On September 7, the Silicon Branch released the price of silicon wafers this week. The relationship between supply and demand has led to a divergence in silicon wafers this week. The price of M10 and N-type monocrystalline silicon wafers remained unchanged this week from last week, but the price of G12 monocrystalline silicon wafers declined by 2.3% week on week.
The original text is as follows:
The price of silicon wafers diverged this week. The average transaction price of M10 monocrystalline silicon wafers (182 mm/150 μm) was maintained at 3.36 yuan/piece , and the week-on-week ratio was flat ; The average transaction price of N-type monocrystalline silicon wafers (182 mm/130 μm) was maintained at 3.45 yuan/piece, and the week-on-week ratio was flat; The average transaction price of G12 monocrystalline silicon wafers (210 mm/150 μm) dropped to 4.25 yuan per piece , with a week-on-week decline of 2.3% . This week, the average transaction price of G12 monocrystalline silicon wafers is highly concentrated, so there is no difference between the highest price and the lowest price. On
the supply side, the supply increment in September was around 4%. This week, monocrystalline silicon enterprises maintained full-load production, and the output in September maintained the original expectation of 61-62 GW. In addition, the main reason for the price differentiation of silicon wafers of different sizes this week is the relationship between supply and demand. The periodic supply shortage of P-type M10 monocrystalline silicon wafers is due to the periodic imbalance between supply and demand in the process of industrial technology iteration. The shipment of G12 monocrystalline silicon wafers is not smooth, and the inventory of major downstream customers, including Tianhe, is on the high side, resulting in a short-term price decline.
On the demand side, the price of batteries began to fall, and the pressure on components remained stable. On the battery side, the mainstream transaction price of M10 single crystal PERC battery dropped to 0.74 yuan/W, down 2.6% from the previous month. The main reason is that the specialized component factories do not take the goods in the early stage, and the demand pressure pushes the price down. On the component side, M10 single-sided single crystal PERC components are maintained at 1.2 yuan/W. At present, the overall profit of components is not optimistic. Some specialized component factories maintain the state of production reduction, and some large factories have digested the high-priced orders received in the early stage. We still need to pay attention to whether the production reduction can promote the price recovery.
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 90% and 100%, while that of other enterprises is maintained between 95% and 100%. According to the above supply and demand situation, it is expected that the silicon wafer sector will be in a tight balance transition stage in the short term, and we still need to pay attention to whether the subsequent price reduction will lead to battery production reduction. If only the battery profit is diluted, the subsequent silicon wafer price will remain stable, and the price fluctuation of raw materials will be transmitted periodically.
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