【安泰科】单晶硅片周评-价格有效传导 硅片延续涨势（2025年7月31日）

Core Viewpoint - The price of silicon wafers continues to rise, driven by increased raw material costs and higher downstream purchasing orders, indicating a positive market sentiment in the industry [1][2]. Group 1: Silicon Wafer Prices - This week, the average price of silicon wafers increased by approximately 0.1 yuan per piece, with specific types showing significant price rises: N-type G10L wafers at 1.2 yuan (up 9.09% week-on-week), N-type G12R wafers at 1.35 yuan (up 8.00%), and N-type G12 wafers at 1.55 yuan (up 7.64%) [1]. - The increase in silicon wafer prices is attributed to rising polysilicon prices, which have led to higher costs for wafer manufacturers, alongside improved demand due to export tax rebates and changes in overseas policies [1]. Group 2: Downstream Battery and Module Prices - Downstream battery prices continue to rise, with mainstream battery prices at 0.28-0.29 yuan/W (up 0.02 yuan/W), while module prices remain stable at 0.66-0.67 yuan/W [2]. - The market sentiment is optimistic due to effective policy implementation and industry self-discipline, with silicon material price transmission showing initial results, although the terminal module prices have not seen significant increases [2].