【安泰科】单晶硅片周评-硅片价格延续持稳运行走势（2025年5月29日）

Core Viewpoint - The silicon wafer prices have stabilized this week, with strong price support from manufacturers and a slight recovery in market sentiment, leading to a steady market environment [1][2]. Group 1: Silicon Wafer Prices - The average transaction price for N-type G10L monocrystalline silicon wafers (182183.75mm/130 μm) is 0.95 yuan per piece, unchanged from last week [1]. - The average transaction price for N-type G12R monocrystalline silicon wafers (182210mm/130 μm) is 1.10 yuan per piece, unchanged from last week [1]. - The average transaction price for N-type G12 monocrystalline silicon wafers (210*210mm/130 μm) is 1.30 yuan per piece, unchanged from last week [1]. - The overall market price has shown a steady trend, with most companies maintaining strong price support and only a few smaller manufacturers selling at lower prices [1]. Group 2: Supply and Demand Dynamics - The recent decline in silicon wafer prices has led to strong price support from manufacturers, with some companies accelerating their production reduction plans [1]. - Downstream battery procurement has been relatively active, particularly for the 210 model silicon wafers, which has provided some support for the stability of silicon wafer prices [1]. - The overall industry operating rate has slightly decreased to around 53%, with leading companies maintaining rates around 50% and 56%, while integrated companies' operating rates have dropped to between 54% and 80% [1]. Group 3: Downstream Prices - There have been no significant fluctuations in downstream battery and module prices this week, with mainstream module prices at 0.66-0.67 yuan/W and battery cell prices at 0.26-0.27 yuan/W [2]. - The silicon wafer market is expected to remain stable in the short term due to manufacturers' measures to reduce supply and maintain prices [2].