[Sinolink Electric New] PV Industry Chain Price & Profit Weekly Tracking 0729: Wafer Prices Fall Below Cost Line, Industry Meeting Developments Awaited

English summary

As of July 29, wafer prices fell this week, while other segments held steady. Recharge material RMB 32,000/ton, 182 wafer RMB 0.8/piece, TOPCon cell/module RMB 0.27/0.72 per W. Price changes: Weekly: polysilicon 0%, 183N wafer -4%, 183N cell 0%, 183N module 0%; Monthly: polysilicon -4%, 183N wafer -11%, 183N cell -7%, 183N module -3%; Annual: polysilicon -41%, 183N wafer -43%, 183N cell -29%, 183N module +3%. Main chain: Wafer prices fell; market transactions warmed slightly with lower quotes. Current prices have fallen below cash cost line, limiting further price cuts. Although overseas demand provides some support, producers have limited willingness to cut production. Whether wafer prices can stabilize and recover still depends on industry meeting developments and whether clear production curbs are introduced later. Auxiliary materials: PV glass prices held steady, module production stable, with rigid procurement and moderate stockpiling.