Did you find out? In the first week of November, the expected price increase did not come, but the price of components began to fall quietly! In
November, some manufacturers could not sit still and directly started the "impulse" mode at the end of the year ahead of schedule, further pushing down the market price. The price
of TOPCon components has been partially loosened, especially in the distribution market, where the transaction price of the medium version products of some leading enterprises has quietly dropped by 1 to 3 cents, and now it has fallen to 0.63 to 0.66 per watt.
Heterojunction modules are relatively stable, due to the centralized delivery of some large-scale projects at the end of the year, the purchase price has risen slightly, concentrated at 0.72 to 0.74 per watt. On the
BC component side, we see more and more players entering the game. Among the new players, in addition to Gaojing, TCL Central has also begun to ship its BC products with higher power, featuring 640 to 650 watts, and the price is between 0.72 and 0.75 per watt.
In addition, industry leaders such as Xiexin, Tongwei and Atlas are also laying out BC production lines, but they have not yet achieved large-scale production.
However, there is a phenomenon that is particularly noteworthy: according to our incomplete statistics, the current annual capacity planning of BC modules in China has been very large, reaching 78 to 86 GW, but in the first three quarters of this year, less than 25 GW were actually sold.
Moreover, not only BC components, but also the shipment targets given by various leading manufacturers, there is still a big gap between the total production capacity and the actual shipments since the third quarter. Although some manufacturers said that the fourth quarter is still mainly to clear inventory, but in order to achieve the annual target, strengthening the shipment is an inevitable choice.
So the question is, do you think the follow-up component manufacturers will open the "drop" mode again for impulse? Pay attention to the anchor and take you to keep up with the latest developments in the market!
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