This week, the photovoltaic module market as a whole is relatively depressed, the focus of signing is still around low-cost products, the domestic market "winter" signs are obvious.
At the same time, the price of silicon wafers and batteries has loosened and declined this week , although it has not yet been transmitted to the component side, but the cost support of the component price has weakened, and the objective fact of the current sluggish demand has been superimposed. Component prices are likely to see a new round of decline at the end of the year .
In addition, there are recent rumors that the industry will set up a component benchmark price of 0.735 yuan/W , while only a few 640W + component products in the current quotation of leading enterprises reach the water line. However, according to a survey by the Digital New Energy DataBM. Com, some of the component tenders released this week are limited to 0.70 yuan/W or less , and the "0.735 yuan/W benchmark price" may have some acceptance problems.
Specifically,
the price of TOPCon components has been partially lowered, the current quotation range is 0.63-0.75 yuan/W , the low price continues to decline, and the high-price transaction orders decrease.
It is worth noting that some small factories rely on low price orders , and the signing situation has improved slightly. A small number of small component factories that have been shut down for a long time have recently received temporary orders, or even resumed production for a short time. Most of the ordered products are low-power components ( 580-590 W ) suitable for the transformation of old power stations, and the order scale is about 50-100MW. The average transaction price was maintained at a low level of 0.60-0.63 yuan/W . The price of
BC components was stable as a whole, and the overall range was maintained at 0.69-0.77 yuan/W . This week, the inventory clearance of 640W + products of the two leading enterprises was quite effective, and the unit price of this part was 0.72-0.74 yuan/W . At the same time, the visibility of high-priced BC component products above 0.76 yuan/W is very low. The price
of HJT components has been partially reduced, and the overall range remains at 0.69-0.75 yuan/W . However, the transaction price of large-scale centralized projects has been slightly reduced, which is now around 0.73 yuan/W . In addition, at the end of the year, a small number of new projects were added, and HJT components in stock were promoted at low prices, with power concentrated at 700-715 W and prices as low as 0.68 yuan/W .
The distributed market demand shows the characteristics of " cooling down at home and warming up overseas". According to some leading enterprises to the Digital New Energy DataBM. Com, the order volume of distributed projects in North China has declined significantly recently , and the market activity is less than last month . At the same time, the overseas market is relatively hot, many leading manufacturers said that the current focus of shipment is in overseas areas, including Europe, the Middle East, South Asia, Latin America and other overseas markets.
Centralized market demand continued to be weak, and this week's tender demand was about 0.2G W, down sharply from last week (3.3G W last week). The bidding scale increased significantly compared with last week, reaching 1.08 GW , and the bidding unit price of enterprises was between 0.64 and 0.74 yuan/W . According to the statistics of Digital New Energy DataBM. Com, the demand for collection in recent two months is still not optimistic, especially compared with 2024, the overall order size in the third and fourth quarters has decreased significantly compared with the same period last year. The monthly fixed volume decreased by 25-95% year on year .
This week, the price information of digital new energy DataBM. Com is 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.
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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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