The silicon wafer removal process has achieved remarkable results, and the current inventory has dropped to around 25GW. Affected by changes in overseas policies, silicon wafer exports increased markedly, compounded by the market's “buy up, not buy down” sentiment, and high-price orders were quickly implemented. Prices of silicon wafers of different sizes showed a divergent trend. The actual transaction prices of 183, 210R and 210 reached 1.12 yuan, 1.15 yuan, and 1.25 yuan/sheet, respectively. Among them, the price of 183 size silicon wafers experienced a strong rebound due to strong overseas demand and low initial operating rates; while demand for 210 size silicon wafers was still dominated by the domestic market, the overall performance was relatively lackluster, and the price increase was significantly lower than the 183 size. The strong export trend is expected to continue until mid-September, and prices are expected to remain high in the short term, but we need to be wary of the risk of subsequent export decline and policy implementation falling short of expectations.

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