upstream polysilicon materials and silicon wafers has been rising recently!
Old friends, the market price of components in the first half of the week can be described as ice and fire! Second-and third-tier enterprises are still trying to reduce prices, and the leading enterprises have already seen signs of price increases.
TOPCon overall price trend differentiation is more obvious, Tianhe and Zhengtai not only did not follow the fall, but also raised the quotation by 1 to 3 cents. However, ah, I heard that there are still some stocks in the hands of channel providers that have not risen in price before, so the actual price range of large factories is basically stable at 0.66 to 0.69 yuan per watt.
Some second-tier and third-tier manufacturers have more spot goods, and then the price goes down. Now it is generally between 0.61 and 0.64 to clinch a deal, especially in the 580,585 power segment. The inventory pressure is the most, and the price can be cheaper by 2 to 3 cents. The price of
BC components is stable, but the price of the hot-selling high power above 640 W has been loosened by 5% to 1 cent. In fact, this batch of goods is mainly returned from the project. It looks no different from the conventional ones, but there may be a little difference in grade.
It is worth noting that in July, the operating rate of production lines in Jiangsu and Zhejiang areas of heterojunction modules increased again, mainly because the sales of heterojunction modules in the second quarter were not very good, and in June, there was more inventory, so manufacturers reduced production.
Now that overseas goods are to be hoarded and large orders for the second half of the year are to be delivered, manufacturers are hurriedly running their production lines at full capacity and hoarding some goods first.
Recently, there is a new situation: the prices of upstream polysilicon materials and silicon wafers have really risen recently!
Although the voice of price increase in the industry is quite loud recently, and the big factories themselves feel that the orders are good, the actual effect of price increase in components is not obvious today. Will the momentum of this wave of price increases be slowly transmitted to the component side, forcing the price to go up? We have to keep watching! Want to know how the follow-up component market is, pay attention to the anchor, take you real-time tracking!
Module price:
In the first half of the week, the digital new energy DataBM. Com investigated and learned the price information as follows:
TOPCon module: 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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