DBM PV Modules: Many Enterprises Raise Their Quotations! Is the price of components "rising and falling" or "rising step by step"?

In the first half of the week, the market price of photovoltaic modules showed significant differentiation.

Price reduction actions are mainly concentrated in the second and third-tier enterprises, while the quotations of the leading enterprises have generally stabilized after two consecutive weeks of downward adjustment, with Trina Solar and Zhengtai Xinneng rising slightly.

Recently, despite the industry's rising voice for price recovery and the generally optimistic expectations of orders from leading enterprises, as of Wednesday, the actual landing effect of the price increase action is still relatively limited.

Specifically,

the overall price range of TOPCon components is maintained at 0.61-0.69 yuan/W , but the trend differentiation is obvious. Trina Solar, Zhengtai Xinneng and other leading manufacturers announced an increase of 0.01-0.03 yuan/ W in the price of their full range of products against the trend, but there is still a small amount of inventory supply circulation in the hands of channel providers. At present, the overall price range of the head brand is stable at 0.66-0.69 yuan/W .

In addition, affected by the high spot inventory of some power sections , the transaction prices of second-and third-tier enterprises continue to decline, and are now generally as low as 0.61-0.64 yuan/W . Among them, the small version of low-power components (such as 580-590 W) is particularly prominent due to inventory pressure, and the bargaining space is large . There is a general profit margin of 0.02-0.03 yuan/W. The price of

BC components remained stable as a whole, with the mainstream range of 0.68-0.79 yuan/W . At present, the price of hot-selling high-power products ( above 640W) has been slightly loosened , with a reduction of about 0.005-0.01 yuan/W . According to industry insiders to the Digital New Energy DataBM. Com, this part of the low-cost supply is mainly for the project to return components, although its appearance is the same as the conventional new products, but the actual grade may be different. The price of HJT

components remains stable, but the high price has been loosened, and the current quotation range is 0.65-0.75 yuan/watt .

It is worth noting that, according to the survey of Digital New Energy DataBM. Com, new changes have taken place in HJT production scheduling in July: the operating rate of production lines in Jiangsu and Zhejiang regions has increased. The adjustment was mainly due to the relatively low shipments of HJT manufacturers in the second quarter, and the rising inventory pressure in June led to a reduction in production. In view of the demand for stock in overseas markets and the imminent delivery of orders for centralized procurement in the second half of the year, manufacturers have recently taken the initiative to raise the operating rate .

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 0.61-0.69 yuan/W .

HJT module: the price range is 0.65-0.75 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.