Core Viewpoint - The market is experiencing a downturn due to weak terminal demand, leading to a decline in prices for certain specifications of silicon wafers [1][2]. Price Trends - The average transaction price for N-type G10L silicon wafers (182183.75mm/130μm) is 1.32 CNY per piece, unchanged from last week - The average price for N-type G12R silicon wafers (182210mm/130μm) is 1.34 CNY per piece, down 4.29% week-on-week - The average price for N-type G12 silicon wafers (210*210mm/130μm) is 1.66 CNY per piece, down 1.19% week-on-week - Downstream battery prices and module prices remain stable, with mainstream battery prices at 0.29 - 0.30 CNY/W and module prices at 0.66 - 0.68 CNY/W [1]. Market Dynamics - Despite a strong willingness to maintain prices among silicon wafer manufacturers, weak procurement intentions from downstream battery and module companies persist, primarily focusing on depleting existing inventory - The overall operating rate in the industry has slightly increased, with two leading companies operating at 56% and 54%, while integrated companies operate between 56% and 80%, and other companies range from 54% to 80% [2]. - The market is expected to remain oversupplied as terminal demand enters a traditional off-season, but some silicon wafer manufacturers plan to reduce operating rates starting in November, which may gradually improve supply-demand dynamics [2]. Price Fluctuations - The highest and lowest prices for various silicon wafers are as follows: - N-type G10L silicon wafers: Highest price 1.35 CNY, Lowest price 1.32 CNY, Average price 1.32 CNY, with no fluctuation - N-type G12R silicon wafers: Highest price 1.36 CNY, Lowest price 1.33 CNY, Average price 1.34 CNY, with a fluctuation of -4.29% - N-type G12 silicon wafers: Highest price 1.70 CNY, Lowest price 1.65 CNY, Average price 1.66 CNY, with a fluctuation of -1.19% [3][4].
【安泰科】单晶硅片周评-需求偏弱成交清淡 硅片价格承压下行 （2025年10月30日）
中国有色金属工业协会硅业分会·2025-10-30 08:59