According to the TrendForce Jibang Consulting Report, the production schedule of silicon wafer manufacturers rose slightly to the 50-51GW range in March. Specialized production scheduling strategies are relatively cautious, but recent feedback suggests that some Tier 1 specialized manufacturers chose strategic unbundling to continue the early high-schedule production choices. On the demand side, demand for batteries is strong, stimulated by a small peak in rush to install, but the demand structure has changed, and incremental demand is concentrated on 210RN specifications, which has led to a strong rise in the price of 210RN silicon wafers recently. Prices for 182-210mm Topcon components for centralized and distributed projects in China picked up strongly this week. The average centralized price has returned to 0.69 yuan/W, and the distributed average price has risen to 0.71 yuan/W. Double-sided M10-TopCon: the leading manufacturer's pricing range is in the 0.66-0.76 yuan/W range; double-sided G12-HJT: mainstream manufacturer pricing is concentrated in the 0.69-0.78 yuan/W range. Recently, component prices have continued to rise, and from an exploratory increase of 0.01-0.02 yuan/W in the early period, gradually influenced by market optimism, they have transitioned to increasing the increase at this stage. Currently, Topcon's high power price is generally 0.7-0.75 yuan/W, and an upward market atmosphere has formed.

According to the TrendForce Jibang Consulting Report, the production schedule of silicon wafer manufacturers rose slightly to the 50-51GW range in March. Specialized production scheduling strategies are relatively cautious, but recent feedback suggests that some Tier 1 specialized manufacturers chose strategic unbundling to continue the early high-schedule production choices. On the demand side, demand for batteries is strong, stimulated by a small peak in rush to install, but the demand structure has changed, and incremental demand is concentrated on 210RN specifications, which has led to a strong rise in the price of 210RN silicon wafers recently. Prices for 182-210mm Topcon components for centralized and distributed projects in China picked up strongly this week. The average centralized price has returned to 0.69 yuan/W, and the distributed average price has risen to 0.71 yuan/W. Double-sided M10-TopCon: the leading manufacturer's pricing range is in the 0.66-0.76 yuan/W range; double-sided G12-HJT: mainstream manufacturer pricing is concentrated in the 0.69-0.78 yuan/W range. Recently, component prices have continued to rise, and from an exploratory increase of 0.01-0.02 yuan/W in the early period, gradually influenced by market optimism, they have transitioned to increasing the increase at this stage. Currently, Topcon's high power price is generally 0.7-0.75 yuan/W, and an upward market atmosphere has formed.