B · Normal
[Battery cell inventory continues to be depleted this week, component prices still fall slightly] News on October 29, battery cell inventory continues to be depleted this week. The manufacturer's shipment rhythm is stable, among which 210N inventory is already in a very tight state, providing a realistic basis for continuous price increases; 210R export shipments are smooth, and 183 sales are relatively slow. The continued inventory depletion will provide strong support to cell prices, and we will pay attention to the continuation of new orders for 210N in the future. Domestic module prices still fell slightly this week, but this was mainly due to a decline in partial transaction prices, and corporate guidance prices were basically stable for the time being. In terms of distribution, domestic shipments are slowly decreasing, and the 183 market transaction volume has shrunk significantly. Enterprise production is mostly focused on delivering overseas orders, and other formats have not changed much. (Shanghai Nonferrous Net)
photovoltaic 🕐 2026-10-29 19:41

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