"--"表示本周 P 型硅片未成交 本周参与价格统计企业名单： 智通财经APP获悉，据安泰科统计，本周硅片价格承压运行。其中，N型G10L单晶硅片 (182*183.75mm/130μm)成交均价在1.25元/片，环比上周下跌2.34%；N型G12R单晶硅片 (182*210mm/130μm)成交均价在1.25元/片，环比上周下跌0.79%；N型G12单晶硅片(210*210 mm/130μm)成 交均价在1.58元/片，环比上周下跌1.25%。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0.27-0.29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。 本周硅片价格延续下滑，但跌幅有所收窄。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，行业供应有望下降。需求端：国内终端装机不及预期，叠加海外需求疲软，对硅片采购意愿较低， 硅片企业出货节奏缓慢。目前，一线头部企业仍在挺价，但二三线企业为缓解库存压力低价出货，硅片整 体成交氛围冷清，市场博弈仍在持续。据调研了解，本周行业整体开工率小幅下降，其中两家一线企业开 ...

| 硅片现货价格(wafer) | | | | | | --- | --- | --- | --- | --- | | 项目 | 最高价 | 最低价 | मश्री | 波动% | | P 型 M10 单晶硅片 -182*182 mm /150um | | | | --- | | N 型 G10L 单晶硅片-182*183.75 mm /130μm | 1.3 | 1.2 | 1.25 | -2.34% | | N 型 G12R 单晶硅片 -182*210 mm /130μm | 1.3 | 1.22 | 1.25 | -0.79% | | P 型 G12 单晶硅片-210*210 mm /150um | --- | | | | | N 型 G12 单晶硅片-210*210 mm /130µm | 1.6 | 1.56 | 1.58 | -1.25% | | 单位:元/片 | | | 更新日期: 2025-11-20 | | 据安泰科统计，本周硅片价格承压运行。其中， N 型 G10L 单晶硅片 (182*183.75mm/130 μ m) 成交均价在 1.25 元 / 片，环比上周下跌 2.34% ； N ...

Group 1 - The core viewpoint of the articles indicates that the silicon wafer prices have remained stable this week, with no significant changes 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 1.32 yuan/piece, N-type G12R at 1.40 yuan/piece, and N-type G12 at 1.68 yuan/piece, all showing no week-on-week change [1][3] - The market sentiment is characterized by a wait-and-see approach, with weak domestic demand and a focus on consuming existing inventory in the components and battery segments [1][2] Group 2 - Downstream battery and module prices have also remained stable, with mainstream battery prices at 0.29-0.30 yuan/W and module prices at 0.66-0.68 yuan/W, unchanged from the previous week [2] - Despite the weak demand and inventory pressure in the silicon wafer market, there are positive trends in demand due to anti-dumping tariff news from India and export tax rebate policies in China [2] - The overall operating rates in the industry have remained stable, with major companies operating at rates of 54% and 52%, while integrated companies operate between 56%-80% [1]

Group 1 - The core viewpoint of the articles indicates that silicon wafer prices continue to rise, driven by increasing polysilicon prices and positive market sentiment [1][2] - The average transaction prices for various types of N-type monocrystalline silicon wafers have increased: G10L at 1.32 CNY/piece (up 3.13%), G12R at 1.40 CNY/piece (up 1.45%), and G12 at 1.68 CNY/piece (up 5.00%) [1] - The overall operating rates in the industry remain stable, with leading companies operating at 52% and 50%, while integrated companies operate between 54% and 80% [1] Group 2 - Downstream battery prices have increased slightly, with mainstream prices at 0.29 CNY/W to 0.30 CNY/W (up 0.01 CNY/W), while module prices remain stable at 0.66 CNY/W to 0.68 CNY/W [2] - The short-term outlook suggests that rising polysilicon prices will increase silicon wafer production costs, but sustained overseas demand will support current silicon wafer prices [2] - The medium-term price trend for silicon wafers will depend on end-user demand and the acceptance of price increases by module manufacturers [2]

Group 1 - The core viewpoint of the articles indicates a slight increase in silicon wafer prices this week, driven by positive market sentiment and rising raw material costs [2][3] - N-type G10L silicon wafer average price is 1.25 yuan/piece, up 4.17% week-on-week; N-type G12R at 1.37 yuan/piece, up 1.48%; and N-type G12 at 1.57 yuan/piece, up 1.29% [2][4] - The overall operating rate in the industry remains stable, with major companies operating at 50% and 46%, while integrated companies operate between 50%-80% [2] Group 2 - Downstream battery and module prices remain stable, with mainstream battery prices at 0.28-0.29 yuan/W and module prices at 0.65-0.67 yuan/W [3] - Future silicon wafer price trends will depend on the acceptance levels of downstream battery and module sectors; if prices exceed expected psychological thresholds, high-price transactions may be affected [3] - Despite weak terminal demand, the cost support from high polysilicon prices suggests a low probability of significant price drops for silicon wafers, with expectations for slight upward fluctuations [3]

Price Stability - The prices of monocrystalline silicon wafers have stabilized this week, with N-type G10L wafers priced at 1.2 yuan/piece, N-type G12R wafers at 1.35 yuan/piece, and N-type G12 wafers at 1.55 yuan/piece, all remaining unchanged from last week [1][2][3]. Market Dynamics - The silicon wafer market is currently in a stalemate phase, with downstream demand decreasing due to sensitivity to cost changes and a halt in battery inventory accumulation, leading to reduced procurement needs [1][2]. - On the supply side, manufacturers are reluctant to lower prices due to stable silicon material prices and low wafer inventory, indicating a strong willingness to maintain prices [1]. Production Rates - The overall industry operating rate remains stable, with two leading companies operating at 50% and 46%, while integrated companies operate between 50% and 80%, and other companies also range from 50% to 80% [1]. Future Outlook - The market sentiment is increasingly cautious, with expectations of short-term price fluctuations in the silicon wafer market, influenced mainly by downstream component market demand and battery purchasing rhythms [2].

Group 1 - The core viewpoint of the article indicates that the silicon wafer prices have stabilized this week, with no significant changes observed in the market [1][2] - The average transaction prices for N-type G10L, G12R, and G12 silicon wafers are 1.2 yuan, 1.35 yuan, and 1.55 yuan per piece respectively, all remaining unchanged from the previous week [1][3] - The market is currently in a stalemate phase, with downstream demand decreasing due to sensitivity to cost changes and a pause in battery stocking, while upstream suppliers are reluctant to lower prices due to stable silicon material prices and low inventory [1][2] Group 2 - Downstream battery and component prices have also remained stable, with mainstream battery prices at 0.28-0.29 yuan/W and component prices at 0.66-0.67 yuan/W [2] - The overall operating rate in the industry is stable, with leading companies operating at rates of 50% and 46%, while integrated companies operate between 50%-80% [1] - The market sentiment is increasingly cautious, with expectations of short-term price fluctuations and long-term price trends influenced by terminal component market demand and downstream battery purchasing rhythms [2]

Core Viewpoint - The silicon wafer prices have stabilized this week, with no significant recovery in downstream demand for photovoltaic products, while upstream silicon material prices are increasing, leading to a more positive market sentiment [1][2]. Group 1: Silicon Wafer Prices - This week, the average transaction prices for N-type G10L, G12R, and G12 silicon wafers remained stable at 0.86 CNY/piece, 1.00 CNY/piece, and 1.19 CNY/piece respectively, unchanged from last week [1]. - Despite the lack of large-scale recovery in domestic photovoltaic market demand, silicon material companies have begun to raise their prices, shifting market sentiment from negative to more positive [1]. - The highest quoted prices for N-type G10L, G12R, and G12 silicon wafers are currently 1.00 CNY/piece, 1.15 CNY/piece, and 1.35 CNY/piece respectively, although downstream battery companies remain cautious, resulting in a sluggish market transaction volume [1]. Group 2: Downstream Battery and Component Prices - Downstream battery and component prices have remained stable, with mainstream battery prices at 0.23-0.24 CNY/W and component prices at 0.65-0.66 CNY/W, both unchanged from last week [2]. - The future trend of silicon wafer prices will depend on the cost changes driven by upstream silicon material prices and the negotiations between downstream battery and silicon wafer manufacturers [2]. - If the actual transaction prices of silicon materials continue to rise, and if silicon wafer manufacturers reduce their production while downstream companies accept price increases, silicon wafer prices may stop declining and see a slight increase [2].

Group 1 - The price of silicon wafers has stabilized this week, with N-type G10L monocrystalline silicon wafers priced at 0.95 yuan per piece, N-type G12R at 1.10 yuan, and N-type G12 at 1.30 yuan, all remaining unchanged from last week [1] - The stabilization of silicon wafer prices is attributed to improved market sentiment and a relatively stable supply-demand relationship, with increased purchasing orders from downstream due to the recent price drop [1] - The overall operating rate in the industry is around 55%, with major integrated companies operating at rates between 56% and 80%, and silicon wafer inventory has decreased to about 10 days of usage [1] Group 2 - Downstream prices for batteries and modules remain stable, with mainstream module prices at 0.66-0.67 yuan per watt and battery prices at 0.26-0.27 yuan per watt [2] - The overall photovoltaic industry is still in an adjustment phase, and the fluctuation of silicon material and battery prices is a significant factor affecting silicon wafer price trends [2] - If silicon material and battery prices stabilize in the future, silicon wafer prices are expected to follow suit [2]

Core Viewpoint - The price of silicon wafers continues to decline due to weak terminal demand, ample supply, and high inventory levels, leading to a bearish market sentiment [2] Group 1: Silicon Wafer Prices - The average transaction price for N-type G10L monocrystalline silicon wafers is 0.95 yuan/piece, down 5.94% week-on-week [1] - The average transaction price for N-type G12R monocrystalline silicon wafers is 1.10 yuan/piece, down 1.79% week-on-week [1] - The average transaction price for N-type G12 monocrystalline silicon wafers is 1.30 yuan/piece, down 3.70% week-on-week [1] Group 2: Market Conditions - The overall industry operating rate has slightly decreased to around 55%, with leading companies operating at 55% and 56%, and integrated companies operating between 58% and 80% [2] - The latest production plan indicates a 2% month-on-month reduction in silicon wafer output for May [2] - Downstream battery and module prices have slightly decreased, 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, also down 0.01 yuan/W [2] Group 3: Future Outlook - Despite the continuous decline in battery prices and weak terminal demand putting pressure on silicon wafer prices, the current low operating rates suggest limited downward price potential as spot prices are below the production costs for most companies [2]