硅业分会：单晶硅需求偏弱成交清淡 硅片价格承压下行

Core Viewpoint - The silicon wafer market is experiencing weak trading activity due to low demand in the end market, leading to downward price pressure on certain product specifications [1][2]. Price Summary - The average transaction price for N-type G10L silicon wafers (182183.75mm/130μm) is 1.32 CNY per piece, unchanged from last week - The average transaction price for N-type G12R silicon wafers (182210mm/130μm) is 1.34 CNY per piece, a decrease of 4.29% compared to last week - The average transaction price for N-type G12 silicon wafers (210*210mm/130μm) is 1.66 CNY per piece, a decrease of 1.19% compared to last week [1][3][4]. Market Dynamics - Despite a strong willingness to maintain prices among silicon wafer manufacturers, weak purchasing intent from downstream battery and module companies persists, primarily focusing on depleting existing inventory - The overall operating rate in the industry has slightly increased, with two leading companies operating at 56% and 54%, while integrated companies operate between 56% and 80%, and other companies range from 54% to 80% [2][4]. Future Outlook - The market is expected to remain in a state of oversupply as end demand enters a traditional off-season, with weak purchasing intent from downstream companies - However, some silicon wafer manufacturers plan to reduce operating rates starting in November, which may gradually improve the supply-demand relationship - The strong price maintenance intention among most silicon wafer manufacturers and the orderly advancement of the industry's "anti-involution" policy may provide some support for the silicon wafer market [2].