This week, downstream cell prices fell sharply, and component prices did not fluctuate significantly. Affected by the decline in upstream polysilicon prices, weak downstream demand and inventory pressure, the price of silicon wafers continued to decline. The overall operating rate of the industry decreased slightly compared with that before the festival. In the short term, the silicon wafer market is expected to remain weak, but there is limited room for further price exploration. If the follow-up demand improves, the market is expected to stabilize.
According to Antaike statistics, the price of silicon wafers is under pressure this week. Among them, the average transaction price of N-type G10L monocrystalline silicon wafers (182 * 183.75mm/130μm) was 0.94 yuan/piece, down 5.05% compared with that before the festival; the average transaction price of N-type G12R monocrystalline silicon wafers (182 * 210mm/130μm) was 1.01 yuan/piece, down 5.61% compared with that before the festival; The average transaction price of N-type G12 monocrystalline silicon wafers (210 * 210 mm/130 μm) was 1.18 yuan per piece, down 7.81% from before the festival. According to the survey, the price of downstream cells dropped sharply this week, and the price of modules did not fluctuate significantly. Among them, the mainstream price of cells was 0.35-0.39 yuan/W, which was 7.50% lower than that before the festival; the mainstream price of modules was 0.71-0.75 yuan/W, which was flat before the festival.
This week, the price of silicon wafers continued to decline due to the continued decline in upstream polysilicon prices, weak downstream demand and inventory pressure under the mismatch between supply and demand. Firstly, the price of polysilicon continued to decline and the cost support was weakened; secondly, the export tax rebate node had passed, the demand for superimposed terminal installation was weak, and battery manufacturers mainly purchased silicon wafers on demand; thirdly, under the situation of oversupply, the inventory of silicon wafers accumulated. Therefore, the market sentiment is pessimistic, the upstream and downstream game of silicon wafers is obvious, although the upstream has the willingness to support the price, but the downstream price is strong, and the price of silicon wafers is under pressure. According to the survey, the overall operating rate of the industry this week decreased slightly compared with that before the festival, with the operating rates of two first-line enterprises being 42% and 44% respectively, the operating rate of integrated enterprises being between 50% and 60%, and the operating rate of other enterprises being between 50% and 68%.
Looking ahead, the silicon wafer market is expected to remain weak in the short term against the background of falling costs and insufficient demand support. However, after the recent continuous decline, the space for further exploration of silicon wafer prices is relatively limited, and if the follow-up demand improves, the silicon wafer market is expected to stabilize.
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