Last week, someone reported an increase of 0.05-0.08 yuan/W. Did anyone pay for it?
Continuing the previous week's price increase, component prices rose slightly last week, but some companies claimed to "rise 5-6 points" last week did not fully realize. Some manufacturers with low inventory raised their quotations by 0.05-0.08 yuan/W, but in fact, such high-priced orders have basically not been signed.
Specifically,
the price of TOPCon components rose slightly last week, with Longji, Risheng and Haitai raising their quotations by 0.01-0.03 yuan/W, focusing on 0.67-0.72 yuan/W. Another two leading manufacturers rose sharply due to low inventory, and the new quotation reached 0.70-0.76 yuan/W, but the transaction was limited.
BC module price differentiation, high power section rose slightly, low power section price clearance, the overall price range is 0.65-0.79 yuan/W. The price
of HJT components rose by 0.02-0.03 yuan/W this week, and the quotation of head manufacturers rose to more than 0.70 yuan/W. Due to the low production schedule of cells and the increase in the proportion of cells purchased by module manufacturers, the production and inventory of modules will remain low in the short term, supporting price stability.
Compared with the continued rise in the market, demand is still in the mid-year off-season.
The distributed demand is flat, the inquiry has rebounded slightly, but the signing is slow, the centralized photovoltaic is also particularly cold, the bidding volume is about 0.05 GW in a week, but the calibration is more, about 1.03 GW. Demand is still weak in the off-season
of July-August, and it is estimated that the situation will not improve until the end of the third quarter.
As for the details of the changes and trends of the module market in a week, we will share them with you in the live broadcast of the weekly talk on the PV module market at 10:30 a.m. on Tuesday. Welcome to make an appointment to watch.
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