Silicon Wafer Prices Steady

The price of silicon wafers is stable

this week. The average transaction price

of M10 monocrystalline silicon wafer (182 mm/150 μm) is 2.80 yuan/piece, which is flat week by week;

the average transaction price of N-type monocrystalline silicon wafer (182 mm/130 μm) is 2.88 yuan/piece, which is flat week by week; The average transaction price

of G12 monocrystalline silicon wafers (210 mm/150 μm) was 3.75 yuan per piece, and the week-on-week ratio was flat. The main reason for the stable price of silicon wafers

this week is that the upstream and downstream game has entered a balanced period. On

the supply side, most enterprises maintain full-load production, and some enterprises in Sichuan are running at reduced load. This week, the first-line enterprises increased the operating rate again, because the enterprises had sufficient stock in the early stage, so in the case of relatively considerable profits, most enterprises maintained full-load production. Recently, in order to ensure stable power supply in Chengdu during the Sichuan Universiade, factories in Leshan and Yibin have reduced their load production, which has a certain impact on this month's output. According to the statistics of the Silicon Branch, the overall silicon wafer production in July exceeded expectations by 53-54 GW, and the incremental part mainly came from the full-load production of enterprises and the release of new enterprises. On the

demand side, specialized battery companies basically maintained full-load production, and component prices declined slightly. On the battery side, the mainstream transaction price of M10 monocrystalline PERC cells is maintained at 0.74 yuan/W. At present, the overall operating rate of battery enterprises is still at a high level, and the silicon wafer stock of specialized battery enterprises is also sufficient, which is to make full preparations for the next stage of price game. On the component side, the mainstream transaction price dropped to 1.3 yuan/W, down 2.3% from the previous month. After the overall stability of the industrial chain, the component side began to reduce prices, indicating that on the one hand, there is a cycle of transmission, on the other hand, the backlog of inventory in various links is being converted into components.

This week, the operating rate of two first-line enterprises increased to 90% and 95%. The operating rate of integrated enterprises is maintained between 80% and 100%, while that of other enterprises is increased to between 95% and 100%. According to the above analysis, the supply and demand of silicon wafers are booming, and the inventory transfer situation is not optimistic, so it is expected that the price will continue to run steadily.