China's Silicon Wafer Supply Expands to 54–55 GW in June, Battery Inventory Declines Week-on-Week

According to SMM's latest survey, China's silicon wafer production is expected to reach 54–55 GW in June, with overall supply slightly exceeding demand as most manufacturers maintain orderly output increases. Battery cell production met expectations in June with month-over-month output growth, while inventory totals edged lower week-on-week due to improved shipments, as the industry continues operating under a made-to-order production model.
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