In the first half of the week, there were obvious signs of "dark fall" in the PV module market.
According to the tracking of digital new energy DataBM. Com, due to the general landing situation, the turnover of high-power components with higher prices in the early stage is not ideal. At the same time, just entering November, some component manufacturers have started the "impulse" task at the end of the year ahead of schedule, and the downward trend of the component market is obvious.
In addition, according to the special survey of digital new energy DataBM. Com, the number of manufacturers entering the BC component market has continued to increase since the second half of 2025, and about four enterprises have produced and sold their products. Specifically
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the price of TOPCon components has been partially lowered, the quotation range has remained at 0.63-0.75 yuan/W , and the price of individual power models has been loosened.
It is worth noting that due to the general situation of the early price increase plan, the turnover of high power and high price components is not ideal. At the same time, in the last two months of 2025, the visibility of market demand is still very low, and some manufacturers have begun to start the fourth quarter "impulse" task ahead of schedule. This week, the mid-version TOPCon component products of some leading enterprises once again lowered the transaction price by 0.01-0.03 yuan/ W in the distribution market, and the current transaction price is maintained at 0.63-0.66 yuan/W . The price
of HJT components is 0.69-0.75 yuan/W , which remains stable as a whole. The recent production scheduling and shipment of mainstream HJT manufacturers have been relatively improved, and the centralized delivery period at the end of the year is approaching. The purchase price of large-scale centralized projects of HJT component products has increased slightly, and is now concentrated between 0.72-0.74 yuan/W .
The BC module remained stable at 0.69-0.77 yuan/W .
In addition, according to the latest survey by the Digital New Energy DataBM. Com, the number of manufacturers laying out BC component products is increasing. In addition to the BC head Shuangqiang Longji and Aixu, as well as Gaojing, which has been mass-produced in the middle of the year, TCL Central has also achieved mass production and has obtained orders in the distributed market. At present, the product power of this part of TCL Central Ring is relatively high (mainstream 640-650 W ), and the price range is 0.72-0.75 yuan/W .
In addition, Xiexin, Tongwei, Atlas and other enterprises have laid out production lines, but have not yet achieved large-scale production.
According to incomplete statistics, up to now, the overall annual production capacity of domestic BC products is about 78-86 GW , but the actual shipment volume in the first three quarters of this year is less than 25 GW . A number of manufacturers revealed that the next BC component products will be the focus of enterprise layout.
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 0.63-0.75 yuan/W .
HJT module: the price range is 0.69-0.75 yuan/W .
BC component: the price range is 0.69-0.77 yuan/W .
The above survey price is the price including tax and excluding transportation.
Click here for more component pricing information.
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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