Antec: The monocrystalline silicon wafer market is still operating weakly in the short term due to supply easing

The Zhitong Finance App learned that according to Antec statistics, silicon wafer prices have been running steadily for the time being this week. Currently, the silicon wafer market is still in a state of game driven by loose supply and weak demand compounded by policy expectations. In the short term, the silicon wafer market is likely to maintain a weak operating trend. In the future, we need to pay attention to the supply and demand relationship of silicon wafers and the impact of changes in the price of the raw material polysilicon on the silicon wafer market.

There was a strong wait-and-see sentiment in the silicon wafer market this week. The actual number of orders was limited. Only some companies had a small number of transactions, and there was no significant change in prices. Among them, the average transaction price for N-type G10L monocrystalline silicon wafers (182*183.75mm/130 μm) was 1.01 yuan/piece, N-type G12R monocrystalline silicon wafers (182*210mm/130 μm) were 1.03 yuan/piece, and the average transaction price for N-type G12 monocrystalline silicon wafers (210*210 mm/130 μm) was 1.15 yuan/sheet, all the same as last week. According to research, the price of downstream batteries and modules this week is the same as last week. Among them, the mainstream price of batteries is 0.29-0.31 yuan/W, and the mainstream price of modules is 0.69-0.71 yuan/W. There is no significant change yet.

Specifically, on the one hand, the overall price of upstream polysilicon is relatively stable, and the cost side still has some support for the price of silicon wafers. Under cost support, various silicon wafer manufacturers are more willing to raise prices; on the other hand, downstream demand is weak, and battery companies have few orders to buy silicon wafers. Generally, they mainly need to buy in small batches at reduced prices. Overall, the contradiction between supply and demand for silicon wafers has not been resolved. The upstream and downstream games are at an impasse. Upstream and downstream mostly wait and see, and prices are running steadily for the time being. 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%.