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硅业分会:市场情绪积极,本周单晶硅片小幅探涨
Di Yi Cai Jing· 2025-12-18 08:48
中国有色金属工业协会硅业分会消息,据安泰科统计,本周单晶硅片价格小幅探涨。其中,N型G10L 单晶硅片(182*183.75mm/130μm)成交均价在1.17元/片,环比上周上涨0.86%;N型G12R单晶硅片 (182*210mm/130μm)成交均价在1.2元/片,环比上周上涨0.84%;N型G12单晶硅片(210*210 mm/130μm) 成交均价在1.5元/片,环比上周上涨0.67%。据调研了解,本周下游电池价格较上周小幅上涨,组件价 格较上周持稳运行,其中电池片主流价格0.28-0.30元/W,环比上周上涨7.1%,组件主流价格0.66-0.68 元/W,环比上周持平。由于硅片市场有回暖迹象,本周多数硅片企业已计划陆续上调新一轮硅片报 价,部分企业甚至选择暂停发货,观望后续硅片价格走势。展望后市,硅片价格走势取决于终端需求回 暖情况。虽然下游需求一般,但是在减产陆续落实的情况下,短期内硅片市场有望以平稳运行为主。 ...
【安泰科】单晶硅片周评-市场情绪积极 硅片小幅探涨(2025年12月18日)
Core Viewpoint - The silicon wafer prices have shown a slight increase this week, driven by various factors including stable raw material costs, rising demand for battery cells, and reduced production rates among manufacturers [1][2]. Price Trends - N-type G10L silicon wafer average price is 1.17 yuan per piece, up 0.86% week-on-week - N-type G12R silicon wafer average price is 1.20 yuan per piece, up 0.84% week-on-week - N-type G12 silicon wafer average price is 1.50 yuan per piece, up 0.67% week-on-week - Mainstream battery cell prices are between 0.28-0.30 yuan/W, up 7.1% week-on-week, while module prices remain stable at 0.66-0.68 yuan/W [1][3]. Market Influences - Cost support from stable polysilicon prices has positively impacted wafer manufacturers - Rising silver prices for battery cells have led to an increase in battery cell prices, creating upward price expectations for silicon wafers - A decrease in production rates among silicon wafer manufacturers has contributed to a more positive market sentiment [2]. Production Rates - Overall industry operating rates have decreased by 5% week-on-week - Major manufacturers are operating at 50% and 48% capacity, while integrated companies are operating between 50%-70% - Other manufacturers are operating at 50%-72% capacity [2]. Future Outlook - Many silicon wafer companies plan to raise prices for the next round of silicon wafers, with some choosing to pause shipments to observe future price trends - The price trajectory of silicon wafers will largely depend on the recovery of end-user demand, with expectations for stable operations in the short term despite general downstream demand [2].