Last week's component market was a bit opaque.
Although the sharp rise in the prices of upstream silicon materials and wafers has rendered the overall price increase atmosphere in the market, leading enterprises such as Trina Solar Energy and Zhengtai Xinneng have announced a full range of price increases, and some other leading manufacturers have also disclosed price increase considerations, but second-and third-tier enterprises are still substantially reducing prices to promote sales. The price of TOPCon components dropped below 0.65 yuan/W.
At the same time, a large number of low-price and special-price products emerged in the components of various technical routes last week, which are 0.02-0.08 yuan/W lower than mainstream quotation. Although the grade of these special-price components may be quite different from that of conventional components, they are also favored by downstream customers, and manufacturers are also pushing the boat along to increase the shipment of such low-price products.
In addition, the demand has not improved in the near future, and the news of price increase has not stimulated the enthusiasm of purchasing inquiries. On the contrary, the price of special components as low as 0.61-0.63 yuan/W is bright, and even the supply is tight and the delivery cycle is prolonged.
To sum up, although the leader is trying to push up the price, the second and third lines do not cooperate; the downstream market does not pay; the emergence of special and low-price components, can current round of price increases in the component sector be successfully and comprehensively implemented in the near future? There may be a question mark?
As for the details of the changes and trends of the module market in a week, we will share them with you in the live broadcast of the weekly talk on the PV module market at 10:30 a.m. on Tuesday. Welcome to make an appointment to watch.
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