| 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 ...

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]

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]

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]

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 articles indicates that silicon wafer prices are under slight downward pressure due to weak terminal demand and significant declines in raw material prices, particularly polysilicon [1][2] - The average transaction prices for N-type silicon wafers have decreased slightly: G10L at 0.90 yuan per piece (down 3.23%), G12R at 1.04 yuan per piece (down 1.89%), and G12 at 1.25 yuan per piece (down 0.79%) [1][3] - The overall operating rates in the industry remain relatively stable, with major companies operating at rates between 50% and 80% [1] Group 2 - Downstream battery and module prices have remained stable, with mainstream battery prices at 0.24-0.25 yuan/W and module prices at 0.66-0.67 yuan/W, showing no change from the previous week [2] - Short-term demand in the downstream market is not expected to show significant recovery, which will continue to exert pressure on silicon wafer prices [2] - Companies are showing a strong willingness to reduce production to maintain prices amid widespread losses in the industry, suggesting limited downward space for silicon wafer prices if polysilicon prices do not decline significantly [2]