranged from 11,550 to 11,950 yuan/mt, with transaction pace slowing down. The mainstream transaction prices for EVA film were 13,300 to 13,500 yuan/mt, and for EPE film, 15,200 to 15,500 yuan/mt, with prices remaining stable.

SMM April 25 News:

EVA: This week, PV-grade EVA prices remained at 11,550-11,950 yuan/mt, with a slowdown in transaction pace and a strong market sentiment of wait-and-see, showing a volatile trend. Foam-grade and cable-grade EVA prices fell by 100 yuan/mt WoW. On the supply side, some petrochemical companies shifted production to PV-grade EVA, and spot supply gradually recovered. On the demand side, the installation rush is nearing its end, and the new order prices for film in May are expected to decline. With supply recovering and demand contracting, EVA prices are expected to show a downward trend in the later period.

Film: The mainstream price range for EVA film was 13,300-13,500 yuan/mt, and the price range for EPE film was 15,200-15,500 yuan/mt, with prices remaining stable. On the demand side, module prices showed a downward trend, and the installation rush is nearing its end, with demand gradually slowing down. The new order prices for film in May are expected to decline, and the cost side of PV-grade EVA prices is also expected to decline, providing cost support for the downward trend in film prices.

POE: Domestic delivery-to-factory prices for POE remained stable at 12,000-14,000 yuan/mt, with prices temporarily steady. Although some petrochemical plants are undergoing maintenance, under the dual impact of weakening installation rush demand and the release of new capacity, PV-grade POE prices are expected to be under pressure.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

27 mins ago

PV frame demand underpins steady operations; short-term aluminum prices consolidate on a strong note [SMM Analysis]

27 mins ago

5 hours ago

Silver Consolidated in an N-Shape and Closed Flat This Week, as Geopolitics and Rate Hike Expectations Waged a Tug-of-War [SMM Silver Weekly Review]

[SMM Silver Weekly Review: Silver N-shaped consolidation ended flat this week amid repeated tug-of-war between geopolitical and interest rate hike expectations] Silver prices showed an N-shaped trend this week. At the start of the week, ceasefire expectations pushed prices up. Subsequently, the hawkish US Fed held rates steady, combined with repeated Middle East tensions, and silver prices consolidated to close at 14,286 yuan/kg. Spot silver supply and demand were both weak, and transactions remained at parity. On the inventory front, total social inventory accumulated to 3,658 mt, while ETF open interest edged down. Short-term, it is expected to move sideways with a downward bias.

5 hours ago

7 hours ago

[Solar: LONGi partners with DHL to develop global solar and storage projects]

LONGi has signed a strategic MoU with DHL Group to jointly develop global solar and energy storage markets. The partnership combines LONGi’s high-efficiency PV, BESS and green hydrogen technologies with DHL’s global logistics network to support decarbonization of logistics infrastructure. LONGi will deploy BIPV across DHL’s logistics parks and office facilities in Europe, while the two companies will jointly develop integrated PV-plus-storage solutions for logistics hubs.

7 hours ago