Battery prices continue to fall, with overall shipments slowing down significantly.

The price of Topcon 183N battery cells is 0.345-0.355 yuan/W; 210RN price is 0.35-0.36 yuan/W, 210N price is 0.345-0.355 yuan/W. Battery prices continue to decline, influenced by upstream price reductions and expectations of future demand, the current sentiment towards batteries remains bearish. The price of HJT 30% silver-coated copper is 0.45-0.47 yuan/W, with 0BB products as the main focus. Expected production of battery cells in April will decrease, but the overall decline is limited, compared to a significant decrease in module production, which may result in an apparent surplus of battery cells. The battery cell sector is entering an inventory accumulation stage. With overseas orders nearing completion, and weak domestic order acceptance, overall shipment pace has significantly slowed down.