[PV Module Distributor Prices Expected to Show Upward Signal]

[SMM Silicon-based PV Morning Meeting Minutes: Glass Price Raised, Solar Cell Producers Raised Quotes] Today, quotes in the solar cell market were generally raised, expectations for price hikes heated up, and multiple producers raised their quotes. The quotation range for 183 cells was 0.27-0.275 yuan/W, and those for 210N and 210R were raised to 0.26-0.265 yuan/W. However, downstream module procurement follow-up was weak, with a clear divergence between offer prices and actual transactions, and high prices have not yet been confirmed by actual orders. The market outlook will depend on downstream order performance. If high-priced deals are concluded, there is upside room for prices; if orders are insufficient, quotes may pull back again.

Recently, the Jiangsu Provincial Department of Industry and Information Technology issued the Public Notice on the Proposed List of Advanced-Level Smart Factories in Jiangsu Province for 2026, in which Hongyuan Solar Energy (Wuxi) Co., Ltd. (hereinafter referred to as "Hongyuan Green Energy Jiangyin Base") was successfully selected. Following its recognition as a Jiangsu Provincial Green Factory, the Jiangyin Base has once again received authoritative provincial-level endorsement, marking new breakthroughs in smart manufacturing, digital transformation, and green manufacturing, and injecting new momentum into cultivating new quality productive forces in the new energy industry and promoting high-quality development of manufacturing.