Report Industry Investment Rating No relevant content provided. Core View of the Report - Short - term prices of photovoltaic glass may show an upward trend due to continuous good shipments and low industry inventory, and the industry has an expectation of turning losses into profits in the future [2][7] Summary by Related Catalogs 1. Photovoltaic Glass Weekly Outlook - Supply: Due to large downstream purchases and shortages of certain specifications, many enterprises resumed previously blocked kilns last week, increasing industry supply with two kilns restored [7][10] - Demand: The domestic photovoltaic glass market shipments were continuously good last week, with large downstream purchases and shortages of certain specifications. There is a shortage of 1297mm wide - format glass, and the industry pays a premium to buy this format [7][21] - Inventory: With continuous good shipments, many enterprises were still reducing inventory last week. The overall industry inventory was at a normal level, providing a basis for price increases [7][24] 2. Overview of Domestic Photovoltaic Glass Industry Chain Data 2.1 Photovoltaic Glass Spot Price - As of August 29, the mainstream price of 2.0mm coated (panel) domestic photovoltaic glass was 11 yuan/square meter, unchanged from the previous week; the mainstream price of 3.2mm coated glass was 18 yuan/square meter, also unchanged from the previous week. In August, the price was boosted by an industry internal meeting [8] 2.2 Supply - side - Due to large downstream purchases and shortages of certain specifications, many enterprises resumed previously blocked kilns last week, increasing market supply with two kilns restored [10] 2.3 Demand - side - The domestic photovoltaic glass market shipments were continuously good last week, with large downstream purchases and shortages of certain specifications. There is a shortage of 1297mm wide - format glass, and the industry pays a premium to buy this format [21] 2.4 Inventory - side - With continuous good shipments, many enterprises were still reducing inventory last week. The overall industry inventory was at a normal level, providing a basis for price increases [24] 2.5 Cost - profit side - Currently, the overall industry price is on an upward trend, and the industry has an expectation of turning losses into profits in the future [27] 2.6 Trade - side - From January to June 2025, China's photovoltaic glass export volume increased by 9.7% compared with the same period in 2024 [34]
出货持续向好，短期光伏玻璃价格或呈上涨态势
Dong Zheng Qi Huo·2025-09-01 11:10