摩根士丹利：太阳能玻璃价格跌至现金成本线以下；产能出清仍需时间

June 17, 2025 09:18 AM GMT Greater China Materials | Asia Pacific Solar glass price drops to below cash line; capacity clearance still takes time Key Takeaways Solar glass price drops below cash cost level. Solar glass price rebounded in March and April to a high of Rmb14-14.5/sqm for 2.0mm product on better than expected demand from module producers due to rush installations before end-May. The higher supply and slipping demand put pressure on solar glass price. The reported price in June for 2.0mm is Rmb1 ...