this week. The average transaction price of M10 monocrystalline silicon wafers (182 mm/150 μm) rose to 2.95 yuan/piece, with a week-on-week increase of 5.36% ; The average transaction price of N-type monocrystalline silicon wafers (182 mm/130 μm) rose to 3.05 yuan/piece, with a week-on-week increase of 5.9% ; The average transaction price of G12 monocrystalline silicon wafers (210 mm/150 μm) rose to 3.95 yuan per piece, with a week-on-week increase of 5.33% . The main reason for the rise in the price of silicon wafers this week is the periodic shortage of silicon wafers of a certain size. On
the supply side, crystal pulling enterprises are close to full production, and P-type M10 silicon wafers are in short supply in stages. Due to the sufficient stock of raw materials in the early stage, the operating rate of most silicon wafer enterprises is close to full this week, except for the normal maintenance of some power plants in West Inner Mongolia Power Grid in summer, which has little impact on the output of crystal pulling. Under the background of supply-demand relationship, the differentiated layout of enterprises transferred part of P-type production capacity to the production of rectangular silicon wafers and N-type silicon wafers, resulting in a phased shortage of P-type M10 silicon wafers, which led to the overall price rise of silicon wafers.
On the demand side, battery companies are close to full production, and the component side began to show signs of stock production this week. On the battery side, the mainstream transaction price of M10 single crystal PERC battery rose to 0.75 yuan/W , up 1.35% annually. The production capacity of N-type batteries will be released centrally in August, which will promote the demand for N-type silicon wafers to increase substantially. On the module side, the M10 single-sided single crystal PERC module dropped to 1.28 yuan/W, down 1.54% from the previous month. This week, component companies began to stock up for the fourth quarter, and the amount of inventory added up made the price drop slightly. Overseas, European customers'demand for vacation has decreased slightly, the United States is affected by IRA policy subsidies, the price gap between domestic and foreign countries has widened, and domestic customers have a strong willingness to export.
This week, the operating rate of the two first-line enterprises remained at 90% and 95%. The operating rate of integrated enterprises is maintained between 80% and 100%, while that of other enterprises is maintained between 95% and 100%. According to the statistics of Silicon Branch, the domestic production of silicon wafers increased to 53.65 GW in July, an increase of 18.96% over the previous month. Among them, the output of two first-line enterprises totaled 22.3GW, accounting for 41.4% of the total output of domestic single crystal, 27.2% of the output of integrated enterprises and 31.4% of other enterprises.
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