DBM PV modules: three taps down another 1-3 points/W! Has the battle of "grabbing the market" started?

2025-07-02 16:09:47

In the first half of the week, the price of photovoltaic modules continued to fall, and the two companies lowered their quotations twice in the past two weeks by about 0.01-0.05 yuan/W.

In the first half of the week, the price of photovoltaic modules continued to fall, with two leading companies lowering their quotations twice in the past two weeks by about 0.01-0.05 yuan/W .

In addition, some enterprises try to promote futures, but the willingness of terminal purchasing continues to be low.

Specifically,

the price of TOPCon components still declined slightly, and the overall price of components came to 0.62-0.70 yuan/W . Longji Green Energy, Jingke Energy and Tongwei shares were lowered by 0.01-0.03 yuan/W . At present, the lowest transaction price of the head is 0.65-0.67 yuan/W , and the overall price is 0.01-0.02 yuan/ W lower than last week.

It is worth noting that in order to stimulate the shipment, some manufacturers started the futures promotion strategy (delivery cycle of 10-15 days), offering additional concessions of 0.01-0.02 yuan/ W, but the market response was cold, and the signing volume did not see a significant improvement. The price of

BC components continued to decline, with the price range maintained at 0.68-0.79 yuan/W . Longji Green Energy lowered the price of BC modules by 0.02-0.04 yuan/W . At present, BC modules have fallen below 8 yuan as a whole, and the transaction price of high-power modules (640W +) has reached 0.73-0.78 yuan/W . The price

of HJT components is 0.65-0.76 yuan/W , which has shown a downward trend. The promotion price of conventional components of HJT components of head manufacturers is as low as 0.63 yuan/W . In the first half of the week, a certain number of orders have been completed, and the transaction magnitude is relatively small, each order is about kilowatt level. According to the survey of Digital New Energy DataBM. Com, due to the uncertainty of the distributed market in the third quarter, some HJT batteries and components in East China have recently entered a state of shutdown and vacation.

In the first half of the week, the digital new energy DataBM. Com investigated and learned the price information as follows:

TOPCon components: the price range is 0.62-0.70 yuan/W .

HJT module: the price range is 0.65-0.76 yuan/W .

BC component: the price range is 0.68-0.79 yuan/W .

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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Correlation

In the first half of the week, the price of photovoltaic modules continued to fall, and the two companies lowered their quotations twice in the past two weeks by about 0.01-0.05 yuan/W.

2025-07-02 16:09:47

In the first half of the week, the price of photovoltaic modules was lowered in a large area.

2025-06-18 15:17:11

Recently, Shandong Cement Industry Association issued the Circular on Summer Peak-Staggered Production of Cement Clinker Enterprises in Shandong Province, which shows that all cement clinker enterprises have carried out peak-staggered production tasks as planned, and no illegal kiln opening has occurred.