8月以来光伏玻璃市场行情变化及未来价格走势浅析

Core Viewpoint - The photovoltaic glass market has shown signs of recovery since August, with prices rebounding after a prolonged decline, driven by increased demand and reduced supply [1][2]. Group 1: Price Trends - As of this week, the price of 2.0mm photovoltaic glass is quoted at 10-11 yuan per square meter, an increase of 7.79% compared to the end of July. The mainstream transaction price for 3.2mm photovoltaic glass is 18-19 yuan per square meter, up 4.23% from the end of July [1]. - The increase in photovoltaic glass prices is attributed to several factors, including increased purchasing by downstream component companies, a slight reduction in inventory, and price increases across various segments of the photovoltaic industry [1]. Group 2: Supply and Demand Dynamics - Since July, leading companies like Fuyao have successfully implemented production cuts, reducing the operating capacity from nearly 100,000 tons per day to 85,000 tons per day [2]. - The Central Financial Committee's sixth meeting in July emphasized the need to regulate low-price competition and promote the exit of outdated production capacity, which is expected to support the recovery of the photovoltaic glass market [2]. - Despite the positive trends, terminal demand has not fully recovered, and international trade barriers may introduce uncertainties in the photovoltaic glass market, leading to anticipated fluctuations in the future [2].