This week, Longji, Jingke and other major component leaders have officially announced the launch of new products, which also reflects the acceleration of the current component efficient iteration process. In addition, Jingao, Aixu and other manufacturers have also launched year-end ordering activities.
While the head enterprises are speeding up the delivery of new high-power products at the end of the year, according to the observation of the Digital New Energy DataBM. Com, a large number of inefficient components are being sold at low prices in the distributed special price market. The price of a single piece has been cut from 300-400 yuan per piece a few months ago to 100-200 yuan per piece at present . At the end of the year, major component manufacturers are speeding up inventory clearance.
Specifically,
the TOPCon module has a partial decline as a whole, and the current range is 0.62-0.72 yuan/W . This week, it was observed that the promotional price of 182/183 components of some manufacturers dropped to a very low level of 0.61-0.65 yuan/W .
It is noteworthy that there is a structural contrast between the supply and demand of TOPCon large-version components: according to the research of Digital New Energy DataBM. Com, the spot supply of 720-725W high-power products is relatively abundant. On the contrary, the supply of 710-715 W models with slightly lower power is tight . Although the actual transaction prices of the two enterprises in the head are similar, they are concentrated in the range of 0.67-0.70 yuan/ W, but because the terminal acceptance of higher power components has not fully kept up, the current 720W + high power products still need to rely on manufacturers'sales and distribution channels to strengthen guidance to promote shipment. The price of
BC components dropped slightly, with a price range of 0.69-0.77 yuan/W . This week, the price of high-power products used by retail investors with relatively strong prices also showed a loosening of 0.01-0.02 yuan/W , with the mainstream trading range of 0.70-0.74 yuan/W . The price
of HJT components remained stable as a whole, and the transaction price of high-priced products decreased slightly in the first half of the week, now between 0.69-0.75 yuan/W . Unlike the promotion of TOPCon and BC components at the end of the year, the inquiry enthusiasm of HJT components in the distributed market is relatively low, and some distributors say that there are fewer purchasing plans for HJT components at present. However, a small number of low-priced degraded components released at the end of the year are still traded ( 0.60-0.69 yuan/W ). On
the supply side, the production schedule contraction plan of large component manufacturers has been gradually implemented , but some small manufacturers have been observed to resume work this week. According to the survey of Digital New Energy DataBM. Com, the main reason for the differentiation of production is the transfer of orders from large factories-some head manufacturers reduce the start-up of their own bases and outsource the production of small manufacturers.
The distributed market demand is partially active. On the one hand, the signing of high-power new products performed well; on the other hand, a large number of small and scattered component products (such as street lamps, portable power generation devices for saloon cars, etc.) transformed from recycled components for specific application scenarios are also accelerating their circulation, and with their high cost performance, they are actively traded in specific application scenarios.
Centralized market demand has fallen from last week, and this week's tender demand is about 0.56 GW . The bidding scale is about 0.87 GW , the number of bidding projects has increased significantly compared with last week, and the bidding unit price of enterprises is between 0.71-0.77 yuan/W . The one-week bidding price is " up 7 " in an all-round way. It is worth noting that this week's market rumors that the price limit for photovoltaic module collection projects is about 0.75 yuan/W , according to incomplete statistics of digital new energy DataBM. Com. In the announcement of the project as of November 21, the bid price of not less than 0.75 yuan/W accounted for only 8.3% -the price limit measure may be reflected in the landing project in December.
This week, the price information of digital new energy DataBM. Com is 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.
Click here for more component pricing information.
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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