Dec 20, 2021 08:29 AM (GMT+8) · EqualOcean
Citic securities analysis pointed out that the decline in silicon wafer prices is mainly due to the impact of two factors: weak terminal demand and enterprises reducing inventory. First, the sluggish terminal demand led to the continuous decline of silicon wafer prices. In addition, the overseas PV market has also entered the off-season of demand since December due to holidays and other factors; Secondly, inventory is also an important factor affecting the price of photovoltaic silicon wafers. The destocking behavior of photovoltaic module enterprises is gradually transmitted to silicon wafers upstream. With the accelerated production of silicon capacity of domestic leading enterprises, the expectation of price decline has been strengthened, accelerating the destocking of silicon wafers and the decline of silicon wafer prices.

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