In the first half of the week, the component market as a whole was flat, and some manufacturers competed at low prices through "special price" promotions.
However, the effect of low-price competition is not satisfactory, and the overall number of signed orders in the distributed market is cold. According to the tracking survey of digital new energy DataBM. Com, the volume of transactions did not increase after the implementation of the price adjustment measures of a component leader last week (the final reduction was 0.03-0.05 yuan/W ). At present, buyers are in a strong wait-and-see mood, and it is more likely to continue to the beginning of next year.
Specifically,
the price of TOPCon components has dropped slightly, and the mainstream quotation range has dropped to 0.62-0.72 yuan/W . At present, the market transactions are concentrated on the special component products ( 600-625W or 680-705W ) of the leading enterprises, and some leading manufacturers are continuing to reduce their prices. The clearance promotion price of this part of components has dropped to a very low water level of 0.61-0.65 yuan/W .
At the same time, according to the observation of the Digital New Energy DataBM. Com, the start-up activities of small and medium-sized manufacturers in the market have increased significantly in the near future. As the production of small-sized modules has been significantly reduced compared with last year, the production focus of these small manufacturers is on small-sized modules using 182/183 cells, and the quotation is maintained at the level of 0.62-0.66 yuan/W . The price of
BC components remained stable, with the mainstream range of 0.69-0.77 yuan/W . In the past two weeks, there has been an influx of marine regression components in the market, with power between 600-635 W, but the turnover is average. It is understood that the hot spot of terminal procurement has obviously shifted to 645W + high-power products, and the decline in shipments of low-power products has become a trend. The overall price
of HJT components is 0.69-0.75 yuan/W , and the high price transaction price is slightly lower than 0.01-0.02 yuan/W . According to the survey of digital new energy DataBM. Com, the current high-priced products of HJT components are concentrated in 715 W + high-power products, and the quotation of head manufacturers is stable at about 0.71-0.73 yuan/W . However, some small producers have recently followed up with price cuts to below 0.73 yuan/W.
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 0.62-0.72 yuan/W .
HJT module : the price range is 0.69-0.75 yuan/W .
BC component : the price range is 0.69-0.77 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, for reference only, if you have any questions, you can send a private message to the background.
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