The largest decline was 5.73%, and the price of silicon wafers accelerated its decline.

On December 7, the Silicon Branch announced the transaction price of this week's silicon wafer market. The average transaction price

of M10 monocrystalline silicon wafers (182 mm/150 μm) dropped to 2.14 yuan/piece, with a week-on-week decrease of 5.73% ; The average transaction price

of N-type monocrystalline silicon wafers (182 mm/130 μm) dropped to 2.30 yuan/piece, with a week-on-week decrease of 1.71% ; The average transaction price

of G12 monocrystalline silicon wafers (210 mm/150 μm) dropped to 3.32 yuan per piece, with a week-on-week decrease of 0.6% . The proportion of

downstream N-type silicon wafers has increased rapidly, and the pressure of P-type M10 silicon wafers has increased. Source

: Silicon Branch

Silicon Branch said that the output of silicon wafers increased significantly in November, mainly due to the rapid increase in production of specialized enterprises.

According to statistics, the domestic output of silicon wafers in November was 56.93 GW , an increase of 8.77% .

Specifically, in the first two weeks of November, enterprises waited and saw the market, and in the last three weeks, enterprises began to increase their start-up load, and some specialized enterprises quickly filled up.

In terms of enterprises, the output of first-line enterprises and integrated enterprises increased by 1.52 GW, accounting for an increase of 33%; the output of specialized enterprises increased by 3.07 GW, accounting for an increase of 67%.

From January to November, the total output of silicon wafers in China was 532.62 GW, with a year-on-year increase of 76.6%, and the annual output of silicon wafers is expected to be around 590 GW.

At the same time, demand continued to slump, batteries continued to decline, M10 monocrystalline PERC battery transaction price dropped to 0.4 yuan/W, G12 monocrystalline PERC battery transaction price dropped to 0.48 yuan/W. On the

component side, the average transaction price of 182mm single-crystal single-sided PERC components dropped to 1.01 yuan/W, and the transaction price of some forward orders has fallen below 1 yuan/W. At present, the monthly production schedule of domestic components is only about 50GW, and the shipment is relatively low.