Group 1 - The establishment of Beijing Guanghe Qiancheng Technology Co., Ltd. by leading silicon material companies marks a significant step towards "anti-involution" in the photovoltaic industry [1] - The average transaction price for N-type recycled silicon material is 53,200 CNY/ton, while N-type granular silicon is at 50,500 CNY/ton, both remaining stable compared to the previous month [1] - Despite some positive news in the industry, self-discipline and production control are still pending, leading to limited market stimulation and a continuation of previous market conditions [1][2] Group 2 - Inventory levels for silicon material manufacturers are rising, with individual companies holding nearly 290,000 tons, indicating a persistent oversupply situation [2] - The mainstream transaction price for 183N silicon wafers is 1.18 CNY/piece, while 210RN wafers range from 1.20 to 1.23 CNY/piece, showing signs of price stabilization after previous declines [3] - The average price for battery cells of 183N and 210N has decreased to 0.28 CNY/W, with 210RN maintaining stability at 0.275 CNY/W, reflecting a price divergence among manufacturers [4]
光伏“反内卷”迈出重要一步 产业链多环节酝酿挺价
Zheng Quan Shi Bao Wang·2025-12-12 06:26