Price Stability - The prices of monocrystalline silicon wafers have stabilized this week, with N-type G10L wafers priced at 1.2 yuan/piece, N-type G12R wafers at 1.35 yuan/piece, and N-type G12 wafers at 1.55 yuan/piece, all remaining unchanged from last week [1][2][3]. Market Dynamics - The silicon wafer market is currently in a stalemate phase, with downstream demand decreasing due to sensitivity to cost changes and a halt in battery inventory accumulation, leading to reduced procurement needs [1][2]. - On the supply side, manufacturers are reluctant to lower prices due to stable silicon material prices and low wafer inventory, indicating a strong willingness to maintain prices [1]. Production Rates - The overall industry operating rate remains stable, with two leading companies operating at 50% and 46%, while integrated companies operate between 50% and 80%, and other companies also range from 50% to 80% [1]. Future Outlook - The market sentiment is increasingly cautious, with expectations of short-term price fluctuations in the silicon wafer market, influenced mainly by downstream component market demand and battery purchasing rhythms [2].
硅业分会：上下游僵持博弈 单晶硅片价格持稳运行
智通财经网·2025-08-07 07:35