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8月光伏玻璃报价上调,"反内卷"下价格触底反弹可期
Jin Rong Jie·2025-08-05 04:43

Core Viewpoint - The price of 2.0mm single-layer coated photovoltaic glass has been slightly adjusted upwards, with current quotes ranging from 10.5 to 11.0 yuan per square meter, and some leading companies quoting above 11 yuan per square meter, indicating a potential price rebound in the photovoltaic glass market [1] Industry Summary - As of August 4, the price of 2.0mm single-layer coated photovoltaic glass is reported to be between 10.5 and 11.0 yuan per square meter, with leading companies consistently quoting above 11 yuan per square meter, and some companies with strong order backlogs quoting as high as 11.5 yuan per square meter [1] - The Ministry of Industry and Information Technology held a meeting on July 31 to discuss the photovoltaic glass industry, resulting in a price adjustment to 11 yuan per square meter for new orders in August, with companies previously quoting below this price required to withdraw and re-quote [1] - The industry is experiencing a trend of production reduction, 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] - The industry is expected to continue implementing cold repair plans, leading to a reduction in inventory levels and a potential rebound in photovoltaic glass prices as capacity is cleared [1]