Boycott low-price internal competition Multiple silicon wafer companies join forces to support price increases.

Recently, due to the tightening demand and price control procurement of batteries in the downstream sector, silicon wafer purchase orders have sharply decreased. Some second- and third-tier silicon wafer companies with tight cash flow have resorted to panic selling, causing a decrease in silicon wafer prices. In response to the price fluctuations, the domestic silicon wafer industry has initiated a joint price support action. "In the current situation, lowering prices is unlikely to stimulate more effective demand, but will instead intensify low-price competition," said Chen Jiahui, a photovoltaic analyst at SMM. In the fourth quarter of this year, the overall transaction volume of the industry chain has significantly decreased compared to the third quarter, with a divergence between quoted prices and actual transaction prices, leading to a trend of "price without market". It is expected that this situation will not change until the second half of 2026. "The joint price support by companies can be seen as a positive attempt to 'counter internal competition' in the photovoltaic industry. For a long time, low-price competition has led to continuous pressure on industry chain profits, causing companies to fall into a vicious cycle of overproduction and losses. This joint price support is not only a short-term price stability action, but also reflects the emerging consensus in the industry on rational competition," said an anonymous person from a silicon wafer company in an interview with reporters. They further emphasized that only by maintaining a healthy industry chain through reasonable pricing can the focus of the solar industry shift from scale expansion to technological upgrade.