The Zhitong Finance App learned that the Silicon Industry Branch published an article stating that according to Antec statistics, silicon wafer prices have been running steadily for the time being this week. Among them, the average transaction price of N-type G10L monocrystalline silicon wafers (182*183.75mm/130 μm) was 0.80 yuan/piece, the average transaction price for N-type G12R monocrystalline silicon wafers (182*210mm/130 μm) was 0.90 yuan/piece, and the average transaction price for N-type G12 monocrystalline silicon wafers (210*210 mm/130 μm) was 1.10 yuan/sheet, all the same as last week. According to research, the price of downstream batteries and modules this week is the same as last week. Among them, the mainstream price of batteries is 0.25-0.26 yuan/W, and the mainstream price of modules is 0.67-0.68 yuan/W. There is no significant change yet.
There was a strong wait-and-see sentiment in the silicon wafer market this week, and there have been no significant changes in prices. Specifically, on the one hand, under the influence of recent industry policies and industry conferences, the mentality of various silicon wafer manufacturers to ship at low prices has clearly weakened, and some manufacturers have even raised prices slightly on an experimental basis; on the other hand, downstream demand is weak, and battery companies have fewer orders to purchase silicon wafers, and generally they mainly buy in small batches at reduced prices. Overall, the contradiction between supply and demand for silicon wafers has not been resolved. The upstream and downstream games are at an impasse. The market is mostly wait-and-see, and overall prices are running steadily. According to research, the overall operating rate of the industry this week was the same as last week. Among them, the operating rate of the two first-tier enterprises was 52% and 54%, the operating rate of integrated enterprises was between 56% and 60%, and the operating rate of the remaining enterprises was between 50% and 78%.
Looking ahead to the future market, although there has been no substantial improvement in the situation of high inventory and weak demand for silicon wafers, the silicon wafer market is expected to maintain steady operation in the short term due to improved market sentiment and temporary stability in the price of polysilicon raw materials. If polysilicon prices rise later, leading to a rebound in the industrial chain, the silicon wafer market may begin a volatile upward trend.
