this week . The average transaction price of M10 monocrystalline silicon wafers (182 mm/150 μm) increased to 3.08 yuan/piece, with a week-on-week increase of 4.41%; the average transaction price of N-type monocrystalline silicon wafers (182 mm/130 μm) increased to 3.24 yuan/piece, with a week-on-week increase of 6.23%; The average transaction price of G12 monocrystalline silicon wafers (210 mm/150 μm) rose to 4.2 yuan per piece, with a week-on-week increase of 6.33%. The main reason for the rise in the price of silicon wafers this week is that a first-line enterprise raised the price of silicon wafers again, and most specialized enterprises chose to adjust the price. On
the supply side, silicon wafer manufacturers maintained a high operating rate this week, with silicon wafer output exceeding 55GW in August, an increase of more than 3%. With the successful closing of the Chengdu Universiade, real estate such as Leshan and Yibin can resume full production one after another. According to the current trend of raw material prices, silicon wafer enterprises bear little risk of price loss in full-load production. Even if there is a periodic imbalance between supply and demand in the silicon wafer sector, in the short term, enterprises can make the market supply and demand show a tight balance by reducing the start-up load or adjusting the inventory.
On the demand side, the price of batteries has risen rapidly and the pressure on components has fallen. On the battery side, the mainstream transaction price of M10 single crystal PERC battery increased to 0.76-0.77 yuan/W, an increase of 2% annually. At present, the battery side retains relatively considerable profits, which promotes the purchase of batteries to actively take goods, making the silicon wafer inventory further absorbed. On the module side, the M10 single-sided single crystal PERC module dropped to 1.18 yuan/W, down 7.8% from the previous month. The integrated module factory can still maintain part of the profit, and the specialized module factory suspends the process of purchasing batteries. After the pre-terminal backlog of high-priced orders is absorbed, the stock process may depend on the price operation of the industrial chain.
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%. The short-term price rise shows the logic of supply and demand in the market, the demand increment exceeds the supply increment, and the follow-up still needs to be alert to the risks brought by the stock game.
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