In the first half of the week, individual head PV module manufacturers raised their product prices.
However, the current component market price increases are mainly concentrated in new high-power component products , while inefficient components are still in price reduction and promotion , and the market presents a differentiation pattern of "new products rising, old products falling". The market as a whole is in an atmosphere of " difficult to rise and easy to fall" .
It is worth noting that the production scheduling plans of major component manufacturers in November are obviously differentiated: some manufacturers stop work and take vacations . At the same time, some manufacturers have a significant willingness to increase production. The main factors affecting the increase or decrease of production scheduling are the order quantity and inventory level. According to the research of Digital New Energy DataBM. Com, some component manufacturers have recently undertaken new project orders and OEM orders, restarted production, and are in the stage of recruitment and start-up. Specifically
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the price of TOPCon components was mixed, and the price range was maintained at 0.64-0.75 yuan/W . Longji Green Energy raised its quotation by 0.01-0.02 yuan/ W this week, covering the power range of 620-635 W. But at the same time, the price of some leading enterprises has been loosened. In order to promote the signing of bills at the end of the year, many component manufacturers have launched special conventional products one after another, and the price has been as low as 0.64-0.66 yuan/W , trying to pull short-term transactions with limited price reduction. The price of
BC components increased slightly and remained at 0.67-0.77 yuan/W as a whole. Longji Green Energy raised the price of BC components by 0.01 yuan/W , covering the power range of 620-650 W. However, according to the survey of digital new energy DataBM. Com, due to the large number of distributors hoarding goods in the early stage, the current channel is still mainly to digest inventory, the actual transaction is still executed according to the price before adjustment, and it will take time for this round of price increase to be transmitted to the terminal. The price
of HJT components is 0.69-0.75 yuan/W , and the price of some small manufacturers is 0.01-0.02 yuan/W . At present, the supply of HJT component products is mainly large-scale projects, with fewer distributed small orders, and long-term low production scheduling operation. However, according to the research and development of Digital New Energy DataBM. Com, HJT production lines in East China , such as Zhejiang and Anhui, are planned to increase the start-up rate in the near future , and the production schedule in November is expected to increase slightly.
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 0.64-0.75 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.
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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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