硅业分会：硅片价格再次跌破现金成本 价格已呈现企稳止跌迹象

Core Viewpoint - The silicon wafer prices have fallen below cash costs, but there are signs of stabilization and a halt in the downward trend [1] Price Trends - The average transaction price for N-type G10L monocrystalline silicon wafers (182183.75mm/130μm) is 0.95 yuan per piece, with a week-on-week decline of 5.94% [1] - The average transaction price for N-type G12R monocrystalline silicon wafers (182210mm/130μm) is 1.10 yuan per piece, with a week-on-week decline of 1.79% [1] - The average transaction price for N-type G12 monocrystalline silicon wafers (210*210mm/130μm) is 1.30 yuan per piece, with a week-on-week decline of 3.70% [1] Market Conditions - The market is experiencing weak demand from end-users, coupled with ample supply and high inventory levels, leading to a bearish outlook [1] - The latest production plan indicates a decrease of approximately 2% in silicon wafer production in May compared to the previous month [1]