1. Market analysis: The output of modules increased, and the market stopped falling and rose
. As of August 25, the national average price of 3.2mm photovoltaic glass was 25.83 yuan/㎡, and the average price of 2.0mm photovoltaic glass was 18.15 yuan/㎡. Recently, the operating rate of PV module manufacturers is on the high side, and with the high production schedule at the module end, the demand for PV glass is driven. Photovoltaic Figure 1: National PV Glass Price Trend (yuan/㎡)
Data Source: Digital New Energy
from 17 Sample Provinces and Cities In terms of the price of PV glass, Guangdong Province rose sharply by 5.88% in March, while Shanxi and Ningxia both rose by 4.00%. 3. The market in Hebei, Hunan and Sichuan remained unchanged, while Henan Province fell against the trend, with a decline of 2. See Figure 2 for details.
Figure 2: Month-on-month price change of 3.2mm PV glass in 17 provinces and cities across China (%)
Data source: Digital New Energy
2. Guangdong and Ningxia had the largest month-on-month increase in the month, reaching 5. Prices in Hebei and Chongqing were stable. See Figure 3 for details.
Figure 3: Month-on-month change of 2.0mm PV glass price in 17 provinces and cities in China (%)
Figure 4: Newly installed
PV capacity Data source: Digital New Energy
By the end of August, module prices fell to around 1.24 yuan, with 182 and 210 falling by 7.14% and 6% respectively. But the decline narrowed.
Figure 5: PV module prices continue to fall (yuan/W)
At present, there are many photovoltaic glass projects to be built, but the industry is affected by the policy, and the ignition enthusiasm of enterprises is general.
Table 1: Statistics
of PV Glass Production Line Commissioning Projects in August Table 2: Statistics
of Proposed PV Glass Production Line Projects in August 
On August 28, the No.2 kiln was successfully ignited and the ignition ceremony was held in Shangrao City, Jiangxi Province. A
few days ago, the Hebei Provincial Office of Industry and Information Technology issued the Announcement on the Solar Photovoltaic Cell Packaging Material Project of Qinhuangdao North Glass Co., Ltd.
The announcement shows that the solar photovoltaic cell packaging material project (1200 tons/day ultra-white calendered photovoltaic aluminosilicate glass production line) built by Qinhuangdao North Glass Co., Ltd. has entered the stage of project publicity. The construction site of the project is located at North Zhejiang Road/West Changchun Road (intersection), Shanhaiguan District, Qinhuangdao City. The production specification is Line 1 and Line 5. The production line is divided into Line 1 and Line 2. The design capacity of each production line is 1200 tons per day. The planned ignition and commissioning time is September 2025.
4. Market forecast for this month: The market continues to improve
. With the end of the overseas summer break, the overseas PV market demand is growing, and the PV glass market is expected to improve. Affected by policies, the supply of photovoltaic glass has been tightened, and there is no high inventory pressure in the short term. It is expected that the number of ignition and production projects will increase in September. In terms of price, driven by the downstream market, it is expected that the price of photovoltaic glass will still have some room for growth.
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