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Demand for monocrystalline silicon wafers continues to improve, and wafer prices continue to rise steadily

Demand for monocrystalline silicon wafers continues to improve, and wafer prices continue to rise steadily

September 17,2021.
This week, the domestic G1 monocrystalline silicon wafer (158.75 mm/170μm) price range is 4.96-4.99 yuan/piece, the average transaction price is 4.99 yuan/piece, the week-on-week increase is 1.01%; M6 monocrystalline silicon wafer (166mm/170μm) The price range is 5.08-5.12 yuan/piece, and the average transaction price remains at 5.10 yuan/piece, with a week-on-week increase of 2.20%; the price range of M10 monocrystalline silicon wafers (182 mm/175μm) is between 6.09-6.11 yuan/piece, with an average transaction price. The price remained at 6.11 yuan/piece; the price range of G12 monocrystalline silicon wafers (210 mm/170μm) was between 7.93-7.97 yuan/piece, and the average transaction price remained at 7.97 yuan/piece.

Wafer prices continued to rise this week, mainly focusing on the demand side. This week, the battery plant operating rate increased, and the demand for silicon wafers continued to improve. Therefore, the shipment of silicon wafers rose slightly this week. The increase in battery plant purchases was mainly due to the recovery of component manufacturers' operating rate this week. In the first half of the year, the inventory of about 26GW was cleared out (the first half of the year was 103.7GW of silicon wafer production, equivalent to about 86GW of installed capacity, which was a difference of 26GW from the global installed capacity of 60GW. The inventory generated from the wafer end to the end is basically all gathered at the component end). When the module inventory is completely consumed, the operating rate of the module will increase significantly, which will further promote the purchase of silicon wafers by the battery factory. From the perspective of raw materials, silicon materials have recently turned into a situation in which demand exceeds supply. The downstream companies' expectations of subsequent price increases of silicon materials have put pressure on silicon wafer companies to increase their quotations. Therefore, from the analysis of demand, inventory, cost and other factors, the price of silicon wafers will maintain an upward trend.

The operating rates of ten domestic monocrystalline silicon wafer companies that participated in the survey this week have basically remained stable, and the operating rates of two first-tier companies have increased to 75% and 85% respectively. The operating rate of integrated enterprises is basically 100%, and the operating rates of other enterprises are distributed between 70% and 85%. On the whole, the average operating rate of enterprises in September has exceeded the expected operating rate of 70%, and it is expected that the declining operating rate of silicon wafer enterprises will continue. From the current point of view, downstream battery factories have increased their tolerance for this round of silicon wafer price increases, and there is room for future growth of silicon wafers of various sizes. Taking history as a lesson, the last time G12 monocrystalline silicon wafers rose to 8.22-8.3 yuan/piece, it was the pressure limit of downstream battery factories. Therefore, according to the current price of 7.97 yuan/piece, there is still room for price increase of 0.25-0.4 yuan/piece in the future.

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