On June 24th, Longji Stock announced the wafer price in July. The current price of G1, M6 and M10 remained unchanged, and the current price was 4.79 yuan/piece, 4.89 yuan/piece and 5.87 yuan/piece respectively. This is the first time that Longji's price has stopped rising in recent years.

Silicon Industry Branch said that this week, the domestic G1 monocrystalline silicon (158.75mm /170μm) price range in 4.79-5.03 yuan/piece, the average transaction price is 4.96 yuan/piece, weekly month-on-month decline of 0.8%; The price range of M6 monocrystalline silicon wafer (166mm/170μm) was 4.87-5.13 yuan/piece, and the average transaction price was 5.08 yuan/piece, with a month-on-week decrease of 0.39%. M10 monocrystalline silicon wafer (182 mm /175μm) transaction average price remained unchanged at 5.87 yuan/piece; G12 monocrystalline silicon wafer (210 mm /170μm) transaction average price maintained at 8.22 yuan/piece.

This week, as the purchasing enthusiasm of downstream battery pieces waned, monocrystalline silicon enterprises began to reduce the silicon wafer quotation, among which the transaction price of G1 and M6 monocrystalline silicon wafers fell; M10 monocrystalline silicon wafer, G12 monocrystalline silicon wafer closed price steady.Monocrystalline silicon enterprises silicon wafer turnover and output reduction. On the one hand, the order number of this month has decreased compared with the previous month, only some scattered orders have been concluded, and the next month's large orders have not been signed; On the other hand, reduced production at the middle end will lead to reduced front-end demand and back-end supply. Considering the cost of component production and silicon material procurement, enterprises choose to reduce production.

As of this week, ten domestic mono-crystalline silicon enterprises have participated in the survey. Due to the low silicon material cost and silicon wafer and battery wafer shipment rate, the operating rate of the two first-line enterprises has been reduced to 60% and 80% respectively. It is expected that the operating rate of each enterprise will gradually stabilize. At present, the upstream silicon cost has stabilized at a high level, and the downstream battery price is on the high side, and the inventory has not been converted into trading volume, so there are signs of pressure reduction in silicon wafer order demand.Among them, the large size silicon wafer is obvious, and the G12 monocrystalline silicon wafer is basically not traded.In order to deal with the impact of the upstream and downstream game, silicon wafer enterprises reduce prices and reduce production at the same time.Wafer prices are expected to continue the downward trend, but the decline is limited.

PV Infolink analysis that, because the battery factory continues to maintain a low operating rate, the inventory pressure of single crystal silicon wafer also began to increase, the recent second line factory from the previous flat Central announcement of a small price back, the market M6 wafer transaction price roughly falls in the range of 5.05-508 yuan per piece. On the other hand, overall G1 wafer output continues to fall next month as old orders end and G1 demand drops, and overall prices remain roughly the same as last week.