Silicon materials fall, silicon wafers fall.
On May 18, the Silicon Branch announced the latest price of monocrystalline silicon wafers, with the largest drop of 15.66%. The price range
of M10 monocrystalline silicon wafer (182 mm/150 μm) was 4.3-4.5 yuan/piece, and the average transaction price dropped to 4.48 yuan/piece , with a week-on-week decrease of 14.67% ; The price range
of G12 monocrystalline silicon wafer (210 mm/150 μm) was 5.8-6.4 yuan/piece, and the average transaction price dropped to 6.14 yuan/piece , with a week-on-week decrease of 15.66% .
In addition, in the price of monocrystalline silicon wafers announced by the Silicon Branch, the price of N-type monocrystalline silicon wafers (182 mm/130 μm) has been added , with a price range of 4.68-5.09 The average transaction price is 5.01 yuan per piece .
This is the fifth consecutive decline since April 13. One of the main reasons for the continued decline in the price of the
silicon industry branch is to reduce the price and clear the inventory, which is not ideal in the short term. The other reason is that the continuous sharp drop in the price of polysilicon is transmitted to the silicon wafer sector and continues to release profits to the terminal.
Silicon Branch expects that the downward trend will continue in the short term.
In addition, the Silicon Branch said that driven by the price drop of upstream silicon wafers, battery-side enterprises began to slow down the pace of purchasing, and the price of mainstream batteries dropped to 0.95-1.00 yuan/W, down 6.8% annually. Component side, the recent bid price dropped to about 1.6 yuan/W, maintaining the original expectations.
According to the new energy micro-newspaper, the recent release of silicon wafer enterprises'production capacity is gradually facing excess supply. Under the rapid accumulation of total silicon wafer inventory, the sales pressure of manufacturers has increased greatly, and they have begun to clear inventory, which is the main reason for the sustained and rapid decline of prices.
However, according to another agency, Infolink, in an article today, despite the recent significant price decline and better demand in the middle of the year, some manufacturers began to discuss follow-up production reduction plans while still unable to absorb inventory. However, as the fluctuation of silicon wafer production takes some time to ferment, it is expected that there will be price stabilization or even price rebound as soon as June.
Source: New Energy Micro News DataBM. Com.
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