Core Viewpoint - The price of silicon wafers continues to decline due to weak terminal demand, coupled with ample supply and high inventory levels, leading to a bearish market outlook [1] Group 1: Market Dynamics - The primary reason for the continued decline in silicon wafer prices is weak terminal demand and a relaxed supply environment [1] - Despite leading companies maintaining prices, some second and third-tier companies are selling at lower prices due to cash flow needs and product quality issues [1] - The downstream market shows a strong resistance to high-priced silicon wafers in the context of low-priced alternatives and weak terminal demand [1] Group 2: Product Specifics - P-type silicon wafers are considered customized products, and there have been no large-scale transactions this week [1]

Group 1 - The core viewpoint of the articles indicates that silicon wafer prices continue to decline due to weak terminal demand and ample supply, leading to a bearish market sentiment [1][2] - The average transaction prices for N-type silicon wafers have decreased, with G10L at 0.95 yuan/piece (down 5.94% week-on-week), G12R at 1.10 yuan/piece (down 1.79%), and G12 at 1.30 yuan/piece (down 3.70%) [1] - The overall industry operating rate has slightly decreased to around 55%, with major integrated companies operating between 58% and 80% [1] Group 2 - Downstream battery and module prices have also seen a slight decline, with module prices at 0.66-0.67 yuan/W (down 0.01 yuan/W) and battery prices at 0.26-0.27 yuan/W (down 0.01 yuan/W) [2] - Despite the ongoing price pressure on silicon wafers due to declining battery prices and weak terminal demand, the future price drop potential is limited as current spot prices are below the production costs for most companies [2]