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安泰科:本周硅片市场观望情绪较为浓厚 价格持稳运行
智通财经网·2025-10-16 11:25

Group 1 - The core viewpoint of the articles indicates that the silicon wafer prices have remained stable this week, with no significant changes observed in the market [1][2] - The average transaction prices for various types of N-type silicon wafers are as follows: N-type G10L at 1.32 yuan/piece, N-type G12R at 1.40 yuan/piece, and N-type G12 at 1.68 yuan/piece, all showing no week-on-week change [1][3] - The market sentiment is characterized by a wait-and-see approach, with weak domestic demand and a focus on consuming existing inventory in the components and battery segments [1][2] Group 2 - Downstream battery and module prices have also remained stable, with mainstream battery prices at 0.29-0.30 yuan/W and module prices at 0.66-0.68 yuan/W, unchanged from the previous week [2] - Despite the weak demand and inventory pressure in the silicon wafer market, there are positive trends in demand due to anti-dumping tariff news from India and export tax rebate policies in China [2] - The overall operating rates in the industry have remained stable, with major companies operating at rates of 54% and 52%, while integrated companies operate between 56%-80% [1]