业内人士分析，此次硅片涨价主因是上游硅料价格的上涨传导。根据中国有色金属工业协会硅业分会数据，本周多晶硅N型复投料和颗粒硅成交均价环比分 别上涨6.92%和6.27%，且多晶硅报价整体上调幅度更大，达25%～35%。硅业分会指出，硅料企业此前超过一年亏损运营，为避免低成本销售，选择一次性 提价至综合成本线以上清库存。 尽管上游成本上行，此次硅片涨价能否顺利传导至下游电池环节，仍充满不确定性。市场普遍担忧，国内光伏终端需求增速放缓，叠加7月电池片库存增 加、价格承压的背景，下游电池企业接受提价的能力有限。InfoLink此前预测电池片价格仍将下探，供需失衡和上下游博弈态势明显。 这一调价行动得到了一线及二三线硅片厂商的证实。行业咨询机构InfoLink在当天稍晚发布的价格信息中并未反映此次变动，其数据显示硅片均价仍呈下跌 趋势。 【环球网财经综合报道】光伏产业链近期风波再起。7月9日，多家硅片厂商突然宣布上调硅片报价，不同尺寸产品价格涨幅达8%至11.7%，引发市场关注。 183N硅片价格从0.9元/片涨至1元/片，210RN硅片从1.03元/片涨至1.15元/片，210N硅片从1.25元/片涨至1.35元/片 ...

Core Insights - The photovoltaic industry chain is facing price instability, with terminal demand needing to be boosted [1] Group 1: Silicon Procurement and Inventory - In the polysilicon segment, procurement is slowing down due to poor visibility of downstream orders in July, leading to a continued low willingness to stock up for the next month [1] - As of this week, silicon wafer inventory remains above 2 billion pieces, indicating a vacuum in terminal demand, making it difficult to prevent inventory levels from rising despite potential production cuts from leading specialized manufacturers next month [1] Group 2: Demand and Pricing Pressure - The demand for battery cells is also not optimistic, leading to cautious procurement of silicon wafers, with expectations of a loose supply-demand balance for silicon wafers in July [1] - The component segment is expected to see a continued decline in order demand, with significant reductions in orders from leading manufacturers, while second and third-tier manufacturers face poor order intake and generally low operating rates [1]

Group 1 - The photovoltaic industry chain prices continue to decline despite the ongoing 2025 SNEC photovoltaic exhibition, with multi-crystalline silicon prices dropping due to shrinking demand [1] - The average transaction price for N-type raw materials is 36,700 yuan/ton, down 2.13% week-on-week, while P-type multi-crystalline silicon averages 30,700 yuan/ton, down 1.92% [1] - The silicon industry association indicates that the price drop is primarily due to sales pressure on companies, with non-leading enterprises having sold out their low-priced inventory [1] Group 2 - Silicon wafer prices have also seen a slight decline, with N-type G10L single crystal silicon wafers averaging 0.93 yuan/piece, down 2.11% week-on-week [2] - The decline in silicon wafer prices is attributed to weak downstream demand and relaxed upstream supply, compounded by falling raw material prices [2] - The overall industry operating rate has slightly decreased to around 52%, with some leading companies operating at rates of 50% and 54% [2] Group 3 - The market's weak trend is expected to persist, with silicon wafer prices dependent on three key factors: inventory reduction progress, signs of terminal demand recovery, and stability of upstream silicon material prices [3] - N-type battery prices have also decreased, with 183N and 210N specifications averaging 0.245 yuan/W and 0.26 yuan/W respectively [3] - The current market demand uncertainty is high, with manufacturers facing unclear order conditions and potential low-price clearances in the spot market [3]

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 近期，国内多家主要电池企业上市公司公布一季度业绩报告。 宁德时代 2025 年 Q1 营业收入 847 亿元，同比增长 6.18% ；归母净利润 140 亿元，同比增长 32.85% 。 亿纬锂能 2025 年 Q1 营业收入 128 亿元，同比增长 37.34% ；归母净利润 11 亿元，同比增长 3.32% 。 国轩高科 2025 年 Q1 营业收入 90.6 亿元，同比增长 20.61% ；归母净利润 1 亿元，同比增长 45.55% 。 整体上看，上述三家主要电池企业一季度营收和净利润均实现了正增长，宁德时代营收增速有所放缓，但是净利润增长表现出色；亿纬锂能净利润表 现平稳，营收增速较快；国轩高科在营收和净利润上都 ...