Xuan Gu Bao·2025-08-04 14:49Industry Insights - As of August 4, the price of 2.0mm single-layer coated photovoltaic glass is quoted at 10.5-11.0 yuan per square meter, showing a slight increase from the previous week [1] - Leading companies have set their prices consistently above 11 yuan per square meter, with some firms reporting prices as high as 11.5 yuan per square meter due to strong order volumes [1] - The Ministry of Industry and Information Technology held a meeting on July 31, raising the new order price for photovoltaic glass to 11 yuan per square meter, prompting companies with lower prices to revise their quotes [1] - The industry is experiencing a trend of production cuts, with the cumulative cold repair capacity of domestic photovoltaic glass reaching 7,750 tons per day, and effective capacity dropping below 90,000 tons per day [1] - It is anticipated that as the industry continues to implement cold repair plans, inventory levels will decrease, leading to a potential rebound in photovoltaic glass prices [1] Company Highlights - Yamaton is recognized as a leader in domestic photovoltaic coated glass and large-sized ultra-thin photovoltaic glass products, maintaining a strong position in R&D and technological innovation within the industry [2] - Qibin Group is projected to achieve a 68.6% year-on-year increase in photovoltaic glass revenue to 5.75 billion yuan in 2024, with production capacity expected to rise to 10,600 tons per day following the commissioning of new lines [2] - The company anticipates a 124% increase in sales volume to 435 million square meters in 2024, driven by enhanced production capacity [2]