Intelligence
Upstream and downstream competition intensifies; Polysilicon wafer companies support the raise of prices
2024-10-11 16:41

PV wafer prices have remained stable this week. The average transaction price of N-type G10L wafers (182*183.75mm/130μm/256mm) remained at 1.11 yuan/piece. N-type G12R wafers (182*210mm/130μm) ) the average transaction price remained at 1.26 yuan/piece and the average transaction price of N-type G12 monocrystalline silicon wafer (210*210 mm/150μm) remained at 1.5 yuan/piece.

At present, the overall supply and demand situation of silicon wafers is optimistic, for the inventory of silicon wafers is less than half a month. Companies are relatively confident to support current prices. This week, the operating rates of the two front-line enterprises remained at 55% and 50% respectively, among which that of the integrated enterprises was between 50% and 60%, and that of the remaining enterprises was between 40% and 70%. According to corporate production scheduling statistics, China wafer production in October is expected to be 46-48GW. With the arrival of the peak demand season in the fourth quarter, silicon wafer manufacturers are showing obvious signs of production recovery.

The prices of cell and module fell this week, with M10 TOPCon cells and 182mm TOPCon bifacial double-glass modules both falling to 0.7 yuan/W. The main reason  was that the actual installed capacity situation in China in the past two months was not optimistic, and the overall installed capacity also showed a downward trend. Because of the above situation, cell companies have reduced production and tried to lower prices, resulting in the intenser game between the upstream and downstream.

Source: https://mp.weixin.qq.com/s/L-36xPo-6t70V_w8hx_iZg

 
Tags:cell , silicon wafer
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