安泰科：硅片厂商挺价意愿强烈 单晶硅片价格继续上涨

Core Insights - The price of silicon wafers has continued to rise due to price support from silicon wafer manufacturers, downstream demand, and cost support from raw materials [1][2] Price Trends - N-type G10L monocrystalline silicon wafer (182183.75mm/130μm) average transaction price is 1.31 yuan/piece, up 9.17% compared to the previous period - N-type G12R monocrystalline silicon wafer (182210mm/130μm) average transaction price is 1.42 yuan/piece, up 8.40% compared to the previous period - N-type G12 monocrystalline silicon wafer (210*210mm/130μm) average transaction price is 1.66 yuan/piece, up 9.21% compared to the previous period [1][3] Market Dynamics - Downstream battery prices have significantly increased, with mainstream battery prices ranging from 0.37 to 0.39 yuan/W, up 18.75% compared to the previous period, while module prices remain stable at 0.66 to 0.68 yuan/W [1] - The supply side has seen a significant reduction in silicon wafer production, with December output at 47.7 GW, down 14.2% from November [2] - The overall operating rate in the industry remains stable, with major integrated companies operating at 50%-70% capacity [2] Price Stability and Future Outlook - Despite strong price increase intentions from silicon wafer manufacturers, the terminal component prices have not followed the upward trend, and battery manufacturers are planning to reduce production to alleviate supply-demand pressure, making it difficult for silicon wafer prices to maintain an upward trend in the short term [2]