Glass Price Raised, Cell Producer Offers Rise [SMM Silicon-based PV Morning Meeting Summary]

[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.

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