硅业分会：市场成交清淡 单晶硅片价格维持平稳

Core Insights - The silicon wafer prices remain stable with no significant changes compared to the previous week, indicating a balanced market despite weak domestic demand [1][2] - The overall operating rates of the industry have not changed significantly, with major companies operating at rates between 52% and 80% [1][2] - The outlook for the fourth quarter shows a slightly pessimistic demand for terminal components, but medium to long-term market expectations remain optimistic due to potential supply adjustments [2] Price Summary - N-type G10L silicon wafer (182183.75mm/130μm) average transaction price is 1.32 CNY per piece [1][3] - N-type G12R silicon wafer (182210mm/130μm) average transaction price is 1.40 CNY per piece [1][3] - N-type G12 silicon wafer (210*210mm/130μm) average transaction price is 1.68 CNY per piece [1][3] Market Dynamics - Domestic demand is currently weak, with downstream component and battery manufacturers showing low purchasing intentions [1][2] - Despite some companies reducing prices to lower inventory, most silicon wafer manufacturers are maintaining their prices due to cost support from stable polysilicon prices [1][2] - The downstream battery and component prices remain stable, with mainstream battery prices at 0.29-0.30 CNY/W and component prices at 0.66-0.68 CNY/W [1]