long holiday, it is worth noting that On October 10, the two ministries jointly issued In the near future, manufacturers' quotations may stabilize.
Specifically,
this week, the price of TOPCon components rose steadily, and the overall price range remained stable at 0.63-0. JinkoSolar's products above 630W rose slightly by 0.005-0.
According to Digital New Energy DataBM, the power of such upgraded products is 5-10 W higher than that of the original version . Prices have also been raised by 0.01-0. At the same time, some second-and third-tier manufacturers are speeding up the elimination of low-power products below 600W and turning to high-power routes in an all-round way. The overall price of
BC components remained stable, and the mainstream price remained at 0.67-0. Some second-and third-tier manufacturers began to ship BC components, and orders were mainly concentrated in small all-black components . At present, the promotion orientation is mainly based on the household market. The overall price
of HJT modules remained stable, with the overall price at 0.69-0. Some HJT battery and module production lines in East China have resumed production , mainly guaranteeing the delivery of large orders. However, the overall production schedule in October will remain low.
It is worth noting that although the price of newly signed contracts for components has been 0.02-0. Compared with the beginning of the third quarter, according to the survey of the Digital New Energy DataBM. Com , the price of newly signed contracts for components has been 0.02-0. It is expected that the low-price spot components will continue to be imported into the market at the beginning of the fourth quarter, and near the end of the year, if the follow-up demand continues to be depressed, a large number of component products may still be dumped and cleared in the middle and late of the fourth quarter. The upward trend of PV module prices will have a greater impact, whether the high transaction can stabilize, whether the scope can be expanded, the market still has doubts. During the
week, the distributed demand is relatively flat, the number of inquiries is high, but the number of landing signatures is small. Due to the release of price increase signals by some brands after the festival, it has led some wait-and-see customers to sign bills, but the current demand is still dominated by small-scale scattered orders, and the overall transaction scale is small.
Centralized demand has not yet started, and the demand for purchasing photovoltaic modules in October is still weak. The calibration scale is about 0.8GW , of which Yunnan Green Energy 400 MW project has completed the calibration, and Tongwei shares have completed the calibration with 0
. The price information obtained from the survey of the digital new energy DataBM. Com is as follows:
TOPCon module: the price range
is 0.63-0.HJT
module: the price range is 0.69-0.TOPCon module: the price range is 0.69-0.HJT module: the price range is 0.68- BC component: The price range is 0.67-0.
The above survey price is the price including tax and excluding transportation.
The above price data is from DataBM.
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