积极信号！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] Group 2 - The silicon industry association remains optimistic, predicting that the average price of polysilicon will continue to rise due to production cuts and increased costs, despite inventory pressures [2] - The prices of silicon wafers have remained stable, with 183N, 210RN, and 210N wafer prices holding steady at 1.20 yuan/piece, 1.35 yuan/piece, and 1.55 yuan/piece respectively [2] - The market for silicon wafers is currently in a stalemate, with stable shipment rhythms from wafer manufacturers but weak demand from the battery and component sectors [2][3] Group 3 - The average transaction prices for battery cells remain unchanged, with 183N, 210RN, and 210N prices at 0.29 yuan/W, 0.285 yuan/W, and 0.285 yuan/W respectively [3] - The battery segment faces significant pressure from upstream and downstream, with ongoing weak terminal demand and requests for price reductions from component manufacturers [3] - The component market is experiencing weak demand, with new orders being limited and prices for recent bids ranging from 0.68 yuan/W to 0.75 yuan/W [3]