This week, the mainstream transaction prices for domestic P-type monocrystalline PV wafers (182mm) are 1.1-1.2 yuan/piece, and for N-type 18Xmm wafers, they are 1.06-1.15 yuan/piece. This week, wafer prices have "rebounded." Starting from Monday, LONGi, TCL Zhonghuan, Shuangliang, and Gokin Solar successively announced wafer price increases for the 29th. On the 29th, leading wafer manufacturers raised their wafer prices as scheduled. The N182 is quoted at 1.15 yuan/piece, and the N210R is quoted at 1.3 yuan/piece. The quotes have increased by 0.07-0.05 yuan/piece compared to the previous mainstream transaction prices in the market. The wafer market sentiment has indeed improved to some extent in recent days. However, according to SMM, there were no new orders signed on the first day of the price announcement, and the high prices reflect the quotes of leading representative companies. The delivery prices for historical orders remain at 1.06-1.08 yuan/piece. Additionally, wafer scheduled production in September has once again seen a significant reduction, with production reduced to 48.7GW.
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