硅业分会：国庆和中秋节前终端备货需求对市场形成一定支撑 短期看光伏玻璃价格有望持稳运行

Group 1 - The core viewpoint indicates that the photovoltaic glass market is experiencing price fluctuations influenced by supply and demand dynamics, with short-term stability expected due to pre-holiday inventory demand [1] - In the short term (1 month), the demand for inventory before the National Day and Mid-Autumn Festival is expected to support the market, leading to stable photovoltaic glass prices [1] - In the medium term (2 months to year-end), if the traditional peak season for photovoltaic installations in Q4 is maintained, prices may remain stable; however, if demand weakens and production capacity is released, there could be significant downward pressure on prices [1] Group 2 - Since the second half of 2024, photovoltaic glass prices have been declining, falling below the industry's breakeven cost, resulting in increased losses for companies [2] - Following the implementation of anti-involution policies and voluntary capacity reduction in the industry, along with increased procurement inquiries from downstream component companies, the photovoltaic glass market has shown signs of recovery since August [2] - As of this week, the mainstream price for 2.0mm photovoltaic glass is 12-13 yuan per square meter, and for 3.2mm glass, it is 20-21 yuan per square meter, reflecting significant increases of 28.2% and 15.5% respectively compared to late July prices [2]