积极信号！减产控销破“内卷”，多因素支撑光伏硅料价格上涨！

Core Viewpoint - The article discusses the recent trends in the polysilicon market, highlighting price increases due to supply constraints and production cuts by major manufacturers, while also addressing the challenges faced in the silicon wafer and battery sectors. Group 1: Polysilicon Market Trends - The average transaction price for N-type polysilicon has risen to 47,900 yuan/ton, a week-on-week increase of 1.05%, while N-type granular silicon reached 46,000 yuan/ton, up 3.37% week-on-week [3] - Major polysilicon manufacturers are implementing production cuts, which are expected to lead to increased costs and a continued rise in market prices due to supply constraints and a "buy high, not low" mentality among downstream buyers [3][5] - Despite the increase in production planned by some manufacturers, the overall inventory levels are expected to rise, with an estimated additional inventory of about 20,000 tons in August and September [5] Group 2: Silicon Wafer Market Dynamics - Silicon wafer prices have remained stable, with average transaction prices for 183N, 210RN, and 210N wafers at 1.20 yuan/piece, 1.35 yuan/piece, and 1.55 yuan/piece respectively, unchanged from the previous week [5] - The market sentiment for silicon wafers is positive due to recent policy advancements, but the lack of significant recovery in end-user demand has led to a stalemate between buyers and sellers [5][6] - Some silicon wafer manufacturers have begun to slightly increase prices, with new quotes for 183N at 1.25 yuan/piece, 210RN at 1.40 yuan/piece, and 210N at 1.60 yuan/piece, contingent on downstream acceptance [6] Group 3: Battery and Component Pricing - The average transaction prices for battery cells (183N, 210RN, and 210N) remain stable at 0.29 yuan/W, 0.285 yuan/W, and 0.285 yuan/W respectively, reflecting ongoing pressure from upstream and downstream market dynamics [7] - The component market is experiencing weak demand, with new orders being minimal and primarily focused on fulfilling previous contracts, leading to lower overall transaction prices [7] - Recent bidding prices for components have ranged from 0.68 yuan/W to 0.75 yuan/W, indicating a need for careful observation of policy implementation to gauge future market movements [7]