减产控销破“内卷” 多因素支撑光伏硅料价格上涨

Group 1 - The average transaction price of N-type polysilicon has increased to 47,900 yuan/ton, up 1.05% week-on-week, while N-type granular silicon has reached 46,000 yuan/ton, up 3.37% week-on-week [1] - The reduction in production and sales control by polysilicon companies has alleviated market supply pressure, with major companies implementing varying degrees of production cuts [1][2] - Despite the increase in prices, there is still pressure in the supply chain, with an expected inventory increase of approximately 20,000 tons in August and September [1][2] Group 2 - The silicon wafer prices have remained stable, with average transaction prices for 183N, 210RN, and 210N silicon wafers at 1.20 yuan/piece, 1.35 yuan/piece, and 1.55 yuan/piece respectively [2] - The market sentiment for silicon wafers is positive due to recent policy advancements, but terminal demand has not significantly improved, leading to a stalemate between upstream and downstream [2][3] - Some silicon wafer manufacturers have started to slightly increase prices, with new quotes for 183N at 1.25 yuan/piece, 210RN at 1.40 yuan/piece, and 210N at 1.60 yuan/piece, depending on downstream acceptance [2] Group 3 - The average transaction prices for battery cells remain unchanged at 0.29 yuan/W for 183N, 0.285 yuan/W for 210RN, and 0.285 yuan/W for 210N [3] - The battery cell segment is under pressure due to weak terminal demand, with ongoing requests for price reductions from module manufacturers [3] - The opening bid prices for modules have ranged from 0.68 yuan/W to 0.75 yuan/W, indicating a need for observation regarding the implementation of policies [3]