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Mono-Si wafer output in June is expected to raise, and prices of individual sizes rose slightly

published: 2024-06-21 17:17

Wafer prices remained stable this week, with slight increases in individual sizes. Among them, the average transaction price of P-type G10 monocrystalline silicon wafers (182*182 mm/150μm) rose to RMB 1.23/piece, up 2.5% month-on-month. The average transaction price of N-type G10L monocrystalline silicon wafers (182*183.75 mm/130μm/256mm) remained at RMB 1.1/piece. The average transaction price of N-type G12R monocrystalline silicon wafers (182*210mm/130μm) remained at RMB 1.45/piece. The average transaction price of N-type G12 monocrystalline silicon wafers (210*210 mm/150μm) remained at RMB 1.65/piece. P-type G10 shifted to customized products, and the tension between supply and demand pushed up prices.

On the supply side, the two companies have raised their utilization rates sharply, raising their wafer production expectations to 53GW in June. It is understood that this week, two specialized silicon wafer companies are close to full opening and the average operating rate of the rest of the specialized production enterprises is 50%-60%. The average material cost and non-silicon cost of leading enterprises are significantly better than those of their peers.
On the demand side, 53GW of cells and 50GW of modules were scheduled in June. On the cell side, the price of M10 mono TOPCon cells remained at RMB 0.3/W. Due to the inability to hoard cells for a long time, companies have been forced to reduce production to reduce their turnover inventory, and the overall adjustment of specialized battery companies to maintain market share is small. On the module side, the price of 182mm TOPCon double-sided double-glass modules remained at RMB 0.86/W. Domestic installed capacity is expected to improve in the third quarter, and overseas, the United States, India and other countries have unfriendly tariff policies against China, so that exports are still at risk.

This week, the operating rates of the two first-tier enterprises increased to 50% and 90% respectively. The operating rate of integrated enterprises remained between 60% and 80%, and the operating rate of the remaining enterprises increased to between 50% and 100% respectively. According to the above-mentioned supply and demand situation, if the current round of prices is running at a low level for a long time, some companies with unhealthy cash flow may face pressure. The market will force backward production capacity transformation through the method of "survival of the fittest".

Source: https://mp.weixin.qq.com/s/8l3VUHR7gCTGDIFv4zALmg

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