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【安泰科】单晶硅片周评-下游需求疲软 硅片排产降低 (2025年11月6日)
中国有色金属工业协会硅业分会· 2025-11-06 10:58
据安泰科统计,本周硅片价格呈弱势维稳状态。其中, N 型 G10L 单晶硅片 (182*183.75mm/130 μ m) 成交均价在 1.31 元 / 片,环比上周下跌 0.76% ; N 型 G12R 单晶硅片 (182*210mm/130 μ m) 成交均价在 1.33 元 / 片,环比上周下跌 0.75% ; N 型 G12 单晶硅片 (210*210 mm/130 μ m) 成交均价在 1.65 元 / 片,环比上周下跌 0.60% 。据调研了解,本周下游电池价格较上周小幅下跌,组件价格较上周持稳运行,其中 部分电池片跌破 0.3 元 /W 关口,主流价格 0.28-0.30 元 /W ,组件主流价格 0.66-0.68 元 /W ,环比上周持平。 由于下游需求较为疲软,本周硅片价格延续小幅下跌态势。具体来看,终端装机进入传统 淡季,下游对硅片需求较为疲软,市场对后市硅片价格看跌气氛偏浓,相关采购意愿偏低, 导致硅片成交清淡,各硅片厂商出货压力较大。另外,部分厂商和贸易商为确保现金稳健, 开始低价抛售硅片,进一步加剧了市场压力,这一系列因素导致本周硅片整体成交价格重心 继续下行。据调研了解,本周行业 ...
硅业分会:单晶硅需求偏弱成交清淡 硅片价格承压下行
智通财经网· 2025-10-30 09:13
| 硅片现货价格(wafer) | | | | | | --- | --- | --- | --- | --- | | 项目 | 最高价 | 最低价 | मश्री | 波动% | | P 型 M10 单晶硅片 -182*182 mm /150µm | | | | | | N 型 G10L 单晶硅片-182*183.75 mm /130μm | 1.35 | 1.32 | 1.32 | O dee | | N 型 G12R 单晶硅片 -182*210 mm /130μm | 1.36 | 1.33 | 1.34 | -4.29% | | P 型 G12 单晶硅片-210*210 mm /150μm | | | | | | N 型 G12 单晶硅片-210*210 mm /130µm | 1.7 | 1.65 | 1.66 | -1.19% | 单位:元/片 更新日期:2025-10-30 价格根据 12 家企业 P 型 M10 单晶硅片、N 型 G10L 单晶硅片、N 型 G12R 单晶硅片、P 型 G 12 单晶硅片、N型G12 单晶硅片的季度产量占比,通过加权平均整理所得(参与价格统计的 1 2 家企业 ...
硅业分会:市场成交清淡 单晶硅片价格维持平稳
智通财经网· 2025-10-23 09:23
Core Insights - The silicon wafer prices remain stable with no significant changes compared to the previous week, indicating a balanced market despite weak domestic demand [1][2] - The overall operating rates of the industry have not changed significantly, with major companies operating at rates between 52% and 80% [1][2] - The outlook for the fourth quarter shows a slightly pessimistic demand for terminal components, but medium to long-term market expectations remain optimistic due to potential supply adjustments [2] Price Summary - N-type G10L silicon wafer (182*183.75mm/130μm) average transaction price is 1.32 CNY per piece [1][3] - N-type G12R silicon wafer (182*210mm/130μm) average transaction price is 1.40 CNY per piece [1][3] - N-type G12 silicon wafer (210*210mm/130μm) average transaction price is 1.68 CNY per piece [1][3] Market Dynamics - Domestic demand is currently weak, with downstream component and battery manufacturers showing low purchasing intentions [1][2] - Despite some companies reducing prices to lower inventory, most silicon wafer manufacturers are maintaining their prices due to cost support from stable polysilicon prices [1][2] - The downstream battery and component prices remain stable, with mainstream battery prices at 0.29-0.30 CNY/W and component prices at 0.66-0.68 CNY/W [1]