On April 16, the Silicon Branch released the latest " that the price of silicon wafers fell slightly this week. The average transaction price of N-type G10L monocrystalline silicon wafers (182 * 183.75 mm/130 μm) was 0.93 yuan/piece , down 1.06% from the previous month; The average transaction price of N-type G12R monocrystalline silicon wafers (182 * 210mm/130μm) was 1.00 yuan/piece , down 0.99% from the previous month; The average transaction price of N-type G12 monocrystalline silicon wafers (210 * 210 mm/130 μm) was 1.17 yuan per piece , down 0
from the previous month. According to Digital New Energy DataBM.
supply side, most silicon wafer manufacturers are under the pressure of loss." The willingness to continue to reduce prices substantially has been reduced. On
the demand side , with the official cancellation of the export tax rebate, the demand for bulk purchasing in the policy window period has weakened significantly. At the same time, the overall demand for silicon wafer orders is low due to the reduction of production in professional battery factories. On the
cost side, raw materials " In addition, according to the survey, the operating rates of the two first-line enterprises were 42% and 44% respectively this week, and the operating rates of the integrated enterprises were between 50% and 60%. The operating rate of other enterprises is between 50% and 68%.
Looking forward to the future market, according to the analysis of Silicon Branch, the focus of silicon wafer price has been moving down recently, and the current market price has fallen below the production cost of most manufacturers. In addition, some enterprises intend to raise the price under the pressure of cost, so the space for the subsequent silicon wafer price to continue to decline is relatively limited.
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