On July 17, the latest silicon wafer price released by the Silicon Branch showed that the price of N-type silicon wafers rose sharply, with the price of N-type G10L silicon wafers rising by 22.09% annually, and the average transaction price was 1.05 yuan per wafer. N-type G12R silicon wafers and N-type G12 silicon wafers also rose by 15% and 13.45% respectively, with prices reaching 1.15 yuan per wafer and 1.35 yuan per wafer.
The Silicon Branch said that the main reason for the collective sharp rise in silicon wafer prices was the continued rise in silicon material prices and the improvement in the supply-demand relationship.
It is reported that this month, silicon wafer enterprises have implemented plans to reduce production and load, industry supply has been reduced, enterprises in the case of inventory reduction, silicon wafer price increases are more powerful. According to the data of Silicon Branch, the overall start-up rate of the industry decreased slightly this week, with two first-line enterprises operating at 50% and 40%, integrated enterprises operating at 50% -80%, and other enterprises operating at 50% -80%.
In addition, this week's battery price also rose slightly by 0.01 yuan/W compared with last week.
Silicon Branch said that although terminal demand has not improved significantly, policy and other factors have pushed up the price of silicon materials, which is expected to spread to downstream links . Silicon wafer enterprises have reached a preliminary consensus, and a new round of subsequent silicon wafer quotations will appear: the quotation of N-type G10L is 1.45 yuan/piece, the quotation of N-type G12R is 1.65 yuan/piece, and the quotation of N-type G12 is 1.93 yuan/piece, and the relevant head silicon wafer factories have closed their warehouses to rise.
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