【安泰科】单晶硅片周评-需求偏弱 硅片价格重心下移（2026年1月29日）

Core Viewpoint - The article highlights a downward trend in silicon wafer prices due to weak downstream demand and a lack of market activity, with expectations for continued weakness in the short term as the Chinese New Year approaches [1][2]. Price Trends - N-type G10L monocrystalline silicon wafer (182183.75mm/130μm) average transaction price is 1.26 yuan/piece, down 3.82% week-on-week [1][3]. - N-type G12R monocrystalline silicon wafer (182210mm/130μm) average transaction price is 1.32 yuan/piece, down 7.04% week-on-week [1][3]. - N-type G12 monocrystalline silicon wafer (210*210mm/130μm) average transaction price is 1.52 yuan/piece, down 8.43% week-on-week [1][3]. Demand and Supply Analysis - Weak downstream demand is attributed to terminal users' reluctance to accept high prices for components and batteries, leading to low purchasing intentions [2]. - The approach of the Chinese New Year has resulted in reduced operational rates in the industry, with major companies operating at 50% and 48% capacity, and integrated companies between 50%-70% [2]. - Silicon wafer prices are being lowered by suppliers under inventory pressure to stimulate transactions [2]. Market Outlook - The market is expected to remain weak in the short term due to the traditional off-season in the first quarter and the upcoming holiday [2]. - Post-holiday, there may be a potential recovery in the silicon wafer market if downstream component replenishment demand is released and prices of commodities like silver adjust [2].