安泰科:本周单晶硅片价格承压下行 预计短期内市场将延续偏弱格局
智通财经网·2026-02-26 09:45

Group 1 - The core viewpoint of the articles indicates that the silicon wafer market is experiencing downward pressure on prices, with downstream procurement showing a generally cautious attitude and weak inventory replenishment willingness [1][2] - The average transaction prices for various types of N-type monocrystalline silicon wafers have decreased, with N-type G10L at 1.10 yuan/piece (down 8.33%), N-type G12R at 1.20 yuan/piece (down 4.76%), and N-type G12 at 1.40 yuan/piece (down 3.45%) [1][3] - The overall operating rates in the industry have not shown significant fluctuations, with leading enterprises operating at rates of 46% and 45%, while integrated enterprises maintain rates between 50% and 60% [1] Group 2 - The silicon wafer market is characterized by low trading activity and a slight downward price trend, influenced by increased inventory levels due to production continuity during the Spring Festival and decreased logistics efficiency [2] - The end-user installation demand remains weak post-holiday, compounded by slow recovery in the battery cell production segment, leading to a general lack of purchasing willingness among downstream buyers [2] - Some silicon wafer companies are adopting price reduction strategies to stimulate sales, resulting in a market condition described as "having prices but no market" [2]

安泰科:本周单晶硅片价格承压下行 预计短期内市场将延续偏弱格局 - Reportify