Group 1 - The core viewpoint of the articles indicates that silicon wafer prices continue to decline due to weak terminal demand and ample supply, leading to a bearish market sentiment [1][2] - The average transaction prices for N-type silicon wafers have decreased, with G10L at 0.95 yuan/piece (down 5.94% week-on-week), G12R at 1.10 yuan/piece (down 1.79%), and G12 at 1.30 yuan/piece (down 3.70%) [1] - The overall industry operating rate has slightly decreased to around 55%, with major integrated companies operating between 58% and 80% [1] Group 2 - Downstream battery and module prices have also seen a slight decline, with module prices at 0.66-0.67 yuan/W (down 0.01 yuan/W) and battery prices at 0.26-0.27 yuan/W (down 0.01 yuan/W) [2] - Despite the ongoing price pressure on silicon wafers due to declining battery prices and weak terminal demand, the future price drop potential is limited as current spot prices are below the production costs for most companies [2]
【安泰科】单晶硅片周评-终端需求偏弱 硅片价格继续下滑（2025年5月15日）
中国有色金属工业协会硅业分会·2025-05-15 09:05