long holiday, the market for photovoltaic modules has improved a little. Although the willingness to place orders is not strong for the time being, Jinko Energy, the leading manufacturer, has started to raise its quotation again. Last week
, the price of TOPCon components rose steadily and remained at 0.63-0.74 yuan/W. Among them, Jingke Energy's products above 630W rose slightly by 0.005-0.01 yuan/W, and most manufacturers will launch new products in the fourth quarter, with prices rising by 0.01-0.02 yuan/W accordingly. The price of
BC components is generally stable, maintained at 0.67-0.79 yuan/W. Part of the second and third-tier manufacturers shipped volume, positioning the household market. The overall price of HJT modules is stable, ranging from 0.69 to 0.75 yuan/W. Some production lines resumed production, but the production schedule in October was still low. On the
demand side, the distributed demand in the week is flat, the number of inquiries is high, but the number of landing signatures is small. Centralized requirements have not yet been activated.
It is noteworthy that although the price of new contracts for components has risen after the festival, there are still many low-priced futures contracts in the market. It is expected that many low-priced spot goods will enter the market at the beginning of the fourth quarter. If the demand is still not improved, the market is likely to sell at a low price at the end of the year.
However, the good news is that according to the latest announcement issued by the two ministries on October 10, it is clear that the next step is to control the low-price competition in key industries, especially the low-price vicious competition in the bidding field. Does this mean that the era of long-term low-price competition in components is finally coming to an end? What do you think?
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