On November 16, the Silicon Branch released the latest quotation for silicon wafers this week. Compared with last week, the price of silicon wafers fell slightly this week. Among them, the highest price of N-type silicon wafers dropped the most, reaching 4.71%. At the same time, the same price trend of N/P is obvious.
This week, the market price trading range was slightly adjusted. The average transaction price of M10 monocrystalline silicon wafers (182 mm/150μm) dropped to 2.39 yuan/piece, and the week-on-week ratio was flat; the average transaction price of N-type monocrystalline silicon wafers (182 mm/130μm) dropped to 2.4 yuan/piece, and the week-on-week ratio decreased by 3.23%; The average transaction price of G12 monocrystalline silicon wafers (210 mm/150 μm) dropped to 3.34 yuan per piece, and the week-on-week ratio was flat. The same price trend of N/P is obvious, and the supply of G12 silicon wafers is tight in stages. On the
supply side, many specialized enterprises have increased their operating rate. Firstly, under the periodic stimulation of terminal demand, some indicators of the large base project need to be completed urgently. Secondly, due to the narrowing of the fluctuation of raw material prices, the risk exposure of enterprises to bear the loss of falling prices has become smaller. Therefore, many enterprises began to increase the start-up load, individual specialized enterprises rapidly increased to full capacity in the short term, and integrated enterprises now pay more attention to the adjustment of capacity matching in each link. On the
demand side, battery prices are falling again, and component demand is expected to be stimulated. On the battery side, the transaction price of M10 monocrystalline PERC batteries dropped to 0.45 yuan/W, a decrease of 2.17% annually, and battery companies showed a slight reduction in production, but the overall start-up was still above 80%. In addition, due to the long-term downturn in the price of PERC batteries, the pressure of positive A-piece shipments has increased, and the phenomenon of battery companies using external chips for OEM has increased significantly. On the component side, the mainstream transaction price of M10 single-sided single crystal PERC components has dropped to below 1 yuan/W, and the component price has fallen and risen. The end of the Fengguang Base project is expected to further stimulate the demand for components.
This week, the operating rate of the two first-line enterprises remained at 90% and 80%. The operating rate of integrated enterprises is maintained between 80% and 100%, while that of other enterprises is increased to between 70% and 100%. According to the situation at both ends of supply and demand, it is expected that the silicon chip side will lose downward momentum in the short term, and the price is expected to stop falling and stabilize.
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