光伏玻璃价格后市走势浅析

Group 1 - The photovoltaic industry experienced a surge in demand due to the "430" and "531" policies, leading to a recovery in the photovoltaic glass sector and a notable increase in prices [1] - Starting from June, the demand for photovoltaic glass weakened as the rush for installation ended, resulting in inventory accumulation and price declines [1] - Despite leading companies initiating production cuts, the overall reduction in photovoltaic glass production has been limited, not reaching the targeted 30% reduction, while inventory levels remain high [1] Group 2 - The prices of photovoltaic glass have significantly decreased, with 2.0mm and 3.2mm glass prices halving from their peaks of 32 yuan/m² and 40 yuan/m² respectively [2] - The current inventory levels in the glass industry are approximately 3-4 weeks, which may hinder price recovery if demand continues to decline [2] - If demand improves and production cut targets are met, there is potential for price increases in photovoltaic glass, especially if prices in upstream segments like silicon materials rise [2]