Group 1 - The photovoltaic industry chain prices continue to decline despite the ongoing 2025 SNEC photovoltaic exhibition, with multi-crystalline silicon prices dropping due to shrinking demand [1] - The average transaction price for N-type raw materials is 36,700 yuan/ton, down 2.13% week-on-week, while P-type multi-crystalline silicon averages 30,700 yuan/ton, down 1.92% [1] - The silicon industry association indicates that the price drop is primarily due to sales pressure on companies, with non-leading enterprises having sold out their low-priced inventory [1] Group 2 - Silicon wafer prices have also seen a slight decline, with N-type G10L single crystal silicon wafers averaging 0.93 yuan/piece, down 2.11% week-on-week [2] - The decline in silicon wafer prices is attributed to weak downstream demand and relaxed upstream supply, compounded by falling raw material prices [2] - The overall industry operating rate has slightly decreased to around 52%, with some leading companies operating at rates of 50% and 54% [2] Group 3 - The market's weak trend is expected to persist, with silicon wafer prices dependent on three key factors: inventory reduction progress, signs of terminal demand recovery, and stability of upstream silicon material prices [3] - N-type battery prices have also decreased, with 183N and 210N specifications averaging 0.245 yuan/W and 0.26 yuan/W respectively [3] - The current market demand uncertainty is high, with manufacturers facing unclear order conditions and potential low-price clearances in the spot market [3]
需求不振、库存高企 光伏产业链价格仍存下探可能性
Zheng Quan Shi Bao Wang·2025-06-12 13:23