DBM Weekly Review: Up to 6 points/W! Component Price Rise Camp Expands, Order Transaction Accelerates

2025-07-18 14:49:22

This week, component prices began to rise, and the price camp continued to expand.

This week, 0.01-0.

At the same time, the centralized price increase of the head enterprises has a https://www.databm.

on the distribution in some regions Specifically,

the price of TOPCon modules rose slightly, and the price range remained at

0.61-0." Collective Actions of leading enterprises: JinkoSolar, Tongwei Stock, Jingao Technology and GCL Integration all raised their quotations by 0.01-0. Meanwhile, according to the DataBM. Com of Digital New Energy, A leading manufacturer has set a new quotation level for next week, which is expected to rise by 0.01-0.

In addition, according to the research of Digital New Energy DataBM. Com, some second-and third-tier manufacturers are still planning to raise the price by as much as 0.05-0. According to the feedback from the sales side, the internal is generally cautious about whether the price increase can be successfully landed, and the confidence is not sufficient.

It is worth noting that some leading manufacturers are currently adjusting their capacity allocation to supply mainly to overseas markets, and with the contraction of domestic supply, their domestic component sales have achieved the effect of "reducing and guaranteeing prices". At present, the price of the whole series has been raised to

0.BC. The overall range was maintained at 0.67-0. This week, the price of components above 640W rose by 0.01-0.02 yuan/W , and the overall transaction price rose to 0.

The price of low-power BC modules has not changed much, with prices concentrated at 0.67-0.

The price of HJT modules has remained stable for the time being this week, and is now at 0.65-0 as a whole. Some leading manufacturers have disclosed plans to raise prices in the near future.

It is worth noting that the current HJT battery and component manufacturers have maintained a low operating rate , some manufacturers revealed that due to uncertain order expectations, will take "production control price" measures. At the same time, there is a large inventory of HJT modules at the trader, with a stock of about 30 MW . In terms of

distributed demand , the overall impact of price increases this week was slightly warmer. According to Digital New Energy DataBM,

it is worth noting that the construction progress of projects in some areas has been forced to stagnate and delayed due to the high temperature weather in July and August. In this regard, the head manufacturers said that the impact was small, but some second-and third-tier manufacturers were significantly affected by the off-season demand, and there have been arrangements for rotation or shutdown. In terms of

centralized demand , the overall demand remained stable this week, with the one-week bidding demand reaching 0. Meanwhile, the one-week bidding scale was about 0.8GW . The bidding price of enterprises is 0.70-0.

This week, The price information obtained from the survey of the digital new energy DataBM. Com is as follows:

TOPCon module: the price range

is 0.61-0.HJT

module: the price range is 0.65-0.TOPCon module: the price range is 0.65-0.HJT module: the price range is 0.65- BC component: The price range is 0.67-0.

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

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The above price data is from Digital New Energy DataBM.

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Correlation

This week, component prices began to rise, and the price camp continued to expand.

2025-07-18 14:49:22

In the first half of the week, the price of photovoltaic modules continued to fall, and the two companies lowered their quotations twice in the past two weeks by about 0.01-0.05 yuan/W.

2025-07-02 16:09:47

In the first half of the week, the price of photovoltaic modules was lowered in a large area.

2025-06-18 15:17:11

Cement prices in Kinshasa, the capital of the Democratic Republic of Congo, fell as a strike by tractor-trailer drivers ended, showing improvements in domestic transport and supply chains. At the same time, there is a conflict situation in the eastern part of the country, but the peace agreement under international mediation has brought hope and challenges to its economic and social development. This shows that the Congo is changing in different ways, that improved transport has a positive impact on prices, and that the peace agreement will affect its overall development direction.