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硅业分会:硅片供需暂无变化 市场持稳运行
Zhi Tong Cai Jing· 2025-10-09 11:32
价格根据 12 家企业 P型 M10 单晶硅片、N型 G10L 单晶硅片、N型 G12R 单晶硅片、P型 G 12 单晶硅片、N型 G12单晶硅片的季度产量占比,通过加权平均整理所得(参与价格统计的 1 2 家企业 2025年 2 季度产量占国内单晶硅片总产量的 92.77%) 均为含税价,波动根据前一 周价格比较所得。 " -- "表示本周 P 型硅片未成交 | 硅片现货价格(wafer) | | | | | | --- | --- | --- | --- | --- | | 项目 | 最高价 | 最低价 | म्येसि | 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 | 1.35 | 1.32 | 1.32 | 0% | | N 型 G12R 单晶硅片-182*210 mm /130um | 1.45 | 1.4 | 1.4 | 0% | | P 型 G12 单晶硅片-210*210 mm /150um | | | | 7 7 5 | | N 型 G12 ...
【安泰科】单晶硅片周评-上下游僵持博弈 硅片价格持稳运行(2025年9月25日)
Group 1 - The core viewpoint of the articles indicates that silicon wafer prices remain stable this week, with no significant fluctuations observed in various models [1][2] - N-type G10L silicon wafer (182*183.75mm/130μm) has an average transaction price of 1.32 yuan per piece, N-type G12R silicon wafer (182*210mm/130μm) at 1.40 yuan, and N-type G12 silicon wafer (210*210mm/130μm) at 1.68 yuan, all unchanged from last week [1][3] - The market is experiencing a wait-and-see sentiment with fewer orders for silicon wafers, influenced by rising upstream polysilicon prices, which have increased production costs for wafer manufacturers [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 recent rise in polysilicon prices, weak downstream demand is limiting the market's ability to accept price increases, particularly in the module segment, which is facing challenges in sales [2][4] - The overall operating rate in the industry has slightly increased, with leading companies operating at rates of 54% and 52%, while integrated companies range from 56% to 80% [1]
硅业分会:市场情绪高涨 单晶硅片价格继续上行
智通财经网· 2025-09-18 08:11
Core Insights - The price of silicon wafers continues to rise this week, driven by an increase in polysilicon prices and positive market sentiment [1][2] - The average transaction prices for various types of N-type silicon wafers have shown significant increases compared to the previous week [1][3] Price Trends - N-type G10L silicon wafer (182*183.75mm/130μm) average price is 1.32 CNY per piece, up 3.13% week-on-week - N-type G12R silicon wafer (182*210mm/130μm) average price is 1.40 CNY per piece, up 1.45% week-on-week - N-type G12 silicon wafer (210*210mm/130μm) average price is 1.68 CNY per piece, up 5.00% week-on-week [1][3] Supply and Demand Dynamics - On the supply side, the price of polysilicon continues to rise, leading silicon wafer manufacturers to be optimistic about future market conditions - On the demand side, overseas demand remains strong due to the impact of U.S. anti-dumping measures and expected domestic export tax rebate policies, resulting in a high volume of orders for battery cells [1][2] Production Capacity - The overall operating rate in the industry remains stable, with two leading companies operating at 52% and 50% capacity, while integrated companies operate between 54% and 80%, and other companies operate between 50% and 80% [1] Future Outlook - In the short term, the increase in polysilicon prices is expected to support current silicon wafer prices due to rising production costs and sustained overseas demand - In the medium term, the price trend of silicon wafers will depend on terminal demand and the acceptance of price increases by component manufacturers [2]
【安泰科】单晶硅片周评-市场情绪高涨 硅片价格继续上行(2025年9月18日)
Core Viewpoint - The price of silicon wafers continues to rise, driven by increasing polysilicon prices and strong demand from overseas markets, particularly in light of favorable policies and stable production rates in the industry [1][2]. Group 1: Silicon Wafer Prices - The average transaction price for N-type G10L monocrystalline silicon wafers (182*183.75mm/130μm) is 1.32 yuan per piece, up 3.13% week-on-week [1]. - The average transaction price for N-type G12R monocrystalline silicon wafers (182*210mm/130μm) is 1.40 yuan per piece, up 1.45% week-on-week [1]. - The average transaction price for N-type G12 monocrystalline silicon wafers (210*210mm/130μm) is 1.68 yuan per piece, up 5.00% week-on-week [1]. Group 2: Market Dynamics - The increase in silicon wafer prices is attributed to rising polysilicon prices, which have boosted market sentiment [1]. - On the supply side, the continuous rise in polysilicon prices has led silicon wafer manufacturers to be optimistic about future market conditions [1]. - On the demand side, the impact of U.S. anti-dumping measures and corresponding tariffs, along with expectations of domestic export tax rebate policies, has resulted in strong overseas demand and increased orders for battery cells [1]. Group 3: Production Rates - The overall operating rate in the industry remains stable, with two leading companies operating at rates of 52% and 50%, while integrated companies operate between 54% and 80% [1]. - Other companies have operating rates ranging from 50% to 80% [1]. Group 4: Battery and Module Prices - The mainstream price for battery cells is 0.29-0.30 yuan/W, reflecting a week-on-week increase of 0.01 yuan/W [2]. - The mainstream price for modules remains stable at 0.66-0.68 yuan/W, unchanged from the previous week [2]. - In the short term, the increase in polysilicon prices is expected to raise silicon wafer production costs, while sustained overseas demand supports current silicon wafer prices [2].
【安泰科】单晶硅片周评-原材料价格上行 带动硅片延续涨势(2025年9月4日)
Group 1 - The core viewpoint of the article indicates that silicon wafer prices continue to rise, driven by strong demand and increasing raw material costs [2][3] - N-type G10L silicon wafer average transaction price is 1.28 yuan/piece, up 2.40% week-on-week; N-type G12R at 1.38 yuan/piece, up 0.73%; and N-type G12 at 1.60 yuan/piece, up 1.91% [2][4] - The overall operating rate in the industry has slightly increased, with leading companies operating at 52% and 50%, while integrated companies range from 54% to 80% [2] Group 2 - Downstream battery prices remain stable compared to last week, with mainstream battery prices at 0.28-0.29 yuan/W and component prices slightly increasing to 0.66-0.68 yuan/W, up 0.01 yuan/W week-on-week [3] - If raw material polysilicon prices continue to rise, the demand for 183 silicon wafers is expected to lead the market; however, domestic terminal component demand has not shown significant recovery [3] - The price fluctuations of various silicon wafers are based on weighted averages from 12 companies, which account for 92.77% of the domestic monocrystalline silicon wafer production in Q2 2025 [5]
硅业分会:本周单晶硅片价格小幅探涨 成本端支撑下价格有望维持上行
智通财经网· 2025-08-28 07:49
Group 1 - The core viewpoint of the articles indicates that silicon wafer prices have slightly increased this week due to positive market sentiment, with various grades experiencing different levels of price hikes [1][2] - N-type G10L monocrystalline silicon wafer average transaction price is 1.25 yuan/piece, up 4.17% from last week; N-type G12R at 1.37 yuan/piece, up 1.48%; and N-type G12 at 1.57 yuan/piece, up 1.29% [1][3] - The supply side is influenced by rising polysilicon prices, leading manufacturers to have a bullish outlook and a strong willingness to raise prices [1][2] Group 2 - Downstream battery and module prices remained stable this week, with mainstream battery prices at 0.28-0.29 yuan/W and module prices at 0.65-0.67 yuan/W [2] - Future silicon wafer price trends will depend on the acceptance levels of downstream battery and module sectors; if wafer prices exceed expected psychological price points, high-priced transactions may be affected [2] - Despite weak terminal demand, the industry is in a supply-demand mismatch situation, but short-term support from high polysilicon prices suggests a low probability of significant price drops for silicon wafers [2] Group 3 - The overall operating rate in the industry remains stable compared to last week, with major companies operating at rates of 50% and 46%, while integrated companies operate between 50%-80% [1] - The data on silicon wafer prices is based on a weighted average from 12 companies, which accounted for 92.77% of the domestic monocrystalline silicon wafer total production in Q2 2025 [4] - The participating companies in the price statistics include major players such as JA Solar Technology, Trina Solar, and LONGi Green Energy [4]
【安泰科】单晶硅片周评-市场情绪相对积极 硅片价格小幅上行(2025年8月28日)
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]
【安泰科】单晶硅片周评-上下游僵持博弈 硅片价格持稳运行为主(2025年8月21日)
Core Viewpoint - The silicon wafer prices have remained stable this week, with no significant changes in the market despite positive sentiment from recent policy advancements. However, end-user demand has not shown a notable recovery, leading to a stalemate between supply and demand [1][2]. Group 1: Silicon Wafer Prices - The average transaction prices for N-type silicon wafers are as follows: G10L at 1.2 yuan/piece, G12R at 1.35 yuan/piece, and G12 at 1.55 yuan/piece, all remaining unchanged from the previous week [1][3]. - The overall market sentiment is positive due to policy advancements, but the acceptance of high-priced orders remains low due to weak end-user demand [1][2]. Group 2: Supply and Demand Dynamics - On the supply side, silicon wafer manufacturers are maintaining stable shipping rhythms and have a strong willingness to uphold or increase prices [1]. - On the demand side, the battery and module sectors are exhibiting a cautious attitude due to weak terminal demand, resulting in a subdued transaction atmosphere [1][2]. Group 3: Production Rates - The overall industry operating rate has remained stable, with two leading companies operating at 50% and 46%, while integrated companies are operating between 50% and 80% [1]. - Other companies are also operating within the range of 50% to 80% [1]. Group 4: Future Price Outlook - Looking ahead, some silicon wafer manufacturers have begun to slightly raise prices, with new market quotes indicating G10L at 1.25 yuan/piece, G12R at 1.4 yuan/piece, and G12 at 1.6 yuan/piece. The realization of these prices will depend on the acceptance levels from downstream battery and module sectors [2].
硅业分会:单晶硅片价格整体持稳运行 市场观望情绪较为浓厚
智通财经网· 2025-08-14 08:16
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]
【安泰科】单晶硅片周评-市场观望情绪浓厚 硅片价格相对稳定(2025年8月14日)
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].