Head manufacturers this wave of price posture is very firm, even low-priced goods are stuck not to send, it is clear to carry the price! In the
first half of the week, Jingao and Xiexin rose again, up 1 to 3 points!
Old friends, this week, the overall price of the component market is still showing an upward trend, and some big manufacturers have raised their quotations twice in three weeks. The price
of Topcon components has risen slightly, and now the regular quotations of the top ten companies are basically in the range of 0.65 to 0.7 yuan per watt.
According to some channel providers, some big factories do not recognize the cheap contracts signed before, and directly suspend the execution of the old contracts, resulting in the phenomenon of breach of contract and breach of contract in the early low-price orders.
BC prices as a whole did not move, some manufacturers are now selling more than 640 W high power better, but after the order or to wait for more than 7 days before delivery, the stock is relatively scarce. The price
of heterojunction is stable for the time being. At present, some leading manufacturers mainly rely on large orders to support them, and the sales of scattered orders are relatively small. However, some ultra-low-cost products are almost sold out. A pile of degraded products from 0.61 to 0.65 before are now consumed faster and shipped better.
There is also a key signal, according to our research, the component production schedule in August is expected to shrink again! The domestic estimate is only 45 to 49 GW, which is significantly lower than that in July. Now the industry off-season encounters manufacturers'technological transformation, shutdown and vacation, small factory orders are bleak, and the operating rate can not be pulled up at all.
On the whole, ah, the head manufacturers are very firm in this wave of price increases. Even the low-priced goods are stuck, and it is clear that they have to carry the price! But the warning of production shrinkage in August, is this round of price increases a real rebound or a flash in the pan? Pay attention to the anchor, how the market goes, the first time to tell you!
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 0.67-0.79 yuan/W.
The above survey price is the price including tax and excluding transportation.
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