This week, silicon wafer transaction prices have risen significantly, drawing widespread market attention. According to industry monitoring data, the average transaction price of mainstream P-type M10 monocrystalline wafers (182mm) has increased to approximately RMB 2.45 per piece, up about 7% from last week. N-type G12 (210mm) wafer prices have also risen in tandem, with an increase of nearly 6%. This price surge is driven by multiple factors: on one hand, tight supply of upstream high-purity polysilicon continues to provide strong cost support; on the other, downstream photovoltaic module manufacturers are stockpiling ahead of the year-end installation peak, leading to a concentrated spike in wafer procurement demand. Additionally, some leading wafer producers have voluntarily reduced output to stabilize prices, further tightening market supply and fueling the upward price trend. Industry analysts note that if raw material costs remain elevated and end-market demand stays robust, wafer prices may continue to rise modestly in the near term. However, risks of a subsequent price correction due to rapid capacity expansion warrant caution.
本周硅片成交价格涨幅明显，引发市场广泛关注。据行业监测数据显示，主流P型M10单晶硅片（182mm）成交均价已涨至每片2.45元人民币左右，较上周上涨约7%；N型G12（210mm）硅片价格亦同步上扬，涨幅接近6%。此轮价格上涨主要受多重因素推动：一方面，上游高纯多晶硅料供应持续紧张，成本支撑强劲；另一方面，下游光伏组件企业为应对年底装机高峰提前备货，带动硅片采购需求集中释放。此外，部分头部硅片厂商主动减产控价，进一步收紧市场供应，助推价格上行。业内人士分析，若原材料价格维持高位且终端需求保持旺盛，短期内硅片价格或仍将稳中有升。但需警惕产能快速释放带来的后续价格回调风险。
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