The center of gravity of silicon wafer prices has shifted downwards in a narrow range.
The price of 18X silicon wafers in the market is 0.98-1.00 yuan/piece, the price of 210RN silicon wafers is 1.05-1.13 yuan/piece, and the price of 210N silicon wafers is 1.25-1.33 yuan/piece. Currently, the price range of silicon wafers is still in a downward trend, but the magnitude has narrowed significantly, waiting for the final position of raw material costs to be determined. The silicon wafer production in March increased by about 10.71%, mainly due to the increase in the number of natural days. Recently, leading companies have shown signs of reduced production, and it is expected that silicon wafer production will be reduced next month. The market's OEM order volume has increased, with a more concentrated trend. Silicon wafer company inventories are starting to decrease, and after the production schedule for March is confirmed by battery companies, demand exceeds supply, leading to a shift towards destocking in the silicon wafer sector.
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