On October 17, the Silicon Branch announced the average price of various types of monocrystalline silicon wafers this week, and the price fell again. At the same time, the Silicon Branch said that at present , according to the current raw material price, the vast majority of enterprises are near the break-even point , and some enterprises with backward technology and high non-silicon cost have lost money . Therefore, the enthusiasm for production is weakened.
To be specific:
this week, the market price transaction was chaotic, the first-line enterprises had a strong price sentiment, and the second-and third-line enterprises rushed to the market at a low price. The average transaction price
of M10 monocrystalline silicon wafers (182 mm/150 μm) dropped to 2.73 yuan/piece, with a week-on-week decrease of 1.8%;
the average transaction price of N-type monocrystalline silicon wafers (182 mm/130 μm) dropped to 2.84 yuan/piece, with a week-on-week decrease of 1.39%; The average transaction price
of G12 monocrystalline silicon wafers (210 mm/150 μm) dropped to 3.62 yuan per piece, with a week-on-week decline of 2.16%.
This week, the highest price of silicon wafers has not been adjusted, but the lowest price has fallen sharply, which makes the average price lower. On
the supply side, the silicon wafer sector is facing losses , and specialized enterprises are once again reducing the operating rate. According to the current price of raw materials, the vast majority of enterprises are near the break-even point, and some enterprises with backward technology and high cost of non-silicon have lost money , so their enthusiasm for production is weakened. Specifically, this week, three enterprises once again reduced the operating rate . Up to now, except for two large-scale integrated enterprises, which have not been adjusted, the rest of the enterprises have maintained a 50% -70% start-up rate . According to the current production plan, the production of silicon wafers in October is expected to be lowered again to 52-53GW, a decrease of 13.5% compared with the previous month.
On the demand side, the price of batteries was reduced again and the start-up situation was reduced, and the latest tender price of components fell again. On
the battery side, the transaction price of M10 single crystal PERC battery dropped to 0.56 yuan/W, down 3.45% annually. This week, some specialized battery factories have reduced their start-up load, and the demand for silicon wafers at the battery end has continued to weaken. At the
module end, the M10 single-sided single crystal PERC module is reduced to 0.993-1.2 yuan/W . According to Huadian Group, the lowest bidding price of the third batch of photovoltaic modules in 2023 dropped to 0.993 yuan/W .
This week, the operating rate of the two first-line enterprises remained at 90% and 80%. The operating rate of integrated enterprises is reduced to 80% -100%, and the operating rate of other enterprises is reduced to 50% -70%. According to the forecast of both supply and demand, enterprises have a strong willingness to reduce load and clear inventory, and the subsequent price adjustment of silicon wafers will be adjusted according to the actual transaction price of a new round of silicon orders.
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