Core Viewpoint - The recent price increase of silicon wafers in the photovoltaic industry has raised market concerns, with price hikes ranging from 8% to 11.7% for different sizes of products [1][3]. Group 1: Price Changes - Several silicon wafer manufacturers announced a price increase on July 9, with specific price changes including 183N wafers rising from 0.9 yuan to 1 yuan, 210RN wafers from 1.03 yuan to 1.15 yuan, and 210N wafers from 1.25 yuan to 1.35 yuan [1]. - Industry consulting firm InfoLink did not reflect this price change in its later price information, which still indicated a downward trend in average silicon wafer prices [1]. Group 2: Causes of Price Increase - The primary reason for the silicon wafer price increase is the rising cost of upstream silicon materials, with multi-crystalline silicon N-type raw materials and granular silicon prices increasing by 6.92% and 6.27% respectively [3]. - The overall price adjustment for multi-crystalline silicon has been more significant, with increases ranging from 25% to 35% [3]. - Silicon material companies have been operating at a loss for over a year and are now raising prices to clear inventory above their comprehensive cost line [3]. Group 3: Market Outlook - There is uncertainty regarding whether the price increase of silicon wafers can be successfully transmitted to downstream battery manufacturers, as there are concerns about slowing domestic photovoltaic terminal demand and increasing battery inventory in July [3]. - Market analysts predict that if the silicon wafer price increase is successful, it could improve the financial performance of silicon wafer manufacturers, which have faced losses in the first quarter of the year [3]. - The future price trends and performance of companies across the photovoltaic supply chain will be critical to monitor [3].
硅片报价猛涨!上游涨价传导,产业链博弈加剧
Huan Qiu Wang·2025-07-10 02:35