市场情绪消极 光伏玻璃价格承压下行

Core Viewpoint - The photovoltaic glass market is experiencing a significant price decline due to a combination of reduced demand and increased supply, with expectations of continued pressure on prices in the short term, but potential for recovery in the long term [1][2]. Group 1: Price Trends - After the May Day holiday, photovoltaic glass prices began a new downward trend, with mainstream prices for 2.0mm glass dropping to 12-13 RMB/sqm and 3.2mm glass to 21-22 RMB/sqm [1]. - The price reduction is substantial, with some transactions for 2.0mm and 3.2mm glass falling below 12 RMB/sqm and 21 RMB/sqm respectively [1]. Group 2: Supply and Demand Dynamics - The decline in photovoltaic glass prices is primarily attributed to the end of the installation rush and a noticeable decrease in terminal demand as the "430/531" deadlines pass [1]. - Supply is increasing due to the commissioning of multiple new production lines and a decrease in raw material prices, such as soda ash [1]. - Downstream component manufacturers are showing low purchasing willingness, leading to a dominant trend of price negotiation focused on reductions [2]. Group 3: Future Market Outlook - In the short term, the photovoltaic glass market is expected to remain weak due to oversupply and declining costs of raw materials like soda ash and natural gas [2]. - Despite the short-term challenges, the long-term outlook for global demand for photovoltaic glass is positive, with expectations of growth by 2025 [2]. - The introduction of new energy storage policies and the implementation of integrated solar storage projects may create structural demand growth for photovoltaic glass in the second half of the year, potentially leading to a "first drop, then rise" price trend [2].