This week , the photovoltaic module market showed signs of rising prices. According to a survey by the Digital New Energy DataBM. Com, some leading manufacturers have raised their quotations slightly this week, while some leading manufacturers have released price increase signals, considering raising prices in the near future. However, in order to win orders and market share, some second and third-tier enterprises are still increasing their efforts to reduce prices and promote sales.
Meanwhile, a large number of low-cost components have emerged in various technical routes (TOPCon, BC, HJT) on the market this week.
On the whole, although the rising prices of upstream silicon materials and wafers have injected generally optimistic expectations into the component market this week, and the industry is looking forward to rising sentiment, the significant differentiation of price strategies between the head and the second and third-tier enterprises and the influx of a large number of special components have exerted great pressure on the current round of price increases. At the same time, the demand side is generally cautious and wait-and-see attitude before the price increase action of component manufacturers has been fully implemented.
Specifically,
the price of TOPCon components showed a trend of differentiation. This week, Trina Solar and Chint New Energy raised their quotations, while second-and third-tier manufacturers slowly lowered their prices to below 0.65 yuan/W. The high-price space actually collapsed , and the price came to 0.61-0.69 yuan/W . The price of
BC components remained stable, with a range of 0.68-0.79 yuan/W . According to the survey of Digital New Energy DataBM. Com, BC small version single glass components are more popular in the European market, and the products with power of about 550 W have been in full production since the beginning of the year. The price
of HJT components is between 0.65-0.75 yuan/W , and some small manufacturers have slightly lowered their prices this week. It is worth noting that the head HJT manufacturers have come out with the news of price increase, and have not yet implemented specific actions.
In addition, the Digital New Energy DataBM. Com observed that a large number of low-cost components of TOPCon, BC and HJT components have flooded into the market recently, which is 0.02-0.08 yuan/ W lower than mainstream quotation. This phenomenon is mainly due to the significant preference of downstream purchasers for special price products, prompting manufacturers to launch corresponding low-price products to respond to demand, but it is worth noting that these special price components may be quite different from conventional components in grade. In terms of
distributed demand , the overall domestic performance is flat. Despite the current hot news of price increase, this signal has not yet effectively stimulated the enthusiasm of the market for purchasing or inquiring. However, in the face of the strong demand for high cost-effective products downstream, individual manufacturers have precisely launched highly competitive special components (the price is at a low level of 0.61-0.63 yuan/W ). This part of the product shipment situation is bright, and even there is a phenomenon of tight supply and 2-3 working days extension of the delivery cycle. These low-cost components have successfully attracted widespread attention from the demand side, but they may also put significant pressure on the recent price increases that manufacturers are trying to implement.
In contrast, the number of component inquiries in overseas markets has increased significantly in the past two weeks, the heat of export trade has increased, and the proportion of overseas shipments of TOPCon and BC components has continued to increase. According to BC component head companies, their overseas shipments have accounted for more than 40% since the second quarter, while the other two TOPCon leading companies also said that their overseas shipments in July are expected to account for more than 50%.
Centralized demand , one-week bidding demand reaches about 0.67 GW, and the type of purchased components is N-type TOPCon components, HJT, etc. At the same time, the one-week calibration scale is about 3GW , mainly relying on the procurement of photovoltaic module framework of China Railway Construction Network Information Technology Co., Ltd. in 2025.
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.61-0.69 yuan/W , and the price is divided.
HJT module: the price range is 0.65-0.75 yuan/W , and the price is slightly reduced.
BC component: the price range is 0.68-0.79 yuan/W , and the price is relatively stable.
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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