PV EVA Supply Is Plentiful And PV Film Orders Drop  

Currently, the listed and quoted prices for PV-grade EVA in the market are relatively high. However, the actual transaction price for EVA this week has dropped to a range of 14,000 to 14,300 yuan/mt. Most of the market inquiries are coming from traders, while PV film factories are taking a wait-and-see approach. Prices for PV films, particularly those related to EVA, have been decreasing this month. The price for 460-gram EVA film ranges from 8.74-9.25 yuan/square meter, and the price for 440-gram EPE film is between 10.25-11 yuan/square meter. The price of POE film remains the same.

In October, domestic production of PV-grade EVA is around 110,000 mt. Several petrochemical factories have recently started producing photovoltaic materials, so supply is plentiful. However, demand from downstream is weak, causing the market to adopt a wait-and-see approach.

For films, orders in October for several factories have dropped MoM. This is mainly due to production cuts in PV module factories and uncertain orders from some small and medium-sized PV module factories, resulting in a cautious production plan. Therefore, the orders that film factories currently receive have a risk of further price reductions. As a result, some expected orders for October haven't fully entered the market yet.