This week, 's recent" small composition "on limiting production and raising prices was widely spread in the market. The production capacity of each link in the follow-up industrial chain will be limited to less than 65% , and there are also multiple versions of information about the guiding price of photovoltaic modules, with a minimum price range of
0.73-0. According to Digital New Energy DataBM.
In addition, according to our research, the current component price has risen significantly. The leading manufacturers in the distributed market have raised their quotations by 0.03-0.05 yuan/W, and the highest quotation has risen to 0. The overall market price atmosphere is strong.
Specifically,
TOPcon components are rising steadily, and the quotation range is 0.64-0. The mainstream transaction price of head enterprises has reached 0.68-0.72 yuan/W , which is about 0.02-0 higher than that before the festival. However ,
in the first half of the week, the quotations of the two leading manufacturers, Jingke Energy and Jingao Technology, rose, and in the second half of the week, a number of leading companies planned to follow up. According to incomplete statistics, three head manufacturers have released information that prices will be further raised next week, and the follow-up landing situation needs to be tracked.
In addition, driven by the leading enterprises, some second and third-tier manufacturers have also begun to follow the rise. The price of
BC components is generally stable, and the mainstream price is maintained at 0.67-0. It is noteworthy that BC components have been very active in overseas markets recently. Prices in Western European markets have risen (by 5% -10%) as a result of policy. In addition, in October, with the arrival of 640W + BC component products scheduled by overseas distributors, the power upgrade of the main component products in the follow-up overseas market is expected. The price
of HJT components is maintained at 0.69-0. According to some manufacturers, there are more manufacturers on the production side of HJT, and the main start-up force is concentrated in East China. The recent premium of overseas HJT batteries and components has prompted more domestic manufacturers to increase their efforts to tap export orders.
Distributed market demand has warmed up this week, this round of price increases to a certain extent stimulated the downstream signing, unit price 0. At the same time, some pre-holiday orders began to be delivered one after another, mainly concentrated in East and North China. However, most of them are hoarding behavior at the channel level.
Centralized demand has increased, with bidding demand reaching 2 this week. The scale of bidding is small, and the capacity of public bidding projects is less than 1.0 GW . The bidding price is highly concentrated at 0.70-0.
This week, 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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