On the afternoon of December 25, four leading silicon wafer enterprises jointly raised their quotations significantly, with 183.75 at 1.4 yuan/piece, 210R at 1.5 yuan/piece, and 210N at 1.7 yuan/piece, achieving an average increase of an astonishing 12%.
According to SMM analysis, this round of silicon wafer price increases is supported by fundamentals. Recent price hikes in bulk commodity metal products have led to a substantial increase in the non-silicon costs of cell modules, causing the actual transaction center of overall PV main materials to shift upward. Meanwhile, the silicon wafer segment itself maintains healthy inventory levels. Therefore, under conditions of tight supply, the price increase aligns with market expectations, though the actual transaction situation will still depend on downstream acceptance.
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