This week, the scope of PV module price loosening significantly expanded, following the exhibition, the price reduction spread from the second and third tier manufacturers to the head manufacturers. In addition, in the face of the recent downturn in domestic market demand, leading manufacturers and some second-and third-tier manufacturers are actively increasing the development of overseas component sales market, and generally increasing the planning of overseas market shipments.
Widespread concern is that this week there are rumors that the photovoltaic industry may face a more stringent "production restriction order", the industry's operating rate in the third quarter will generally be reduced by about 10%-15%. However, the news was refuted by the relevant head of the association on Friday. According to the survey of Digital New Energy DataBM. Com, the production scheduling strategy of head manufacturers was divided in July, and the production scheduling of two head manufacturers will continue to increase slightly.
Specifically,
the overall price of TOPCon components is under downward pressure, and the mainstream price range is maintained at 0.63-0.72 yuan/W . The quotation of Longji Green Energy and Jingke Energy was reduced by 0.01-0.03 yuan/W .
In contrast, the price reduction of about 6 second-and third-tier component manufacturers is more significant, with a general decline of 0.02-0.04 yuan/W . According to the survey of Digital New Energy DataBM. Com, some small manufacturers are planning or have implemented to expand the overseas photovoltaic module sales market, focusing on the product sales side, and have not yet disclosed plans to invest in overseas power plants. The price of
BC components dropped slightly and remained at 0.68-0.85 yuan/W . It is worth noting that the price adjustment of high-power ( 640-650 W ) components in the first half of the week has played a positive role in stimulating the signing of orders, which has led to more MW-scale orders . At present, the transaction price of this specification component is maintained at a relatively high level
of 0.79-0.82 yuan/W , and the price of HJT component has partially declined. Now the overall price is 0.68-0.76 yuan/W . The distributed quotation of some small manufacturers followed up the rhythm of the head manufacturers and was reduced to about 0.74-0.76 yuan/W , but there were fewer orders. In addition, the high-power HJT component products above 700 W promoted by the head brand at the price of 0.68-0.72 yuan/W since June have been basically cleared , and the current inventory level is low.
Distributed demand decreased again this week, and the number of orders signed after the exhibition did not reach the expected level. It is worth noting that the overseas market has recently become a bright spot, according to the digital new energy DataBM. Com from a number of head manufacturers, enterprises are actively adjusting the allocation of production capacity, increase the delivery of overseas orders. According to incomplete statistics, three leading companies have clearly disclosed that the proportion of overseas component shipments in July is expected to reach more than 50% of the total shipments.
Centralized demand has dropped sharply this week, with a bidding scale of about 0.32G W , and the main type of procurement is N-type components. Among them, Hunan Chendian New Energy Development Co., Ltd. launched the third tender for the first batch of photovoltaic module procurement projects in 2025, and the previous two tenders were rejected because there were less than three qualified bidders. The calibration scale is about 0.21 GW , which is 0.20 GW less than last week .
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.63-0.72 yuan/W , and the price drops.
HJT module: the price range is 0.68-0.76 yuan/W , and the price decreases slightly.
BC component: the price range is 0.68-0.85 yuan/W , and the price decreases slightly.
The above survey price is the price including tax and excluding transportation.
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. The above price data comes from the research of digital new energy DataBM. Com. It is for reference only. If you have any questions, you can send a private message to the background.
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