光伏产业链涨价暂告一段落 电池环节或重回亏损状态

Group 1: Market Overview - The average transaction price for N-type polysilicon is 47,200 yuan/ton, with a week-on-week increase of 0.21% [1] - The polysilicon market remains stable due to two main factors: the lack of a concentrated signing model and the completion of inventory replenishment by long-term customers [1][2] - The production plan for polysilicon in August is expected to be around 125,000 tons, while the demand from silicon wafers is approximately 108,000 tons, leading to a surplus of about 16,000 tons [1] Group 2: Price Dynamics - Despite increasing inventory pressure, the polysilicon market is expected to be supported by costs in the short term, with potential slight price increases for second-tier companies [2] - The average transaction prices for silicon wafers remain stable, with 183N at 1.20 yuan/piece, 210RN at 1.35 yuan/piece, and 210N at 1.55 yuan/piece [2] - The market sentiment is cautious, with manufacturers showing a strong willingness to maintain prices, leading to no significant price changes for silicon wafers this week [2][3] Group 3: Supply Chain and Production - The strong price maintenance willingness among silicon wafer manufacturers is noted, with a consistent pricing strategy across the board [3] - Battery cell prices remain stable, with 183N, 210RN, and 210N at 0.29 yuan/W, 0.285 yuan/W, and 0.285 yuan/W respectively [3] - In the component sector, first-tier manufacturers are reducing orders below 0.7 yuan/W, while some manufacturers are selling at lower prices due to inventory pressure [4]