Antec: Silicon wafer prices are running steadily this week, buyers and sellers are at a standoff, and transactions are weak

The Zhitong Finance App learned that according to Antec statistics, silicon wafer prices have been running steadily for the time being this week. Among them, the average transaction price of N-type G10L monocrystalline silicon wafers (182*183.75mm/130 μm) was 1.12 yuan/sheet, N-type G12R monocrystalline silicon wafers (182*210mm/130 μm) were 1.14 yuan/piece, and the average transaction price for N-type G12 monocrystalline silicon wafers (210*210 mm/130 μm) was 1.22 yuan/sheet, all unchanged from last week. According to research, downstream battery prices fell slightly this week compared to last week, and module prices remained the same as last week. Among them, the mainstream battery price was 0.32-0.34 yuan/W, down 2.94% from last week, and the mainstream module price was 0.69-0.71 yuan/W, which was the same as last week.

Silicon wafer sales were light this week. The overall market was mainly wait-and-see, and prices have been running steadily for the time being. Specifically: On the one hand, with relevant policy expectations and short-term recovery in demand, silicon wafer companies are optimistic about the future market and are more willing to raise prices; on the other hand, domestic terminal installations are difficult to accept, and at the same time, the industry supply and demand pattern has not improved. Combined with the 232 policy window period coming to an end, stocking demand is gradually weakening, driving overseas demand to decline, and battery prices have begun to decline. Market sentiment is pessimistic. Under the influence of upstream amusement and negative downstream sentiment, buyers and sellers are in a standoff game this week, causing silicon wafer prices to fail to continue last week's upward trend. According to research, the overall operating rate of the industry this week was the same as last week, with no significant changes. Among them, the operating rate of the two first-tier enterprises was 52% and 54%, the operating rate of integrated enterprises was between 56% and 60%, and the operating rate of the rest of the enterprises was between 50% and 78%.

Looking ahead to the future market, there are currently no plans for silicon wafer manufacturers to cut production and reduce the burden. If there is no obvious stimulus from strong demand in the future, the silicon wafer market is likely to operate weakly. The subsequent market focus is on the pace of recovery in terminal demand and the outcome of the price game for raw polysilicon.