DBM Video: Loud Thunder, Small Rain? Tongwei, Jingao and Xiexin Raise Quotation Did the downstream pay the bill?

2025-07-17 17:18:52

The prices of Tongwei, Jingao and Xiexin have gone up!

The prices

of Tongwei, Jingao and Xiexin have gone up!

Old friends, in the first half of this week , several leading companies in the PV module market have raised their prices. However, although there are more factories calling for price increases, there is still a lot of room for buyers to bargain. It's really a bit of "loud thunder, small rain",

especially on the side of TOPCon components, Tongwei, Jingao and Xiexin follow the call for an increase of 1 to 3 cents, but I heard that the old price execution can also sign the bill, which is nothing more than three or four days late delivery. The price increase is an incentive to place orders, while retaining the room for low prices.

What's more, most of the special components are the inventory of large factories, and the price has dropped by 1 to 2 cents, and now it has been as low as 0.58 to 0.62 yuan per watt, which has brought a lot of pressure to the current round of component price increases. The demand for

BC components has changed. The single-glass BC products that sold well last year are not selling well now. The inventory is relatively high, and the price drops to 0.67 to 0.70 yuan per watt. On the contrary, high-power double glass is more popular.

Heterojunction transactions are relatively concentrated, and the actual transaction price is concentrated between 0.70 and 0.72 yuan per watt. However, there are also a lot of ultra-low price goods around 0.65 yuan in the market, and the power is particularly high, concentrated in 700 W to 715 watts. Most of them are inventory or degraded products, and the quality may be uneven.

It is noteworthy that there is still a large amount of inventory in the market at present. According to our research, there are thirty or forty megawatts of TOPCon and heterojunction inventory, and about ten megawatts of BC. Now the demand is relatively weak, the sale of special goods is not fast, and the effect of reminder is general.

Generally speaking, manufacturers' willingness to raise prices is still very strong, but there are a lot of cheap goods in the market, and demand is hard to see improvement in the short term. Can this wave of rising prices land successfully? Pay attention to the anchor and take you to track the component market in real time!

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 yuan/W.

HJT module: the price range is 0.65-0.75 yuan/W.

BC component: the price range is 0.67-0.79 yuan/W.

The above survey price is the price including tax and excluding transportation.

All can be viewed after purchase
Correlation

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On November 3, the tender announcement for PC general contracting of photovoltaic power generation project of Shougang Group Mining Company was issued, and the tenderer was Huadian (Qian'an) New Energy Co., Ltd.

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Following British volt, Swedish Northvolt and other companies, BMZ, a veteran German battery company, recently officially announced its application for bankruptcy protection.

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On November 3, Yunnan Guangnan County Development and Reform Bureau announced the withdrawal of 13 new energy project investment and development entities, including 11 photovoltaic projects (865 MW) and 2 wind power projects (290 MW).

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On October 31, Shengxin Lithium Energy announced that the board of directors of the company had considered and approved the Bill on Terminating the Issuance of H Shares and Listing on the Hong Kong Stock Exchange, and the company decided to terminate the planned issuance of H Shares and listing on the main board of the Hong Kong Stock Exchange.

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2025-11-03 15:53:55

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Hu Ming, Secretary of the Party Committee of the General Institute of Electric Power Planning and Design, introduced that in the first half of the year, the equivalent utilization hours of new energy storage in China were about 570 hours, an increase of more than 100 hours over the same period of last year, especially in the peak period of this year.

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The old iron people pay attention, this week the component leader Longji also raised the full range of quotations! However, although the price of components is rising, it is mainly reflected in new high-power products, while those old models with low efficiency not only fail to keep up with the price increase, but also continue to reduce prices and promote sales. The whole market can be said to be "new rise, old fall", and the overall atmosphere is still difficult to rise and easy to fall.

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On October 27, the Administrative Examination and Approval Service Bureau of Xinzhou City, Shanxi Province, published the environmental impact report form of the photovoltaic power generation project (change) of the 100m W agricultural photovoltaic complementary energy storage system in yuanping City. The project is constructed by Shanxi Xinhui New Energy Technology Co., Ltd. It was originally planned to build a 100MW centralized 220kV photovoltaic power station in Fuyang Town, yuanping City and other places, equipped with 10MW/10MWh energy storage equipment, which has been put on record and approved.

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On October 27, Gansu Wuwei Natural Resources Bureau issued the "Notice of Cancellation of Land Pre-examination and Site Selection Opinions for Jiuduntan 3 Million Kilowatt Photovoltaic Project in Liangzhou District, Wuwei City, Gansu Tengger Desert Hexi New Energy Base", because the construction unit applied to change the content of the original planning permission.

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On October 27, the Three Gorges Group issued a tender announcement for the centralized procurement of photovoltaic modules, inverters and fixed support frames (the first batch) in 2026.

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On October 24, the bidding results of the EPC general contracting project of the 50,000-kilowatt photovoltaic sand control pilot project in Xigaze City in 2025 were announced. The bid winner is Sinohydro Bureau 8 Co., Ltd., with a quotation of 78,241,128 yuan and a unit price of 1.565 yuan/watt.

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On October 24, Ningxia Zhongwei Battery Energy Storage Project EPC General Contracting Public Bidding Project of South Grid Energy Storage Company Technology Company was announced. It is reported that the energy storage system of the project uses lithium iron phosphate batteries, and the installed capacity of the DC side is 720MW/1440MWh.

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