Last week , a rumor in the photovoltaic industry stirred up the market nerves, the industry may face a more stringent "production restriction order", the third quarter start-up rate may fall by 10% -15%, although the rumor was refuted by the association on Friday, but has aroused widespread concern. After all, in the current demand environment, the price decline seems to be "unstoppable", and industries and enterprises are eager to find ways to stop the market from falling and rebound, but they can't wait for the savior.
Last week , the scope of price loosening of photovoltaic modules expanded, and after the exhibition, the scope of price reduction spread from second-and third-tier manufacturers to head manufacturers. In particular, the price of TOPCon components can not withstand, the mainstream price is 0.63-0.72 yuan/W, the price of Longji Green Energy and Jingke Energy is reduced by 0.01-0.03 yuan/W, and about 6 second-and third-tier manufacturers are reduced by 0.02-0.04 yuan/W. The price of
BC modules dropped slightly, maintaining at 0.68-0.85 yuan/W, among which, the price adjustment of high-power (640-650 W) modules in the first half of the week led to more MW orders. The price
of HJT components dropped partially, with an overall price of 0.68-0.76 yuan/W. Some small manufacturers followed up with a decline in their distributed quotations, but there were few orders, and the high-power HJT components above 700 W of the head brand were basically cleared. On the
demand side, the demand for centralized and distributed services decreased again last week, especially in the distributed market, and the signing of bills after the exhibition did not meet expectations. Seeing the continuing downturn in the domestic market, photovoltaic module companies are pinning their hopes on the overseas market. Several leading manufacturers have revealed that they have substantially adjusted their capacity allocation and increased the delivery of overseas orders. Three leading companies expect that the proportion of overseas module shipments will exceed 50% in July.
As for the details of the changes and trends of the module market in a week, we will share them with you in the live broadcast of the weekly talk on the PV module market at 10:30 a.m. on Tuesday. Welcome to make an appointment to watch.
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