Last week , the price of photovoltaic modules continued to rise, the two leading manufacturers took the lead in raising prices, driving a number of leading and small manufacturers to follow up, missed the "golden nine" market, the demand for modules in the fourth quarter finally rose?
Recently, it is widely rumored in the market that the production capacity of the photovoltaic industry chain will be limited to less than 65%, and the minimum price of components will be 0.73-0.76 yuan/W.
But in fact, according to our research, after the "rush to install" in the first half of the year, the operating rate of component manufacturers has continued to decline, and the domestic component production schedule in October is also significantly lower than that in September.
On the positive side, the price of components has also risen significantly in the near future. The quotation of leading manufacturers in the distributed market has increased by 0.03-0.05 yuan/W to a maximum of 0.75 yuan/W. The average price of bidding for centralized procurement has risen for two months in a row, and the market has a strong atmosphere of price increase.
Specifically, this week, the price of TOPcon components rose steadily, ranging from 0.64 to 0.75 yuan/W, the mainstream transaction price of leading enterprises was 0.68-0.72 yuan/W, which was 0.02-0.03 yuan/W higher than that before the festival, and the high price of 0.75 yuan/W was less popular because of limited production and long delivery period. In the first half of the week, the quotations of Jingke Energy and Jingao Technology rose, and in the second half of the week, several leading manufacturers planned to follow up. Three leading manufacturers said they would adjust their prices again next week, and the second and third-tier manufacturers followed suit. The domestic market quotation of
BC components is temporarily stable, with the mainstream price of 0.67-0.79 yuan/W, but the overseas market is active, and the market price in Western Europe has risen by 5% -10%. The price of HJT components is 0.69-0.75 yuan/W, and the premium in overseas markets has also prompted manufacturers to try to tap export orders. On the
demand side, the distributed market is warming up, the price rise stimulates the signing of orders, the acceptance of orders above 0.70 yuan/W is rising, and the delivery of orders before the festival is mostly hoarded by channel merchants; the centralized demand is growing, the tender this week exceeds 2.4G W, the scale of bidding is small, and the bidding price is concentrated in 0.70-0.72 yuan/W.
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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