The China Nonferrous Metals Industry's Association Silicon Industry Branch released a statement stating that the main reason for the expansion of this week's silicon wafer price rise is the supply-demand imbalance. Under the high procurement enthusiasm of downstream enterprises, the supply rhythm of enterprises has accelerated significantly, and the consumption speed of wafer inventory has accelerated accordingly. Specifically, the G10L and G12 series wafers are relatively more scarce, and this round of price rise has also indirectly confirmed this fact. In addition, the integrated enterprises began to resume production on a large scale this week, mainly because they had accumulated raw materials in advance. According to the current investment cost, the profit is quite remarkable, which is much more cost-effective than purchasing external wafers. According to statistics, the production capacity utilization rates of the two leading enterprises this week were maintained at 60% and 55%, respectively, and the production capacity utilization rate of integrated enterprises rose to 60%-80%. The production capacity utilization rates of other enterprises were maintained at 40%-80%. The January wafer production was maintained at the previous expectation of 4.6GW.This week, the price of silicon wafers expanded, among which the average transaction price of N-type G10L single-crystal silicon wafers (182*183.75mm/130μm/256mm) rose to RMB1.18/piece, up 7.27%; the average transaction price of N-type G12R single-crystal silicon wafers (182*210mm/130μm) rose to RMB1.3/piece, up 7.69%; and the average transaction price of N-type G12 single-crystal silicon wafers (210*210mm/150μm) rose to RMB1.55/piece, up 9.15%. Except for G12R, which is temporarily not fully accepted by downstream enterprises, other sizes have been fully traded in this round of price rise.This week, the battery price rose and the component price remained stable. The M10 single-crystal TOPCon battery price rose to RMB0.29/W, up 1.75% from the previous week; the price of 182mm TOPCon double-sided double-glazed components remained at RMB0.68/W. As of the end of December, the battery inventory was also basically exhausted. In the case of wafer price rise, it led to the rise of battery prices. The component segment entered the January installation low season and the previous inventory was relatively high, so the price did not rise significantly. According to the above analysis, the shortage of silicon wafers will continue, and the orders that are still in a stalemate in this round are likely to be completed.Note: The image has been removed from the output as it is not relevant to the translation.