"--"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 ...

| 硅片现货价格(wafer) | | | | | | --- | --- | --- | --- | --- | | 项目 | 最高价 | 最低价 | म्ह्येस्थ | 波动% | | P 型 M10 单晶硅片 -182*182 mm /150µm | | | | | | N 型 G10L 单晶硅片-182*183.75 mm /130μm | 1.3 | 1.28 | 1.28 | -2.29% | | N 型 G12R 单晶硅片 - 182*210 mm /130μm | 1.3 | 1.25 | 1.26 | -5.26% | | P 型 G12 单晶硅片-210*210 mm /150µm | | | | | | N 型 G12 单晶硅片-210*210 mm /130μm | 1.65 | 1.6 | 1.6 | -3.03% | 本周参与价格统计企业名单： 单位:元/片 更新日期:2025-11-13 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 ...

据安泰科统计，本周硅片价格呈弱势维稳状态。其中， N 型 G10L 单晶硅片 (182*183.75mm/130 μ m) 成交均价在 1.31 元 / 片，环比上周下跌 0.76% ； N 型 G12R 单晶硅片 (182*210mm/130 μ m) 成交均价在 1.33 元 / 片，环比上周下跌 0.75% ； N 型 G12 单晶硅片 (210*210 mm/130 μ m) 成交均价在 1.65 元 / 片，环比上周下跌 0.60% 。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 部分电池片跌破 0.3 元 /W 关口，主流价格 0.28-0.30 元 /W ，组件主流价格 0.66-0.68 元 /W ，环比上周持平。 由于下游需求较为疲软，本周硅片价格延续小幅下跌态势。具体来看，终端装机进入传统 淡季，下游对硅片需求较为疲软，市场对后市硅片价格看跌气氛偏浓，相关采购意愿偏低， 导致硅片成交清淡，各硅片厂商出货压力较大。另外，部分厂商和贸易商为确保现金稳健， 开始低价抛售硅片，进一步加剧了市场压力，这一系列因素导致本周硅片整体成交价格重心 继续下行。据调研了解，本周行业 ...

智通财经APP获悉，11月6日，硅业分会发布单晶硅片周评。由于下游需求较为疲软，本周硅片价格延 续小幅下跌态势。具体来看，终端装机进入传统淡季，下游对硅片需求较为疲软，市场对后市硅片价格 看跌气氛偏浓，相关采购意愿偏低，导致硅片成交清淡，各硅片厂商出货压力较大。另外，部分厂商和 贸易商为确保现金稳健，开始低价抛售硅片，进一步加剧了市场压力，这一系列因素导致本周硅片整体 成交价格重心继续下行。据调研了解，本周行业整体开工率较上周暂无明显变化，其中两家一线企业开 工率在56%和54%，一体化企业开工率在56%-80%之间，其余企业开工在54%-80%之间。 据安泰科统计，本周硅片价格呈弱势维稳状态。其中，N型G10L单晶硅片(182*183.75mm/130μm)成交 均价在1.31元/片，环比上周下跌0.76%；N型G12R单晶硅片(182*210mm/130μm)成交均价在1.33元/片， 环比上周下跌0.75%；N型G12单晶硅片(210*210 mm/130μm)成交均价在1.65元/片，环比上周下跌 0.60%。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，其中部分电池片 跌破0. ...

| 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 /150µm | | | | | | N 型 G10L 单晶硅片-182*183.75 mm /130μm | 1.35 | 1.32 | 1.32 | O dee | | N 型 G12R 单晶硅片 -182*210 mm /130μm | 1.36 | 1.33 | 1.34 | -4.29% | | P 型 G12 单晶硅片-210*210 mm /150μm | | | | | | N 型 G12 单晶硅片-210*210 mm /130µm | 1.7 | 1.65 | 1.66 | -1.19% | 单位:元/片 更新日期:2025-10-30 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 ...

Core Viewpoint - The silicon wafer market is currently stable, with prices showing no significant changes week-on-week, despite weak domestic demand and a strong willingness among manufacturers to maintain prices due to cost support from stable polysilicon prices [1][2]. Group 1: Current Market Conditions - The average transaction prices for various types of N-type silicon wafers are as follows: G10L at 1.32 CNY/piece, G12R at 1.40 CNY/piece, and G12 at 1.68 CNY/piece, with no significant changes compared to the previous week [1]. - The overall operating rates in the industry remain stable, with leading companies operating at 54% and 52%, while integrated companies operate between 56% and 80% [1]. - Downstream battery and module prices are stable, with mainstream battery prices at 0.29-0.30 CNY/W and module prices at 0.66-0.68 CNY/W, unchanged from the previous week [1]. Group 2: Future Market Outlook - The demand for terminal components in the fourth quarter appears pessimistic, putting pressure on silicon wafer companies, leading to a weak consolidation in the short term [2]. - However, as upstream polysilicon and silicon wafer companies implement maintenance and production reduction plans, the supply-demand relationship is expected to improve, leading to a more optimistic medium to long-term market outlook [2].

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]

Core Insights - The price of silicon wafers has remained stable post-holiday, with N-type G10L wafers priced at 1.32 CNY per piece, N-type G12R at 1.40 CNY, and N-type G12 at 1.68 CNY, showing no significant changes compared to pre-holiday prices [1][4] - In August, the newly installed photovoltaic capacity was 7.36 GW, a 36.77% decrease month-on-month, indicating weaker-than-expected domestic demand [1] - The production of silicon wafers in September was approximately 57.98 GW, a 3.35% increase month-on-month, aligning with downstream battery demand [1] Demand Side - The demand for photovoltaic products has not met expectations, leading component manufacturers to prioritize depleting existing inventory [1] - There are no signs of significant demand recovery in the short term, with expectations of slight supply increases, which may lead to continued inventory accumulation [2] Supply Side - The production cost of silicon wafers is supported by rising polysilicon prices, which have been increasing, thereby providing some stability to market prices despite weaker demand [1] - The overall operating rates in the industry have not changed significantly post-holiday, with major companies operating at rates of 54% and 52%, while integrated companies range from 56% to 80% [1] Price Stability - Downstream battery and module prices have remained stable, with mainstream battery prices at 0.29-0.30 CNY/W and module prices at 0.66-0.68 CNY/W, unchanged from the previous week [2] - The expectation is that downstream and terminal companies will gradually accept price increases from upstream due to rising costs and supply discipline [2]

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]