Wafer Trends Diverge, Solar Cells Pull Back Under Pressure, Film Stagnant and Wait-and-See [SMM Silicon PV Morning Meeting Minutes]
[SMM PV Silicon Morning Meeting Summary: Wafer Price Trends Diverge, Solar Cells Under Pressure with Pull Back, Film Stagnant with Wait-and-See Sentiment] Wafers: Prices clearly diverge; the 183 spec remains supported by outside China demand, while 210R and 210N see a periodic pull back. Enterprises accelerate shifting production to 183 spec and even convert 210 rods to alleviate shortages, but overall production still exceeds demand, raising inventory pressure for leading enterprises. Solar cells: Price centers move downward across all sizes, export destocking slows down, traders' purchases weaken, downstream wait-and-see sentiment intensifies, and near-term pressure is evident.