this week. The average transaction price of M10 monocrystalline silicon wafers (182 mm/150 μm) rose to 3.36 yuan/piece , with a week-on-week increase of 6.67% ; The average transaction price of N-type monocrystalline silicon wafers (182 mm/130 μm) rose to 3.45 yuan/piece , with a week-on-week increase of 5.83% ; The average transaction price of G12 monocrystalline silicon wafers (210 mm/150 μm) was maintained at 4.35 yuan/piece , with a week-on-week increase of 3.57%. The main reason for the rise in silicon wafer prices this week is that first-line companies have raised their quotations, while other companies have followed the price adjustment . As of this week, most battery companies have accepted the current price. On
the supply side, the structural supply of P-type M10 monocrystalline silicon wafers is tight, while other sizes of silicon wafers are tightly balanced. This week, monocrystalline silicon production enterprises, including first-line enterprises, remained at full capacity, and the overall supply of silicon wafers in August maintained the original expectation of 58-60 GW. It is noteworthy that in the near future, due to the centralized release of N-type battery production capacity, crystal pulling enterprises have increased the proportion of N-type silicon wafer shipments. Simply put, the difference between P-type and N-type processes is reflected in the different doping elements in the crystal pulling process, so in the short-term capacity switching process, it is easy to cause the periodic imbalance between supply and demand of P-type. In addition, some integrated enterprises turn to make rectangular silicon wafers of specific sizes, mainly for customized component demand of end customers. This part of production capacity also occupies the original market share, aggravating the imbalance between supply and demand, which is also the main reason for the highest increase of P-type M10 monocrystalline silicon wafers this week. On the
demand side, battery companies maintain full-load production, and components may be brewing price increases. On the battery side, the mainstream transaction price of M10 single crystal PERC battery is maintained at about 0.76 yuan/W. At present, the battery sector retains relatively rich profits, the game situation is more obvious, and the whole is in the accumulation stage. On the component side, M10 single-sided single crystal PERC components are maintained at 1.2 yuan/W, the component link is under pressure, the backlog of high-priced orders in the early stage is basically digested, some specialized component factories are facing losses and production reduction, and the follow-up still needs to pay attention to whether the production reduction can drive the price up. In terms of overseas exports, IRA policy subsidies continue to boost the US market.
This week, the operating rate of the two first-line enterprises remained at 90% and 95%. The operating rate of integrated enterprises increased to 90% -100%, while the operating rate of other enterprises remained between 95% -100%. In July, the export of monocrystalline silicon wafers was 4.08 GW, an increase of 27.1%, and the export of polycrystalline silicon wafers was 0.18 GW, a decrease of 35.7%. The above data show that overseas production capacity has changed from polycrystalline to monocrystalline, and the overall export market of silicon wafers has grown steadily.
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