18/07/2025
Yesterday, the price of silicon wafers — the core material for solar panels — surged by around 45% 📈!
🔹 183mm wafers: ¥1.45/piece
🔹 210R wafers: ¥1.65/piece
🔹 210N wafers: ¥1.93/piece
This news has been confirmed by multiple sources, and at least two major wafer manufacturers have already adopted the new prices.
📦 As a result, the prices of solar cells and modules are expected to go up too. First-tier solar brands are now quoting around ¥0.70 per watt, while smaller brands are trailing by about ¥0.05 — a significant price gap.
Meanwhile, a new policy took effect on July 16, stating:
✅ Wafer prices must not be set below their full cost (including tax and expenses)
✅ Enterprises will face strict audits and production controls
✅ Firms violating pricing or reporting rules will be removed from the market
Q3 demand will be capped at 20% of normal levels for now, with policy updates coming in the August review.
⚡ The solar industry is clearly entering a new phase — one focused on stability, sustainability, and enforcing fair pricing. Big changes are on the horizon for supply chains, project costs, and market access.
🛠️ Strategic Takeaways
Module & Cell Producers must prepare for margin compression and rising input costs.
Distributors & EPCs should secure prices early or restructure budgets.
Policymakers aim to stabilize price wars and enforce healthier industry benchmarks.
August policy review could tighten or relax demand and pricing expectations depending on Q3 consumption and inventory.
