硅业分会：硅片企业集体上调报价 成交价格涨幅明显

Core Viewpoint - The price of silicon wafers has significantly increased this week, driven by strong pricing strategies from silicon wafer companies and increased demand from downstream battery manufacturers [1][2]. Price Trends - N-type G10L monocrystalline silicon wafer (182183.75mm/130μm) average transaction price is 1.2 yuan/piece, up 2.56% from last week - N-type G12R monocrystalline silicon wafer (182210mm/130μm) average transaction price is 1.31 yuan/piece, up 9.17% from last week - N-type G12 monocrystalline silicon wafer (210*210mm/130μm) average transaction price is 1.52 yuan/piece, up 1.33% from last week [1][3]. Market Dynamics - Silicon wafer companies are strongly inclined to raise prices, with significant production cuts and a reluctance to sell at low prices observed - Increased procurement orders from downstream battery manufacturers have led to a higher tolerance for expensive silicon wafers - The rising price of polysilicon continues to support silicon wafer costs [2]. Production and Capacity - The overall operating rate in the industry remains stable, with major companies operating at 50% and 48% capacity, while integrated companies operate between 50%-70% - Most silicon wafer companies are adopting a cautious approach, implementing production cuts to control prices, leading to a market characterized by "price increase with fewer orders" [2]. Future Outlook - If price transmission throughout the entire industry chain proceeds smoothly, the silicon wafer market is expected to continue its positive development - A generally optimistic outlook from silicon wafer manufacturers suggests that the market may strengthen further in December [2].