October 29, 2021
According to the statistics of silicon industry branch, G1 single crystal silicon wafer (158.75 mm / 170 mm) in China this week μ m) The price range is 5.42-5.53 yuan / piece, the average transaction price is 5.51 yuan / piece, with a decrease of 0.54% on a weekly basis; M6 monocrystalline silicon wafer (166mm / 170) μ m) The price range is 5.61-5.74 yuan / piece, the average transaction price is 5.69 yuan / piece, with a decrease of 0.54% on a weekly basis; M10 monocrystalline silicon wafer (182 mm / 175 mm) μ m) The price range is 6.75-6.81 yuan / piece, the average transaction price is 6.80 yuan / piece, with a decrease of 0.87% on a weekly basis; G12 monocrystalline silicon wafer (210 mm / 170 mm) μ m) The price range was 8.70-9.00 yuan / piece, the average transaction price remained at 8.93 yuan / piece, with a decrease of 1.33% on a weekly basis.
Silicon wafer prices fell slightly this week. From the supply side, the price of silicon materials stabilized at a high level, and various silicon wafers remained cautious in purchasing materials and starting work, so that many enterprises reduced the operating rate compared with last month. At present, the inflection point of raw material cost has not appeared, so some enterprises still maintain the quotation last week and wait-and-see for the follow-up trend. In addition, the impact of power rationing on some enterprises is still continuing. Many factories in Inner Mongolia, Yunnan, Qinghai and other places have slowed down production, and the impact is expected to continue until November. Therefore, the supply of silicon wafers has declined. From the demand side, the terminal's acceptance of the component price is still not high, and the average operating rate of the component side this week is only 50%. Therefore, the average operating rate transmitted to the battery end this week was about 58%, resulting in a slight decline in the shipment of silicon wafer end compared with last week. In the case of simultaneous tightening at both ends of silicon wafer supply and demand and no improvement in the short term, it is expected that silicon wafer prices will maintain a slight downward trend.
The operating rate of ten domestic monocrystalline silicon wafer enterprises participating in the survey this week remained unchanged. The operating rates of two front-line enterprises are 50% and 65% respectively, the operating rates of integrated enterprises are 75% - 100%, and the operating rates of other enterprises are between 60% - 80%. According to the statistics of the silicon industry branch, the total domestic silicon wafer output this month was 17.6gw, a month on month decrease of 11.1%. The reduction mainly comes from the enterprises' initiative to reduce the operating rate to deal with the upstream and downstream game, and the production reduction caused by some power rationing. In combination with the output of silicon material, the supply and demand of silicon wafer end basically maintained balance this month. Affected by policy support, the installed capacity of superimposed Q4 is often higher than that expected in the first three quarters. Therefore, it is expected that the domestic silicon wafer output will increase significantly from November to December.