There is news that a new round of price increases will be launched in August, but according to our follow-up, there is no news of large-scale landing. However, the demand for centralized photovoltaic is strong, which may help the price rise in the later period. In the last week of
July, some TOPCon manufacturers started the second round of price increase, with the price at 0.63-0.70 yuan/W. Three leading manufacturers suspended the delivery of low-price contracts, requiring customers to "wait for the price reduction or accept the new price" before fulfilling the contract. In addition, some second and third-tier manufacturers announced the implementation of new prices in August, with quotations close to 0.67-0.70 yuan/W. The price of
BC components is stable at 0.65-0.79 yuan/W, and some of the second-and third-tier manufacturers who have just achieved mass production have lower prices, but the order growth is fatigue. The price of HJT components was partially raised to 0.67-0.76 yuan/W. Due to the uncertain order situation, manufacturers are more cautious in production scheduling and price adjustment.
In addition, distributed demand was weak last week, and most of the transactions were due to distributors' "gambling and hoarding" rather than terminal power station purchases. Centralized demand has increased significantly, with bidding demand exceeding 20GW, mainly driven by Huadian Group's centralized procurement projects, but the number of projects has not increased.
Overall, despite the transmission of upstream price increases, the component market as a whole went up last week, but the terminal, especially the distributed demand, is still very light, specifically about the details of the changes and trends in the component market in a week. We will share it with you in the live broadcast of the weekly talk on the market of photovoltaic modules at 10:30 a.m. on Tuesday. Welcome to make an appointment to watch.
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