DBM Video: Leading Collective Price Rise! Second and third lines are brewing to follow up! Is the "Big Rebound" of Component Market Coming?

2025-07-21 14:32:34

Eight of the 10 leading components have clearly raised their quotations. Is it finally the turn of the photovoltaic industry chain to raise prices? Last week, the price of photovoltaic modules has been rising, the number of manufacturers with rising prices has increased, and the head and second-and third-tier mainstream brand manufacturers without rising prices are also planning to raise prices. The new quotation is expected to rise by 0.01-0.06 yuan/W.

Eight of the

10 leading components have clearly raised their quotations. Is it finally the turn of the photovoltaic industry chain to raise prices?

Last week , the price of photovoltaic modules has been rising, the number of manufacturers with rising prices has increased, and the head and second-and third-tier mainstream brand manufacturers without rising prices are also planning to raise prices. The new quotation is expected to rise by 0.01-0.06 yuan/W.

TOPCon component prices rose slightly, leading enterprises such as Jingke Energy, Tongwei Stock, Jingao Technology and Xiexin Integration raised their quotations by 0.01-0.03 yuan/W, a leading manufacturer is expected to rise by 1-2 cents/W next week, and some second-and third-tier manufacturers are planning to raise their prices by 0.05-0.06 yuan/W, but the sales side lacks confidence. The production capacity of some head manufacturers has shifted to overseas, and the price of the whole series of domestic components has been raised to more than 0.68 yuan/W. The price of

BC modules rose steadily, the price of modules above 640W rose by 0.01-0.02 yuan/W, and the price of low-power modules did not change much, but the delivery was limited. The price of HJT modules is temporarily stable, and some leading manufacturers have plans to raise prices. At present, the operating rate of manufacturers is low, so they take measures to "control production and raise prices", and the inventory of traders is about 30 MW.

Distributed demand has recovered slightly, leading enterprises have raised prices to stimulate the market, and downstream sales have implemented "full price insurance", but inquiries are active in East and Central China. In addition, the high temperature in July and August caused the stagnation and delay of project construction in some areas, and some second-and third-tier brand factories took turns to rest and shut down.

So, what will be the price trend of photovoltaic modules in the future? We will share it with you in the live broadcast of the weekly talk on the market of photovoltaic modules at 10:30 on Tuesday morning. Welcome to make an appointment to watch.

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Correlation

On September 2, the tender announcement for EPC general contracting of two photovoltaic projects under Datang was issued. Datang Chongqing Fengjie Baidi 100MW Centralized Photovoltaic and Fruit Photovoltaic Complementary Test New Project EPC General Contracting Project is tendered by Datang Sanquan (Chongqing) Clean Energy Co., Ltd. with a scale of 100MW and a construction period from September 30, 2025 to September 29, 2026.

2025-09-10 16:43:31

For Longji, it is not too late to enter this time node when he just started.

2025-09-10 13:41:50

On September 9, Yichun Times New Energy Mining, a subsidiary of Ningde Times Holdings, held a "Conference on the Resumption of Production of Lithium-bearing Mine" to promote the resumption of production of Lithium-bearing Mine.

2025-09-10 13:28:53

The cultivation of enterprises and industries can be described as untold hardships, while irrational competition destroys an enterprise and an industry overnight. We must not tolerate this kind of thing.

2025-09-10 11:50:50

On September 5, Yecheng Ruiyineng New Energy Co., Ltd. issued a tender announcement for EPC project of 700000 kilowatt photovoltaic sand control project in Yecheng County.

2025-09-09 15:49:49

On September 4, Guizhou Anshun Tea Light Complementary Photovoltaic EPC Project started in Puding County, including three EPC general contracting projects of photovoltaic power stations in Baiyan Town, Xingnong, Maodong Township and Pingshang Town.

2025-09-09 15:43:57

On September 8, Pawa announced that Zhang Bao, one of the company's co-actual controllers and director, was suspected of duty embezzlement and was investigated by the public security organs. Zhuji People's Procuratorate has made a decision to arrest Zhang Bao for duty embezzlement according to law.

2025-09-09 14:00:02

Whether it is traditional steel, cement, glass, or the new three of our emerging industries-automobiles, photovoltaic panels, power batteries and so on, in fact, we should do the best in the world in the new three, and make less than two years of money, and quickly enter the state of involution.

2025-09-09 13:07:46

On September 5, the Development and Reform Commission of Ganzi Prefecture, Sichuan Province announced the results of the legal person optimization of five photovoltaic projects, such as Daofu Gonglu Phase II.

2025-09-08 16:49:01

On September 5, Daqin Electric Power (Kunming) Group's Shaya County Qindian Investment New Energy Co., Ltd. announced the successful candidate for the 490000 kilowatt photovoltaic sand control EPC project.

2025-09-05 16:45:10

On September 2, Datang Jiantou Huai'an New Energy Co., Ltd. issued a tender for general contracting of PC construction of the main project of the 200MW photovoltaic project, and the tenderer was Datang Jiantou Huai'an New Energy Co., Ltd.

2025-09-05 13:05:21

On September 5, Wang Bin stepped down as Deputy Secretary, Standing Committee, Director and General Manager of the Party Committee of China Electric Power Construction and formally retired.

2025-09-05 11:52:17

In the first half of the week, the components of some models of Atlas and Xiexin Integration were slightly increased by one to four cents.

2025-09-04 17:30:15

Recently, Shizuishan City of Ningxia announced the abolition of a number of new energy storage projects. There are three energy storage projects in the list, with a total scale of 370MW/1180MWh and a total planned investment of 5.26 billion yuan. The reason for the abolition is that the filing documents are overdue.

2025-09-04 16:26:18

On September 3, Gansu Energy announced that its holding subsidiary, Gansu Electric Power Investment Minqin New Energy, intends to invest in the construction of Minqin 1 million kilowatt wind-solar-power integration project.

2025-09-04 11:35:57

On September 3, Dongfang Electric Caofeidian District 125,000 kilowatts fishing-photovoltaic complementary guaranteed photovoltaic power generation project and Dongfang Electric Caofeidian District 125,000 kilowatts fishing-photovoltaic complementary market-oriented photovoltaic power generation project EPC tender termination announcement were issued. The reason for termination is that the construction conditions of the project have changed significantly.

2025-09-04 11:27:43

On September 2, Datang Jiantou Huai'an New Energy Co., Ltd. issued a tender announcement for PC construction of the main project of 150000 kilowatt photovoltaic project.

2025-09-03 16:57:42

On August 29, the tender announcement for PC contracting project of 150000 kilowatt beach photovoltaic power generation project (photovoltaic field and collector line) in Tongzhou Bay of Zhejiang Oilfield was issued, and the tenderer was CNPC Jiangsu Nantong New Energy Co., Ltd.

2025-09-03 15:45:46

On September 2, Guizhou Energy Bureau issued a notice that 11 wind and solar projects, such as Babao New Wind Farm in Dafang County, were included in the construction plan, with a total scale of 1.35 million kilowatts.

2025-09-03 11:39:35

I want to leave Langlang Mountain. Should I go out?

2025-09-03 11:15:27

On September 1, Huaneng Mengdong Company issued a tender announcement for design management + PC general contracting of 500MW photovoltaic project in Wengniute Banner. The tenderer is Huaneng Inner Mongolia Mengdong New Energy Co., Ltd.

2025-09-02 17:37:39

With the passing of August, the first half performance reports of listed companies have finally been fully disclosed.

2025-09-02 15:56:01

On August 29, China Resources Power Fujian Company started the construction of Putian Zhongmen 100MW fishing-photovoltaic complementary photovoltaic power generation project.

2025-09-02 15:36:49

On August 29, Chuxiong Jinjiang Energy Group started five photovoltaic projects simultaneously in Lufeng and yuanmou, with a total installed capacity of 250 MW and a total investment of 1.063 billion yuan.

2025-09-02 13:44:23

On September 1, the announcement of termination of bidding for photovoltaic modules for 120.28 MW supporting new energy EPC projects on some expressways in Anhui Province was issued. The reason for termination is that there are less than 3 bidders entering the second envelope quotation review.

2025-09-02 13:13:36

On August 29, the Hebei Development and Reform Commission announced the "second batch of projects to be arranged for the annual development and construction plan of wind power and photovoltaic power generation in 2025", totaling 81 projects with a total scale of 7.486 million kilowatts (about 7.49 GW).

2025-09-01 17:30:34

Last week, the photovoltaic module market was flat, the leading quotation was stable, but the turnover was small, the accumulation was obvious, the second and third-tier manufacturers were under great pressure to ship, some of them stopped production and took vacations, and the market showed signs of loosening downward.

2025-09-01 17:18:06

On August 29, Gansu Tengger Desert Hexi New Energy Base Wuwei Jiudun Beach 3 million kilowatt photovoltaic project 2.5 million kilowatt PC general contracting public bidding, the tenderer is China Huadian's Gansu Tengger Green Energy Co., Ltd.

2025-09-01 11:58:42

Recently, the fishing-photovoltaic complementary photovoltaic power generation project in Yangdian Township, Feidong County, Hefei, Anhui started, which is one of the key projects (the first batch) in Feidong County in 2025 (Hefei).

2025-08-29 16:49:29

On August 27, the People's Government of Duolun County, Inner Mongolia signed a framework cooperation agreement with China Power Construction Group and China Hydrogen Energy Group on the integrated demonstration project of wind power to produce green hydrogen coupling biomass by-product CO2 to synthesize green methanol.

2025-08-29 16:40:38

On August 29, Heilongjiang Electric Power Co., Ltd. of the State Power Investment Group issued a tender announcement for the general contracting of the 200 MW Grass and Light Complementary Project of Daqing Dumeng Duishan Phase II.

2025-08-29 15:23:25

On August 27, witnessed by the Prime Minister of Egypt, Jingao Technologies signed agreements with AHG of Egypt, Global South Utilities of the United Arab Emirates and Infinity Capital of Bahrain.

2025-08-29 13:28:56

After JinkoSolar, Atlas began to fight back against First solar's patent infringement lawsuit. On August 22, Atlas filed an application to the U.S. Patent Trial and Appeal Board (PTAB) to initiate a patent invalidation procedure (IPR procedure) against First solar's US9130074B2 patent.

2025-08-29 13:23:33

Guys, did you hear? Some component manufacturers in Jiangsu and Zhejiang have begun to arrange holidays!

2025-08-28 17:28:05

On the afternoon of August 27, Xiangcheng Zhengdou (Third Bid) Photovoltaic Project was officially started in Zhengdou Township, Xiangcheng County, Ganzi Prefecture, Sichuan Province. The project construction unit is China Energy Investment (Xiangcheng) New Energy Power Generation Co., Ltd., a subsidiary of China Energy Construction.

2025-08-28 17:25:54

On August 27, the Silicon Branch announced the latest price of polysilicon. This week, the transaction price range of polysilicon n-type re-feeding is 46-51000 yuan/ton, the average transaction price is 47900 yuan/ton, and the week-on-week ratio is flat.

2025-08-28 16:54:49

Recently, CGN released the procurement of EPC general contracting project for Ruoqiang 160MW/640MWh and Luopu 200MW/800MWh independent energy storage projects in Bazhou, Xinjiang.

2025-08-28 14:43:44

On August 28, the All-China Federation of Industry and Commerce released the list of "Top 500 Chinese Private Enterprises in 2025", with 24 photovoltaic and related enterprises on the list.

2025-08-28 14:37:07

On August 22, CGN Nanchuan Coal Mining Subsidence Area 100MW Photovoltaic Project Photovoltaic Area PC General Contracting Project held a commencement ceremony.

2025-08-28 10:55:31

On August 25, the Shanghai Development and Reform Commission announced the results of the competitive allocation of offshore photovoltaic in Shanghai in 2025.

2025-08-28 10:49:58

On August 22, China Power Construction announced the successful candidates for the 146.02 MWp photovoltaic module procurement project of Hetou Wangjia and Wang Xiaocun photovoltaic power generation projects in Mouding County, Chuxiong Prefecture, Yunnan Province.

2025-08-27 16:48:52

On August 26, Huaneng Shaanxi Company announced the bidding candidates for 19 MW photovoltaic project components procurement in Kekedala City, the fourth division of Xinjiang.

2025-08-27 16:42:23

Distributed photovoltaic has become a new force, with more than 400 million kilowatts of new installed capacity, including 160 million kilowatts for household use.

2025-08-27 14:20:04

On August 21, a tender announcement was issued for the PC general contracting project of the 700,000-kilowatt photovoltaic project of CGN Gaojingyuan Network Storage, which is divided into two bidding sections. The tenderer is Qinghai Guangjing New Energy (owned by China General Nuclear Power Group and Gaojing Solar Energy).

2025-08-27 13:06:11

On August 15, the first bid section of the 1000 MW photovoltaic project of Huaneng Xinjiang Jinghe County Low Carbon Transformation Industrial Park was officially started.

2025-08-26 16:01:15

On August 25, China Resources Power announced the successful candidates for the centralized procurement of photovoltaic module equipment (bid section 1-3) for the second batch of photovoltaic projects in 2025. This time, five photovoltaic enterprises were shortlisted, and the overall bidding unit price was between 0.709 yuan/watt and 0.744 yuan/watt.

2025-08-26 14:24:17

On the evening of August 25, Sunshine Power Co., Ltd. announced that it intends to issue H shares and list them on the Hong Kong Stock Exchange.

2025-08-26 11:46:33

On August 23, the 300 MW fishing-photovoltaic complementary photovoltaic power generation project in Tianquanhu Town, Xuyi County, Huai'an City, Jiangsu Province started.

2025-08-26 10:59:00

The invention relates to gravity energy storage, which uses a plurality of cranes to build bricks into a huge open-air tower like building blocks when electricity is abundant, and only needs to let the bricks fall by gravitational potential energy when electricity is urgently needed during the peak period of electricity consumption, thereby driving a generator to generate electricity.

2025-08-25 17:15:31

On August 19, Sichuan Suining Health and Environment Bureau announced that the EIA of 7.2G W high-efficiency crystalline silicon heterojunction photovoltaic cells and components project of Power Investment New Energy Technology (Suining) Co., Ltd.

2025-08-25 17:15:25

In the first half of 2025, Shanshui Cement realized an operating income of RMB 5.554 billion, a year-on-year decrease of 15.42%, and a net profit attributable to parent company of RMB -250 million, a year-on-year decrease of 52.84%.