【安泰科】单晶硅片周评-上下游僵持博弈 硅片价格持稳运行（2025年6月5日）

Group 1 - The core viewpoint of the article indicates that silicon wafer prices have remained stable this week, with specific prices for various types of N-type monocrystalline silicon wafers holding steady compared to the previous week [1][2] - The average transaction price for N-type G10L monocrystalline silicon wafers is 0.95 yuan per piece, N-type G12R at 1.10 yuan per piece, and N-type G12 at 1.30 yuan per piece, all showing no change week-on-week [1][2] - The market has seen reduced transactions due to companies adopting a wait-and-see approach post-Duanwu Festival, leading to a lack of significant price fluctuations in silicon wafers [1] Group 2 - Downstream component prices have remained relatively stable, with mainstream component prices at 0.66-0.67 yuan per watt, while battery prices have slightly decreased to 0.25-0.26 yuan per watt, down by 0.01 yuan per watt compared to before the holiday [2] - The overall operating rate in the industry is stable at around 53%, with leading companies operating at rates of 50% and 56%, and integrated companies between 54% and 80% [1] - There is a strong willingness among manufacturers to maintain or increase prices despite being under pressure from losses, as silicon wafer prices have fallen below the cash cost line for most manufacturers [1]