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硅料价格涨势趋缓 终端需求低迷致产业链再度承压
Group 1 - The average transaction price for N-type polysilicon is 47,400 yuan/ton, with a week-on-week increase of 0.42% [1] - The average transaction price for N-type granular silicon is 44,500 yuan/ton, with a week-on-week increase of 0.45% [1] - Domestic polysilicon production is expected to reach 125,000 tons in August and around 140,000 tons in September, leading to an increase in inventory by over 50,000 tons [1] Group 2 - The current market for polysilicon is expected to stabilize in the short term, with prices nearing a temporary high point [2] - The average transaction prices for various silicon wafers remain stable, with 183N at 1.20 yuan/piece, 210RN at 1.35 yuan/piece, and 210N at 1.55 yuan/piece [2] - The demand for silicon wafers is weak, with limited acceptance of high prices by component manufacturers [2][3] Group 3 - The current situation indicates a potential downward trend in silicon wafer prices due to insufficient terminal demand and market observation [4] - The average transaction prices for battery cells remain stable, with 183N at 0.29 yuan/W, 210RN at 0.285 yuan/W, and 210N at 0.285 yuan/W [3] - The market for TOPCon components shows signs of weakening demand, with prices for new orders ranging from 0.65 yuan/W to 0.70 yuan/W [4]