本周下游电池价格继续上涨，组件价格相对平稳，其中电池片主流价格0.28-0.29元/W，环比上涨0.02 元/W;组件主流价格0.66-0.67元/W，相对稳定。展望后市，近期政策、行业自律等组合拳有效落实，带 动市场情绪较为积极，硅料端的价格传导已经初见成效，硅片厂商目前挺价意愿强烈，短期内市场呈乐 观走势。但是，终端组件价格并未明显大幅上涨。因此，后续中长期硅片走势仍将落点于下游接受程 度。 | 硅片现货价格(wafer) | | | | | | --- | --- | --- | --- | --- | | 项目 | 最高价 | 最低价 | मश्रीस | 波动% | | P 型 M10 单晶硅片 -182*182 mm /150um | | | | | | N 型 G10L 单晶硅片-182*183.75 mm /130pm | 1.2 | 1.2 | 1.2 | 9.09% | | N 型 G12R 单晶硅片 -182*210 mm /130μm | 1.35 | 1.3 | 1.35 | 8.00% | | P 型 G12 单晶硅片-210*210 mm /150um | | | | | | N ...

（文章来源：第一财经） 据中国有色金属工业协会硅业分会，本周硅片价格延续涨势，各规格价格平均上涨约0.1元/片。其中， N型G10L单晶硅片(182*183.75mm/130μm)成交均价在1.2元/片，环比上周上涨9.09%；N型G12R单晶硅 片(182*210mm/130μm)成交均价在1.35元/片，环比上周上涨8.00%；N型G12单晶硅片(210*210 mm/130μm)成交均价在1.55元/片，环比上周上涨7.64%。原料价格上涨带动成本增加以及下游采买订单 增加是本周硅片价格延续涨势主要原因。 ...

Core Viewpoint - The price of silicon wafers continues to rise due to positive market sentiment driven by supply constraints and increased demand from downstream battery manufacturers [1][2] Group 1: Silicon Wafer Prices - The average transaction price for N-type G10L monocrystalline silicon wafers (182*183.75mm/130 μm) is 1.1 yuan per piece, up 4.76% week-on-week [1] - The average transaction price for N-type G12R monocrystalline silicon wafers (182*210mm/130 μm) is 1.25 yuan per piece, up 8.70% week-on-week [1] - The average transaction price for N-type G12 monocrystalline silicon wafers (210*210mm/130 μm) is 1.44 yuan per piece, up 6.67% week-on-week [1] Group 2: Market Dynamics - The increase in silicon wafer prices is attributed to rising raw material prices for polysilicon, leading manufacturers to raise prices amid increased costs [1] - A slight decrease in market supply is noted as wafer manufacturers begin to implement production cut plans [1] - Downstream battery manufacturers are starting to accept price increases for silicon wafers, resulting in an increase in purchasing orders [1] Group 3: Production and Capacity - The overall operating rate in the industry remains stable compared to last week, with two leading companies operating at 50% and 40% capacity [1] - Integrated companies are operating at 50%-80% capacity, while other companies are also in the 50%-80% range [1] Group 4: Downstream Price Movements - The mainstream price for battery cells is 0.26-0.27 yuan/W, up 0.02 yuan/W week-on-week [2] - The mainstream price for components is 0.66-0.67 yuan/W, up 0.01 yuan/W week-on-week [2] - Future trends in silicon wafer prices will largely depend on how much downstream components can absorb the increased costs [2]

（张博） 本周硅片价格保持上行态势，其中 N 型 G10L 单晶硅片 (182*183.75mm/130 μ m/256mm) 成交均价 在 1.20 元 / 片，周环比涨幅 0.84% ； N 型 G12R 单晶硅片 (182*210mm/130 μ m) 成交均价在 1.45 元 / 片， 周环比涨幅 3.57% ； N 型 G12 单晶硅片 (210*210 mm/150 μ m) 成交均价在 1.55 元 / 片，环比持 平。本周下游电池需求火热，硅片采买订单较多，市场成交活跃，硅片企业纷纷提价涨价，各型号硅片 价格有不同程度上涨幅度。 本周硅片价格再次上行，主要原因还是终端抢装机潮的刺激。政策规定下，为保障收益，分布式装 机项目在 430/531 节点 快速并网需求急剧增加。另外， 210RN 硅片价格涨幅较大而 G10L 硅片价格涨 幅较小，主要是下游 210RN 电池需求较大， G10L 电池需求相对较小。据调研了解，目前硅片环节受 下游电池片旺盛需求，各工厂前期库存基本消耗殆尽，短期内市场呈现供不应求局面。同时，各企业开 工积极性较高。据统计，本周行业整体开工率在 56%-58% ，两家一线企 ...