The Zhitong Finance App learned that according to Antec statistics, silicon wafer prices have risen this week, but market transactions have been relatively light. Currently, the silicon wafer market is in an upstream and downstream game stage, but policy regulation expectations have an obvious effect on boosting market sentiment, and the silicon wafer market will show a steady and positive trend in the short term.
In terms of price, N-type G10L monocrystalline silicon wafers (182*183.75mm/130 μm) had a maximum price of 0.90 yuan/piece, an average transaction price of 0.80 yuan/piece, N-type G12R monocrystalline silicon wafers (182*210mm/130 μm) had a maximum price of 1.0 yuan/piece, the average transaction price for each model was 0.90 yuan/piece, and the actual transaction price of each model was 1.10 yuan/piece. Zhou Zhiping. According to research, downstream battery prices rose sharply this week compared to last week, and module prices rose slightly from last week. Among them, the mainstream battery price was 0.27-0.28 yuan/W, up 7.84% from last week, and the mainstream module price was 0.68-0.70 yuan/W, up 2.22% from last week.
This week, silicon wafer companies' pessimism weakened due to expectations of implementation of relevant policies, strong prices of upstream raw materials polysilicon, and rising downstream battery prices, and various manufacturers were bullish on the future market. Specifically, under the influence of industry self-regulation and related policy expectations, upstream polysilicon prices are strong, which supports the cost of silicon wafers; second, the implementation of the US 232 policy compounded the rise in the price of silver powder. At the same time as overseas demand for cells increased, prices rose, driving up demand for silicon wafers procurement. Under the influence of this series of factors, some leading silicon wafer companies have begun to raise their prices, and other companies have begun to control the pace of shipments, and even suspend the delivery of low-priced supplies. However, under the influence of the mismatch between the supply and demand pattern of silicon wafers, there is resistance to price transmission.
As a result, the silicon wafer market showed a slight increase in prices this week, and there was no significant change in actual transaction prices. According to research, the overall operating rate of the industry this week was the same as last week, with no significant changes. 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 rest of the enterprises was between 50% and 78%.
