This week, component prices continued downward, with eight companies , including Longji, Jingke, Jingao, Tongwei and Dongfang Risheng, lowering their quotations by 0.01-0.05 yuan/W . The component market has not yet stopped falling . During
the week, terminal purchasing sentiment continued to be cold, and the number of orders signed in the distributed market further shrank. At present, component shipments are concentrated in the head and other manufacturers' special component products .
Specifically,
the price of TOPCon components continues to decline, and the price range is now 0.62-0.70 yuan/W . This week, the transaction price fell below 0.70 yuan/W in a large area.
It is worth noting that the head manufacturers indirectly reduce the price by matching products (packaging conventional and degraded components), with the power concentrated above 700W and the price as low as 0.60-0.63 yuan/W . Compared with the previous price, it decreased by 0.02-0.04 yuan/W . The price of
BC components dropped sharply, and this week it officially fell below the "Bamao era", with a quotation of 0.68-0.79 yuan/W . It is worth noting that some BC manufacturers release further promotional signals through the internal channel conference. Sign the bill with a hidden discount of 0.01-0.02 yuan/W lower than open quotation . Driven by this, the actual transaction price of high-power models (640W +) continued to approach the low level of 0.73-0.76 yuan/W , and the technical premium space further evaporated. The price quotation
of HJT components is 0.65-0.76 yuan/W , and the transaction price of conventional components is highly concentrated around 0.70 yuan/W . HJT manufacturers such as Huasheng Xinneng and Guosheng Xinneng have recently observed a large number of component product shipments. According to traders, the transaction orders are between 0.5 and 1.0 MW. At the same time, the price of promotional products dropped again, currently as low as 0.63 yuan/W . On the
demand side , the signing of orders in the distributed market is relatively sluggish, wait-and-see has become the dominant sentiment in the market, and shipments are mainly concentrated in the new special products of the leading manufacturers.
Centralized links performed well in the first week of July, with bidding demand reaching about 4.0 GW. It mainly relies on the second batch of photovoltaic module collection projects of China Resources Power in 2025 to monopolize 3GW . According to the survey of Digital New Energy DataBM. Com, a large amount of demand for centralized mining is expected to be released in the third quarter, especially in the fourth quarter, and centralized demand may be expected to reverse the decline in July.
On July 3, Li Lecheng, Secretary of the Party Leadership Group and Minister of the Ministry of Industry and Information Technology, chaired the 15th Symposium on Manufacturing Enterprises, at which 14 heads of photovoltaic industry enterprises and photovoltaic industry associations participated and made exchanges and speeches. It will comprehensively manage the low-price and disorderly competition in the photovoltaic industry in accordance with the law and regulations, guide enterprises to improve product quality, promote the orderly withdrawal of backward production capacity, and bring a positive signal for the photovoltaic module market to get out of the continuous bottoming market.
At the same time, superimposed on the recent demand for large-scale centralized procurement projects that seem to have been quietly restarted, can follow-up market of photovoltaic modules successfully embark on a rebound trend?
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.62-0.70 yuan/W , and the price drops.
HJT module: the price range is 0.65-0.76 yuan/W , and the price is stable.
BC component: the price range is 0.68-0.79 yuan/W , and the price drops.
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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