In the first half of the week, the actual price increase action of photovoltaic module manufacturers was limited, and the bargaining space was still significant, showing the characteristics of " strategic price increase ".
Specifically,
the price of TOPCon components showed a pattern of " rising and falling ", following the release of price increase signals by some leading manufacturers last week. This week , Tongwei Stock, Jingao Science and Technology and Xiexin Integration also followed up to raise the quotation 0.01-0.03元/W . However, up to now, the actual signing price has remained at the level before the rise, and the new quotation has not been fully implemented.
At the same time, the price of special price components (mostly the stock products of head manufacturers) in circulation in the market has been further lowered, and the 0.01-0.02元/W has been generally lowered again. The current quotation is 0.58-0.62元/W , which exerts continuous pressure on the price of photovoltaic modules. The price of BC
components remained stable, and the price range was stable between 0.67 and 0.79元/W . It is noteworthy that the purchasing preference of BC components has changed significantly, and the hot-selling BC single glass components last year have accumulated . The price of these products has been loosened to the 0.67-0.70元/W range, and the demand side response is weak. At the same time, the inquiry enthusiasm of high power BC double glass components has increased significantly. The price of HJT
components is between 0.65 and 0.75元/W , but the recent transaction price has been highly concentrated between 0.70 and 0.72 yuan/W . Digital New Energy DataBM. Com observed that a large number of special HJT components with 0.65 below RMB/W were poured into the market, with power up to 700-715 W, most of which were inventory and degraded components. There are some quality differences.
It is worth noting that although the ranks of manufacturers with recent component price increases are expanding, there is still a large bargaining space in the actual transaction. Some enterprises adopt the strategy of "high price can pick up goods immediately, low price needs to wait" , aiming at speeding up purchasing decisions , while retaining room for low price transactions.
In addition, the first half of the digital new energy DataBM. Com survey shows that the market inventory of special components is considerable, and the impact on the price momentum will continue. Among them, the inventory of some brands of TOPCon and HJT modules is about 30-40 MW , while the inventory of some brands of BC modules is about 10-15 MW. But at present, the shipment speed is relatively slow, and in the off-season of demand, the reminder ability of special price components is general .
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 0.61-0.69元/W .
HJT components : the price range is 0.65-0.75元/W .
BC component : the price range is 0.67-0.79元/W .
The above survey price is the price including tax and excluding transportation.
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of components. 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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