【安泰科】单晶硅片周评-硅料涨价推动下 硅片价格有望上行（2025年7月10日）

Core Viewpoint - The silicon wafer prices have stabilized this week, with no significant recovery in downstream demand for photovoltaic products, while upstream silicon material prices are increasing, leading to a more positive market sentiment [1][2]. Group 1: Silicon Wafer Prices - This week, the average transaction prices for N-type G10L, G12R, and G12 silicon wafers remained stable at 0.86 CNY/piece, 1.00 CNY/piece, and 1.19 CNY/piece respectively, unchanged from last week [1]. - Despite the lack of large-scale recovery in domestic photovoltaic market demand, silicon material companies have begun to raise their prices, shifting market sentiment from negative to more positive [1]. - The highest quoted prices for N-type G10L, G12R, and G12 silicon wafers are currently 1.00 CNY/piece, 1.15 CNY/piece, and 1.35 CNY/piece respectively, although downstream battery companies remain cautious, resulting in a sluggish market transaction volume [1]. Group 2: Downstream Battery and Component Prices - Downstream battery and component prices have remained stable, with mainstream battery prices at 0.23-0.24 CNY/W and component prices at 0.65-0.66 CNY/W, both unchanged from last week [2]. - The future trend of silicon wafer prices will depend on the cost changes driven by upstream silicon material prices and the negotiations between downstream battery and silicon wafer manufacturers [2]. - If the actual transaction prices of silicon materials continue to rise, and if silicon wafer manufacturers reduce their production while downstream companies accept price increases, silicon wafer prices may stop declining and see a slight increase [2].