HOME > News

Mono-Si wafer inventories continued to be absorbed, and prices remained stable

published: 2024-06-07 17:56

Wafer prices remained stable this week. Among them, the average transaction price of N-type G10L monocrystalline silicon wafers (182*183.75mm/130μm/256mm) remained at RMB 1.15/piece, unchanged week-on-week. The average transaction price of N-type G12R monocrystalline silicon wafers (182*210mm/130μm) remained unchanged at RMB 1.5/piece, unchanged week-on-week. The average transaction price of N-type G12 monocrystalline silicon wafers (210*210 mm/150μm) remained at RMB 1.9/piece, unchanged week-on-week.

On the supply side, wafer production is expected to be around 52GW in June, down 12.8% month-on-month, according to wafer production plans for June. Wafer inventories have improved significantly, and the accumulated inventories in the early stage have been digested from April to June, and are now close to half-month turnover, which has significantly supported wafer prices. This week, cell companies increased their procurement efforts, and inventories were transferred downward to cell companies.

On the demand side, 53GW of cell production and 52GW of modules are expected to be scheduled in June. On the cell side, the price of M10 mono TOPCon cells remained at RMB 0.3/W. In June, some N-type production capacity of battery companies was adjusted and upgraded, and specialized battery companies increased their procurement of silicon wafers to maintain market share. On the module side, the price of 182mm TOPCon bifacial double-glass modules remained at RMB 0.86/W, and the recent application by local companies in the United States has made a new round of "double reversal" investigation of Southeast Asian PV likely to restart.

This week, the operating rates of the two first-tier enterprises remained at 50% and 80% respectively. The operating rate of integrated enterprises is maintained between 60% and 80%, and the operating rate of the rest of enterprises is maintained between 50% and 70% respectively. According to the above analysis of supply and demand, wafer prices will remain stable and upward, and the situation of losing cash costs will gradually improve.


announcements add announcements     mail print