On December 14, the Silicon Branch released the price of silicon wafers this week. Among them, M10 monocrystalline silicon wafer prices fell the most , up to 2.8%; followed by G12 silicon wafer fell 1.81%; N-type silicon wafer fell 0.87%. Market prices remained down
this week. The average transaction price of M10 monocrystalline silicon wafers (182 mm/150 μm) dropped to 2.08 yuan/piece, with a week-on-week decrease of 2.8%; the average transaction price of N-type monocrystalline silicon wafers (182 mm/130 μm) dropped to 2.28 yuan/piece, with a week-on-week decrease of 0.87%; The average transaction price of G12 monocrystalline silicon wafers (210 mm/150 μm) dropped to 3.26 yuan/piece, with a week-on-week decrease of 1.81%, and the price of N-type silicon wafers was relatively supported by P-type silicon wafers. On the
supply side, wafer manufacturers maintained a high production load, and the pace of P-type production capacity to N-type production capacity was accelerated . This week, individual specialized enterprises slightly increased the operating rate, and the current first-line enterprises and integrated enterprises are close to full. In addition, after the enterprises took the initiative to reduce the load in October, the inventory of the silicon wafer sector has been reduced to a reasonable level. Since mid-November, the silicon wafer sector has been in a state of continuous accumulation, which is not only due to the factors of downstream price reduction to boost demand, but also due to the consideration of strategic choices of various enterprises. At present, P-type silicon wafers are facing losses and N-type silicon wafers have a slight gross profit, so the production capacity of each silicon wafer has begun to change from P-type to N-type. Up to now, the overall output of N-type silicon wafers accounts for nearly 50%. On the demand side, the price difference of battery N/P has widened , and the demand for components has improved . On the battery side, the transaction price of P-type M10 single crystal PERC battery dropped to 0.38 yuan/W, the transaction price of N-type M10 single crystal Topcon battery remained at 0.48 yuan/W , and the price difference of N/P widened to 0.1 yuan/W. At present, P-type battery can not cover the cost. Some battery enterprises reduce the start-up load. On the module side, the average transaction price of 182mm single-crystal single-sided PERC modules was maintained at 1.01 yuan/W. Since December, the domestic installed capacity has increased significantly, and the demand for rush installation has improved at the end of the year. This week,
the operating rate of two first-tier enterprises increased to 100% and 85%. The operating rate of integrated enterprises is maintained between 85% and 100%, while that of other enterprises is maintained between 80% and 100%. According to the production schedule of silicon wafer enterprises, it is expected that the output of silicon wafers in December will be between 61-64GW, and the increment will mainly come from Baotou Shuangliang and Yibin Gaojing, as well as the start-up rate of various enterprises. Downstream demand is not optimistic because of the loss of production. As far as the silicon wafer sector is concerned, the trend of oversupply will continue, and it is expected that the overall silicon wafer market will continue its downward trend in December.
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