Last week's component price reduction continued, two leading manufacturers followed up the price reduction, and three small manufacturers also carried out the whole system price reduction this week, but the single atmosphere in the industry is still very flat.
Among them, the price of TOPCon components continued to decline to 0.62-0.72 yuan/W, and manufacturers have successively lowered the price in the past two weeks, with a drop of 0.01-0.04 yuan/W. Judging from last week's situation, the possibility of price decline is still high.
Comparatively speaking, the prices of BC components and HJT components are relatively stable, but the shipment situation is not particularly optimistic. On the
demand side, due to the recent rainy season in East China, some distributed projects may be postponed to July. Centralized demand returned to the low point this week, and the scale of bidding and bidding was less than 15 MW.
Demand is insufficient, but the price is still falling, when is the end? The good news is that the country is finally going to rectify the chaos of photovoltaic low-price competition.
Yesterday, photovoltaic modules were named by the People's Daily. On June 29, the People's Daily published an article by Jin Sheping naming the involution competition of photovoltaic modules.
It is pointed out that on the one hand, the overcapacity of the industry leads to the price "sitting on the slide", while on the other hand, some local governments are still keen on new photovoltaic investment projects.
The article puts forward suggestions that while local governments continue to blindly "innovate", they should crack down on market disorders such as low quality and low price according to law, help the industry transform and upgrade by strengthening standard guidance, and also appeal to enterprises to be self-disciplined. The publication of this
article is undoubtedly a wake-up call to the photovoltaic industry . Unlimited low-price competition is going to be terrible. I don't know if it can curb the recent decline in component prices.
Generally speaking, the photovoltaic market seems to have entered the most difficult stage, but the state has also brought some hope to the industry, but only by working together, can we get out of the darkness as soon as possible and usher in the light.
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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