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【安泰科】单晶硅片周评-企业计划减产挺价 硅片价格有望触底企稳(2025年7月3日)
Group 1 - The price of silicon wafers continues to decline, with N-type G10L wafers averaging 0.86 yuan per piece, down 3.37% week-on-week; N-type G12R wafers at 1.00 yuan, down 1.96%; and N-type G12 wafers at 1.19 yuan, down 3.25% [1] - The main reasons for the decline in silicon wafer prices are weak demand and price pressure from downstream battery manufacturers, leading to slow procurement of silicon wafers [1] - The overall operating rate in the industry has slightly decreased, with leading companies operating at 50% and 52%, while integrated companies are operating between 50%-80% [1] Group 2 - Downstream battery and module prices have also slightly decreased, with mainstream battery prices at 0.23-0.24 yuan/W, down 0.01 yuan/W, and module prices at 0.65-0.66 yuan/W, also down 0.01 yuan/W [2] - Recent policy meetings have emphasized the need to regulate low-price competition and encourage companies to improve product quality, aiming to phase out outdated production capacity [2] - There is a strong willingness among silicon wafer manufacturers to maintain prices as current wafer prices are below the cash costs of most producers, and major manufacturers plan to reduce operating rates by about 40% starting in July [2]