单位:元/片 据安泰科统计，本周硅片价格弱势运行。其中， N 型 G10L 单晶硅片 (182*183.75mm/130 μ m) 成交均价在 1.17 元 / 片，环比上周下跌 6.40% ； N 型 G12R 单晶硅片 (182*210mm/130 μ m) 成交均价在 1.2 元 / 片，环比上周下跌 4.00% ； N 型 G12 单晶硅片 (210*210 mm/130 μ m) 成交均价在 1.5 元 / 片，环比上周下跌 5.06% 。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 电池片主流价格 0.27-0.28 元 /W ，环比上周下跌 0.01 元 /W ，组件主流价格 0.66- 0.68 元 /W ，环比上周持平。 本周硅片价格重心继续下移，由于终端需求疲软，硅片市场整体下行压力持续。具体来 看，供应端：部分硅片企业在亏损压力下，已启动减产计划，行业供需关系有所改善，但是 低价货源明显增多。需求端：组件、电池开工降低，需求持续走弱，硅片库存小幅增加。目 前，上下游处于博弈状态，市场成交较为清淡。虽然头部企业在挺价稳价，但是市场成交价 格下探较为明显。据调研了 ...

Group 1 - The core viewpoint of the articles indicates that the silicon wafer prices remain stable this week, with no significant fluctuations observed in the market [1][2] - The average transaction prices for various types of N-type silicon wafers are as follows: N-type G10L at 1.2 yuan/piece, N-type G12R at 1.35 yuan/piece, and N-type G12 at 1.55 yuan/piece, all unchanged from the previous week [1][3] - The market sentiment is characterized by a cautious outlook, with weak trading activity and limited orders due to high raw material prices and the inability of the price increases to effectively transmit to the end component segment [1][2] Group 2 - Downstream battery prices remain stable, while component prices have slightly decreased, with mainstream battery prices at 0.28-0.29 yuan/W and component prices at 0.65-0.67 yuan/W [2] - The overall operating rates in the industry show no significant changes, with leading companies operating at rates of 50% and 46%, while integrated companies operate between 50%-80% [1] - Future price pressures on silicon wafers may arise if domestic component demand continues to be weak, compounded by the lack of export tax rebate policies and changes in overseas geopolitical situations [2]

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].

Core Viewpoint - The price of monocrystalline silicon wafers continues to rise, driven by increased raw material costs and higher downstream purchasing orders [1] Price Trends - Average prices for various specifications of silicon wafers have increased by approximately 0.1 yuan per piece this week [1] - The average transaction price for N-type G10L monocrystalline silicon wafers (182*183.75mm/130μm) is 1.2 yuan per piece, up 9.09% from last week [1] - The average transaction price for N-type G12R monocrystalline silicon wafers (182*210mm/130μm) is 1.35 yuan per piece, up 8.00% from last week [1] - The average transaction price for N-type G12 monocrystalline silicon wafers (210*210mm/130μm) is 1.55 yuan per piece, up 7.64% from last week [1] Market Outlook - Recent policies and industry self-discipline measures have positively influenced market sentiment, leading to effective price transmission from the silicon material end [1] - Silicon wafer manufacturers currently have a strong willingness to maintain prices, indicating an optimistic short-term market trend [1] - However, the prices of terminal components have not significantly increased, suggesting that the medium to long-term price trends for silicon wafers will depend on downstream acceptance levels [1]