Group 1 - The core viewpoint of the article indicates that silicon wafer prices continue to rise due to strong demand from downstream battery manufacturers and cost support from raw materials [1][2] - The average transaction price for N-type G10L monocrystalline silicon wafers is 1.31 yuan per piece, up 9.17% compared to the previous period; N-type G12R wafers are priced at 1.42 yuan, up 8.40%; and N-type G12 wafers at 1.66 yuan, up 9.21% [1][3] - The average mainstream price for battery cells is between 0.37-0.39 yuan/W, reflecting an 18.75% increase, while module prices remain stable at 0.66-0.68 yuan/W [1] Group 2 - Silicon wafer production decreased significantly in December, with a total output of 47.7 GW, down 14.2% from November, leading to reduced inventory levels [2] - The operating rates of major silicon wafer manufacturers are stable, with two leading companies operating at 50% and 48%, while integrated companies operate between 50%-70% [2] - Despite the strong pricing intentions from silicon wafer manufacturers, the terminal component prices have not followed the upward trend, and battery cell manufacturers are planning to reduce production to alleviate supply-demand pressure [2]
【安泰科】单晶硅片周评-市场情绪积极 硅片价格继续上行（2026年1月8日）
中国有色金属工业协会硅业分会·2026-01-08 13:22