Workflow
上游原料价升、下游采买增加 硅片价格持续上涨

Group 1 - The price of silicon wafers has increased due to the rebound in upstream polysilicon prices, with manufacturers setting prices to avoid losses rather than competing for sales [1][2] - In the last week of July, the average price of N-type G10L monocrystalline silicon wafers was 1.2 yuan/piece, up 9.09% week-on-week; N-type G12R wafers averaged 1.35 yuan/piece, up 8.00%; and N-type G12 wafers averaged 1.55 yuan/piece, up 7.64% [2] - The increase in silicon wafer prices is attributed to rising raw material costs and increased downstream orders, with manufacturers adhering to pricing guidelines [1][2] Group 2 - The production cost of silicon wafers has risen due to increasing polysilicon prices, which have gone from 35,000 yuan/ton to 45,000 yuan/ton [3] - The overall operating rate in the industry remained stable, with major companies operating at 50% and 40% capacity [2][3] - From the second half of 2024, pure silicon wafer producers are adopting a strategy of not pursuing high operating rates and focusing on sales-based production [2] Group 3 - The National Energy Administration reported that new renewable energy installations reached 268 million kilowatts in the first half of the year, a 99.3% increase year-on-year, with solar power installations doubling [3] - The Ministry of Industry and Information Technology has issued a notice to implement energy-saving inspections in the polysilicon industry, which may lead to a concentration of production capacity among leading companies [4] Group 4 - Major photovoltaic companies have reported expected losses for the first half of 2025, with Longi Green Energy forecasting a net loss of 2.4 to 2.8 billion yuan [6] - Despite the losses, the domestic component sector has begun to turn a profit, and new markets in the Middle East and Southeast Asia are showing significant growth [6][7] - The industry is expected to see a recovery in prices due to policy impacts on polysilicon, although achieving a balance between supply and demand remains challenging [6][7] Group 5 - The inventory of polysilicon in the industry has decreased by approximately 30,000 to 40,000 tons since the beginning of the year, with some inventory being consumed and some accumulated due to rising prices [8] - Currently, there is no new polysilicon production capacity, and some companies have halted production lines [8]