In the first half of the week, the price of photovoltaic modules continued to rise steadily.
According to the survey of Digital New Energy DataBM. Com, seven of the top 10 enterprises have raised their component quotations . In the first half of the week , Longji Green Energy and Dongfang Risheng raised their quotations by 0.02-0.03 yuan/W , and some second-and third-tier manufacturers were slightly affected by the rising cost of raw materials.
However, the transaction of new price orders is extremely limited, and the characteristics of "price without market" are significant.
Specifically,
the price of TOPCon components rose slightly in the first half of the week, and the price range remained at 0.61-0.70 yuan/W . The overall quotation of head enterprises comes to 0.65-0.70 yuan/W . At the same time, affected by the rise of upstream silicon wafers, some second and third-tier manufacturers rose by 0.01-0.03 yuan/W synchronously . The price of
BC components rose slightly, with a price range of 0.67-0.79 yuan/W . Among them, some head manufacturers have more than 640W high-power components, which directly lead to insufficient spot inventory due to technical renovation of production lines, and the delivery period of signing orders has been extended to more than 7 working days or even suspended . The price
of HJT components rose by 0.02-0.03 yuan/W , the overall range was 0.67-0.76 yuan/W , and the low price range was significantly narrowed. The price of HJT components above 700 W of head manufacturers is adjusted back to 0.72-0.75 yuan/W . Due to the current low overall production schedule of HJT component manufacturers, small manufacturers have not yet followed up the price increase.
On the whole, the price of photovoltaic modules is on the rise, but the price transmission to the terminal encounters significant resistance , and the new orders reached after the latest price increase are extremely limited. The actual transaction is highly dependent on the low-price orders that have been locked in the previous period.
According to the research of Digital New Energy DataBM. Com, Component manufacturers continue to provide " special price windows " (such as 0.70-0.74 yuan/W for BC components and 0.65-0.69 yuan/ W for HJT components). It has become the "cost-effective" choice in the market, and the shipment of this part of products has shown significant growth.
At the same time, Some TOPCon head manufacturers adopt the strategy of " delayed delivery " for the orders that have not been executed before the price increase (for example, they clearly indicate that they need to wait 15-20 working days to sign the order at the old price before delivery). In order to catalyze the transaction of high-price orders and delay the delivery process of low-price orders, and maintain the volume of transactions in disguised form. However, downstream customers generally believe that the future price trend is uncertain, and most purchasers refuse to lock in new price orders in advance.
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 0.61-0.70 yuan/W .
HJT module : the price range is 0.67-0.76 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.
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. The above price data comes from the research of digital new energy DataBM. Com. It is for reference only. If you have any questions, you can send a private message to the background.
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