In the first half of the week, component prices rose as a whole, and companies such as Jingao Technology and Xiexin Integration raised their quotations twice in the first half of the week by 0.01-0.03 yuan/ watt.
In addition, according to the survey of digital new energy DataBM. Com, component production is expected to decline in August.
Specifically,
the price of TOPCon components rose slightly, and the price range was maintained at 0.63-0.70 yuan/W . Compared with last week , it increased by 0.02 yuan/W . At present, the overall quotation range of Top10 enterprises is 0.65-0.70 yuan/W .
According to the channel provider to the digital new energy DataBM. Com, some head manufacturers suspended the implementation of the pre-contract, and a large number of pre-contract signed before the rise has not been implemented, "breach of contract" and "breach of contract" reappeared.
At the same time, the special price inventory of high power section above 700W has been reduced, the price has been slightly increased by 0.02-0.04 yuan/ W, and the transaction range has risen to 0.63-0.65 yuan/W . The price of
BC components remained stable at 0.65-0.79 yuan/W . Some products are structurally out of stock, 640W + high-power components are more prominent, and delivery needs to wait for more than 7 working days. The inventory of BC modules in low power section (590-615 W) is still at a high level, and the price is at a low level of 0.65-0.70 yuan/W . The price
of HJT components remained stable for the time being, ranging from 0.67 to 0.76 yuan/W as a whole . At present, HJT component manufacturers mainly rely on the support of centralized or state-owned purchase orders, the volume of scattered orders is relatively small, and the transaction price of head manufacturers is stable at more than 0.72 yuan/W, but the momentum of recovery is insufficient. In addition, there are still a large number of extremely low quotations of 0.61-0.65 yuan/W on the market, most of which are degraded HJT component products, with faster consumption rate and less current inventory. In terms of
production scheduling, according to the survey of Digital New Energy DataBM. Com, the component production scheduling in August was significantly lower than that in July. The domestic production schedule is about 45-49 GW . Due to the current regular off-season, some leading manufacturers have implemented measures such as technical renovation of production lines, shutdown and vacation , resulting in fewer orders from small manufacturers and a large-scale reduction in the operating rate.
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 0.65-0.79 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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