This week, component prices rose slightly, last week, some manufacturers released this week, "up 5-6 points" has not been fully realized, the actual increase is more moderate.
However, due to the rising prices of upstream silicon wafers and batteries, some component manufacturers with low raw material inventory raised their overall quotation by 0.05-0.08 yuan/W in the week. However, due to weak terminal demand, the actual landing of high-priced orders is extremely limited.
In addition, according to the survey, some head manufacturers plan to extend the vacation cycle in August to promote the technological upgrading of production lines, and superimpose a small number of enterprises to transfer part of the base capacity to overseas orders . In August, the overall production schedule of the industry is expected to be further reduced.
Specifically,
the price of TOPCon components rose slightly, and the price range was maintained at 0.61-0.70 yuan/W .
This week, Longji Green Energy, Dongfang Risheng and Haitai Xinneng raised their quotations by 0.01-0.03 yuan/W , focusing on 0.67-0.72 yuan/W .
It is worth noting that, according to a survey conducted by the Digital New Energy DataBM. Com, due to the rising prices of silicon wafers and batteries, about two leading manufacturers with low stocks of raw materials have risen sharply. Its new quotation reached 0.70-0.76 yuan/W , with a weekly increase of 0.05-0.08 yuan/W . However, the new price is limited, and some channel providers have small batches of low-price contract products. The price of
BC components showed a trend of differentiation, with the price range maintained at 0.65-0.79 yuan/W , and some high-power (above 640W) components had insufficient spot inventory due to technological upgrading of production lines. As a result, the price rose slightly by 0.01-0.02 yuan/W , and the stock of conventional components in the low-power section (590-615W) was sufficient, and the price dropped to 0.65-0.70 yuan/ W, becoming the main force of inventory clearance. The price
of HJT components rose by 0.02-0.03 yuan/ W this week, and the price of conventional components of head manufacturers rose to more than 0.70 yuan/W as a whole. The special price space is narrowed. According to the survey of digital new energy DataBM. Com, the current domestic production of HJT cells is relatively low, the proportion of external batteries of component manufacturers is increasing, the output and inventory of components will remain at a low level in the short term, and the price is expected to stabilize. On
the supply side, the domestic production schedule in August is expected to be further reduced , and some manufacturers will transfer some base production lines to overseas orders. At the same time, according to the survey of the Digital New Energy DataBM. Com, about three head enterprises implemented the technical upgrading and transformation of production lines in August, and the number of vacation days of employees in the factory increased. In terms of
distributed demand , the overall situation is still flat. With the stabilization of price increases, the enthusiasm of large purchasers in East and North China has rebounded slightly. However, due to the high temperature off-season and the disturbance of clearance tail goods, the actual progress of signing the bill is slow. In terms of
centralized demand , it is quiet again this week. The one-week bidding demand is about 0.05 GW . The types of components purchased include N-type TOPCon, HJT components and so on. At the same time, the one-week bidding scale is about 1.03 GW , the bidding price range of enterprises is expanded to 0.60-0.77 yuan/W , and the low price is lowered again.
It is worth noting that today (July 25), a seminar on the development review of the photovoltaic industry in the first half of 2025 and the outlook for the situation in the second half of 2025 was held . China's PV installed capacity forecast for 2025 will be increased from 215-255 GW at the beginning of the year to 270-300 GW . It can be seen that the domestic demand for 57-88 GW installed capacity is expected to be released in the second half of the year. However, the demand in the off-season of July-August is still weak, and the rebound signal may appear at the end of Q3.
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.61-0.70 yuan/W , with a slight increase in price.
HJT module: the price range is 0.67-0.76 yuan/W , and the price rises slightly.
BC component: the price range is 0.65-0.79 yuan/W , and the price is more differentiated.
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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