On November 2, the Silicon Branch released the price of silicon wafers this week, and the price continued to fall, which was the fifth price reduction in the current round of sustained downward market, but the decline was slightly reduced. The main reason is that enterprises have basically completed a round of action to reduce load and clear inventory, hoarding inventory has basically dropped to the normal turnover range, and first-and second-tier enterprises have strong sentiment to insure prices. In addition, silicon wafer companies are preparing for the next round of production, and the operating rate has also begun to increase.
In October, the domestic production of silicon wafers decreased to 52.34 GW, with a month-on-month decrease of 14.11%. Later, the Silicon Branch expects that the shipment of silicon wafers will recover to 53-55 GW.
Specifically,
the average transaction price of M10 monocrystalline silicon wafers (182 mm/150 μm) dropped to 2.39 yuan/piece, with a week-on-week decrease of 5.91%; The average transaction price
of N-type monocrystalline silicon wafers (182 mm/130 μm) dropped to 2.50 yuan/piece, with a week-on-week decrease of 3.47%;
the average transaction price of G12 monocrystalline silicon wafers (210 mm/150 μm) dropped to 3.35 yuan/piece, with a week-on-week decrease of 3.46%. On
the supply side, output fell sharply in October from a year earlier. As of this week, monocrystalline silicon enterprises have basically completed a round of action to reduce load and clear inventory. The overall operating rate of specialized enterprises is close to 60%, and the inventory hoarded in the previous half month has basically dropped to the normal turnover range. This week, raw material transaction prices have been adjusted substantially, although differences still exist, but some orders have been completed, silicon wafer companies are preparing for the next round of production. Overall, in the downward market trend, the consumption of integrated enterprises is guaranteed, the two leading enterprises in this round of adjustment are still close to full production, and the rest of the integrated enterprises also maintain a start-up rate of more than 80%. On the
demand side , battery prices continued to decline, and component prices tended to be concentrated. On the battery side, the transaction price of M10 single crystal PERC battery dropped to 0.48 yuan/W. It is understood that battery companies have not significantly reduced the start-up load in the near future. As far as the characteristics of the battery link itself are concerned, it does not have the characteristics of flexibly adjusting the operating rate, so the leading enterprises in this round hold a wait-and-see attitude towards the follow-up trend. Component side, M10 single-sided single crystal PERC components down to 1.08 yuan/W, the current domestic terminal demand is relatively stable, the risk of overseas turbulence is relatively high.
This week, the operating rate of the two first-line enterprises remained at 90% and 80%. The operating rate of integrated enterprises is maintained between 80% and 100%, while that of other enterprises is maintained between 50% and 70%. According to the statistics of Silicon Branch, the domestic silicon wafer production decreased to 52.34 GW in October, a decrease of 14.11% compared with the previous month, of which the monocrystalline silicon wafer production decreased to 52.14 GW, and the polycrystalline silicon wafer production remained at 0.2G W. Wafer output is expected to recover to between 53-55 GW in November.
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