Silicon Industry Branch: Silicon wafer companies collectively raised their prices, and the transaction price increased significantly

The Zhitong Finance App learned that according to Antec statistics, silicon wafer prices increased significantly this week. Among them, the average transaction price of N-type G10L monocrystalline silicon wafers (182*183.75mm/130 μm) was 1.2 yuan/sheet, up 2.56% from the previous week; the average transaction price of N-type G12R monocrystalline silicon wafers (182*210mm/130 μm) was 1.31 yuan/piece, up 9.17% from last week; and the average transaction price of N-type G12 monocrystalline silicon wafers (210*210 mm/130 μm) was 1.52 yuan/sheet, up 1.33% from last week. According to research, downstream battery prices have risen sharply this week compared to last week, and module prices have continued to operate steadily compared to last week. Among them, the mainstream battery price is 0.31-0.33 yuan/W, up 10.3% from last week, and the mainstream component price is 0.66-0.68 yuan/W, which is the same as last week.

The Silicon Industry Branch pointed out that silicon wafer companies are more willing to raise prices this week, leading to a sharp rise in silicon wafer prices. Specifically, on the supply side: various silicon wafer companies continued their plans to cut production drastically, while most manufacturers are holding back on sales, and there is no phenomenon of selling at low prices yet. Demand side: Purchase orders from downstream battery manufacturers have increased, and tolerance for high-priced silicon wafers has increased. Cost side: Polysilicon prices continue to rise, forming a certain cost support for silicon wafers. Supply is declining, demand is picking up, and costs are a series of factors that have led to a continuation of the upward trend in silicon wafer prices this week. 210R silicon wafers increased significantly this week, mainly because the demand for purchase orders from leading downstream battery manufacturers increased significantly. Although silicon wafer prices have risen this week, the number of transactions is low, and the market is showing a “few price increase orders”. According to research, the overall operating rate of the industry remained stable this week, the same as last week. Among them, the operating rate of the two first-tier enterprises was 50% and 48%, the operating rate of integrated enterprises was between 50% and 70%, and the remaining enterprises were between 50% and 72%.

Currently, silicon wafer companies generally have a wait-and-see attitude. Most have adopted strategies to reduce production and price control, and the upstream and downstream game atmosphere in the market is quite strong. The Silicon Industry Branch said that if the price transmission of the entire industry chain is smooth in the future, the silicon wafer market is expected to continue to improve. Due to the recent positive and optimistic attitude of silicon wafer manufacturers, the silicon wafer market is expected to strengthen further in December.