四巨头联合提价12%，光伏硅片年末掀起“涨价风暴”

Price Increase - Four leading silicon wafer companies have jointly raised their prices, with 183N wafers priced at 1.4 yuan per piece, 210RN at 1.5 yuan, and 210N at 1.7 yuan, resulting in an average increase of 12% [1][2] - The price increase has been confirmed by Longi Green Energy, providing direct official confirmation of the collective price adjustment [2] Upstream Influence - The continuous rise in polysilicon prices, a key raw material for wafer production, has been identified as a direct driver of the price increase [3] - The polysilicon price increase has created cost support for silicon wafers, with industry feedback indicating that the price hike is primarily due to significant increases in upstream polysilicon prices [3] Inventory Health - The healthy inventory levels in the silicon wafer sector have provided a foundation for the price increase, aligning with market expectations amid tight supply [4] - Active production reduction strategies by wafer manufacturers have effectively reduced inventory levels, which are expected to drop to 15GW [4]