This week, the expected large-scale price increase did not come as expected. The high-power products that led the rise
last week were limited by limited production capacity and low spot supply, and the actual signing scale remained at a low level this week.
At present, the transaction price range of components is mainly concentrated in 0.66-0.69 yuan/W (corresponding to 610-630 W ). According to the survey feedback from the Digital New Energy DataBM. Com in the first half of the week, five front-line enterprises have no clear price increase plan at present, and the overall willingness to increase prices is not strong. Most companies further indicated that they initially planned to reduce the operating rate from late October to November to cope with the current weak demand situation and cost pressures.
Specifically,
the price of TOPCon modules rose slightly, and the overall range was maintained at 0.64-0.75 yuan/watt . Although transactions above 0.70 yuan/W continue to appear, most orders on the market are still between 0.66-0.69 yuan/W .
It is worth noting that the high-power large-version low-price contracts signed in the early stage are gradually being consumed. According to the Digital New Energy DataBM. Com, the margin of such contracts in the hands of distributors is relatively small, and the scale is between 1-3MW . However, due to the generally high pricing of new contracts, downstream terminal installers and large traders still maintain a wait-and-see attitude, and the transmission of price increases is expected to take a long time. The overall price of
BC components remained stable, and the mainstream price remained at 0.67-0.79 yuan/W . It is worth noting that distributors still have large quantities of 615-635W low-power inventory in their hands. In order to speed up inventory clearance, these products have recently been sold close to the bottom price, and the transaction price has been as low as 0.70-0.74 yuan/W , which is about 0.01-0.02 yuan/ W lower than that at the beginning of the month.
In addition, the production line transformation of some BC manufacturers is intended to achieve the delivery of large household components in December. Recently, the production line has been shut down for upgrading and transformation. The price
of HJT components remained stable, ranging from 0.69 to 0.75 yuan/W as a whole . It is worth noting that the current production scheduling differentiation of HJT manufacturers is obvious, the head manufacturers still maintain the normal operation of component links, and even recently the battery workshops of individual manufacturers in East China are close to full production , but a large number of small manufacturers are on vacation and shutdown.
However, according to the research of Digital New Energy DataBM. Com, the purchasing enthusiasm of HJT components in the current distributed market is not high . Some large distributors have revealed that they have suspended orders for HJT component products . The overall
distributed market demand is light, the stock of high-power components is small, and the order delivery cycle is extended to 10 days or more. At the same time, the visibility of small orders has increased, and most manufacturers have flexibly supported small batch shipments in order to promote transactions.
Centralized market demand has declined, and this week's bidding demand visibility is low, only about 0.2G W. However, the scale of bidding has increased significantly compared with last week, about 0.9 GW , and the bidding unit price of enterprises is between 0.67-0.77 yuan/W . The average price is still stable at 0.72 yuan/W . On the
supply side , considering the weak demand and the difficulty of price increase transmission, the current downstream component manufacturers mostly adopt the strategy of "production based on sales". Some integrated manufacturers revealed that they would reduce the operating rate of batteries and components from late October to November. At the same time, according to the Digital New Energy DataBM. Com, under the current situation of rising prices of raw materials in the upstream, some head component manufacturers have suspended purchasing high-priced raw materials and reduced the corresponding product scheduling scale.
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components : the price range is 0.63-0.74 yuan/W .
HJT module : the price range is 0.69-0.75 yuan/W .
BC component : the price range is 0.67-0.77 yuan/W .
The above survey price is the price including tax and excluding transportation.
Click here for more component pricing information.
The above price data comes from the research of digital new energy DataBM. Com, for reference only, if you have any questions, you can send a private message to the background.
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