This week, the market of photovoltaic modules declined steadily, two leading manufacturers followed up the price reduction, and three small manufacturers also carried out the whole system price reduction this week, but the industry's single atmosphere this week is relatively flat.
According to the incomplete statistics of the digital new energy DataBM. Com, the domestic photovoltaic module production schedule was lowered in July, and the head manufacturer's production schedule was divided.
Specifically,
the price of TOPCon components continues to decline, and the price range is now 0.62-0.72 yuan/W . This week, two leading enterprises and some second-and third-tier manufacturers continued to lower their quotations by 0.01-0.04 yuan/W, but the market turnover was still relatively flat, and the buyer's wait-and-see mood was strong.
In addition, many traders have recently revealed that there have been many "low-price reports" in the industry, mainly for the head brand TOPCon component products, thus temporarily curbing the occurrence of some low-price single-grabbing vicious competition. But in fact, manufacturers have lowered prices in the past two weeks, with a drop of 0.01-0.04 yuan/W. In the long run, the possibility of price decline is still high . The price of
BC components is relatively stable, and the range is maintained at 0.68-0.85 yuan/W . Among them, the price of low-power products below 600 W has been as low as 0.62-0.66 yuan/W, but the market acceptance is limited and the inventory digestion is slow. The price of HJT
components is relatively stable, and the range is maintained at 0.68-0.76 yuan/W . It is worth noting that this week's special clearance of the head brand high-power components terminal response is better , 715 W above HJT components have some orders. The inventory of high-power HJT components of other small manufacturers is relatively small, and the stock of conventional components is concentrated around 600-700 W. In terms of production
scheduling, the month-on-month production scheduling declined in July, and the domestic component production scheduling is expected to be around 40-48 GW. According to the survey of digital new energy DataBM. Com, most manufacturers have reduced their production schedules in June, and in July, the head manufacturers mainly adjusted their production schedules, and the differentiation of production schedules is significant.
Specifically, most of the manufacturers are mainly declining, mainly due to the reduction of demand after rush installation, technical transformation of production lines in off-season, etc ., and the reduction of production scheduling in the short term; In addition , two manufacturers revealed that the production schedule would be slightly increased , mainly due to the full domestic orders and the large number of overseas orders. In the short term, the production schedule is flat or even slightly increased . In terms of
distributed demand, this week's signing situation is flat. It is noteworthy that some manufacturers feedback to the digital new energy DataBM. Com that the June signing mainly comes from East China , but the region is in the rainy season, frequent rainfall has affected the delivery and construction progress . As a result, some engineering parties suspended the project procurement plan, and some projects may be postponed to July . In terms of
centralized demand, it returned to the low point again this week, with the scale of bidding and bidding projects less than 15 MW. It is worth noting that this week, the HJT component procurement project issued a calibration announcement, the procurement content is 625W HJT components, Huasheng Xinneng, Hongjun Xinneng, Hengxi Photovoltaic three enterprises were shortlisted.
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components : the price range is 0.62-0.72 yuan/W , and the price drops.
HJT module : the price range is 0.68-0.76 yuan/W , and the price remains stable.
BC components : the price range is 0.68-0.85 yuan/W , and the price remains stable.
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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