单晶硅片价格走势

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【安泰科】单晶硅片周评-市场观望情绪浓厚 硅片价格相对稳定(2025年8月14日)
中国有色金属工业协会硅业分会· 2025-08-14 08:06
Core Viewpoint - The silicon wafer market remains stable with no significant price fluctuations this week, as both supply and demand sides exhibit cautious behavior [1][2]. Group 1: Silicon Wafer Prices - N-type G10L monocrystalline silicon wafer (182*183.75mm/130μm) average transaction price is 1.2 yuan per piece, unchanged from last week [1]. - N-type G12R monocrystalline silicon wafer (182*210mm/130μm) average transaction price is 1.35 yuan per piece, unchanged from last week [1]. - N-type G12 monocrystalline silicon wafer (210*210mm/130μm) average transaction price is 1.55 yuan per piece, unchanged from last week [1]. - The overall market transaction volume is weak, with increased negotiation between buyers and sellers, leading to fewer purchasing orders [1][2]. Group 2: Market Dynamics - On the supply side, silicon wafer manufacturers are maintaining prices due to high raw material costs and a strong pricing stance [1]. - On the demand side, despite recent price increases in silicon materials and wafers, the price trend has not effectively transmitted to the terminal component segment, limiting acceptance of high-priced wafers [1]. - The export demand for batteries is beginning to decline due to the lack of implementation of export tax rebate policies and previous large-scale overseas order stockpiling [1][2]. Group 3: Production Rates - The overall industry operating rate shows no significant changes, with two leading companies operating at 50% and 46% respectively, while integrated companies operate between 50%-80% [1].