This week, the supply and demand of photovoltaic module market contracted significantly on both sides, and the transaction price of modules continued to decline.
As the market continues to cool down, orders decrease, and the subsequent foreseeable demand is seriously uncertain, the production schedule at the end of the year has shrunk dramatically. Most battery and component manufacturers have disclosed to the Digital New Energy DataBM. Com that they will substantially reduce production in December.
In addition, considering that the off-season market will be stronger in the first quarter of next year, some manufacturers expect to extend the shutdown cycle of some factories to February-March next year .
Specifically,
the price of TOPCon components dropped slightly this week, and the current mainstream range is 0.62-0.72 yuan/W . Some head manufacturers lowered the price of TOPCon components by 0.01-0.02 yuan/W this week .
It is noteworthy that in order to promote the shipment of new products, some leading enterprises try to match the sales schemes of value-added products such as balcony photovoltaic system and inverter when implementing the pre-sale scheme of new products. However, according to the survey feedback, this kind of bundling sales model has not yet led to large-scale transactions . The price of
BC components remained stable as a whole, ranging from 0.69 to 0.77 yuan/W . In some overseas regions, the terminal acceptance of high-power BC module products (640W +) is still low, resulting in a certain accumulation of this part of the product .
At the same time, according to the feedback from some overseas traders to the digital new energy DataBM. Com, the demand for components is weakening during the holidays in the European and American markets, and the market is still dominated by small and low-power components. The price of HJT
components remained stable this week, with a price range of 0.69-0.75 yuan/W . Recently, leading manufacturers have released product upgrades, and now high-power mass production can reach more than 740 W, but there are fewer distributed inquiries at present. In addition, some large distributors disclosed that considering the high price, inquiry volume and other factors, the stock of HJT component products was reduced, and the proportion of orders and purchases by distributors was reduced . In terms of
production scheduling, near December, the domestic PV module production scheduling plan was further adjusted. According to the latest statistics from the Digital New Energy DataBM. Com, the overall component production schedule is expected to be significantly reduced to 34-37 GW in December. Down about 16% from November.
The distributed market demand continued to weaken and entered the off-season ahead of schedule. Among them , North China , as a traditional strong installed area, has relatively weak demand in the near future, but there has been no significant decrease. In addition, the recent signing of bills in East China and Guangdong and Guangxi is relatively strong. According to some dealers, the difficulty of shipment at the end of the year has increased, and some very small purchasing needs have also been opened to undertake.
Centralized market demand rebounded slightly, with one-week bidding demand of about 0.89 GW. Recently, many projects have put forward requirements for conversion efficiency (23.8% and above). High conversion efficiency may be the focus of subsequent procurement. The scale of calibration has increased substantially, exceeding 17.96 GW , mainly relying on the annual collection of 17 GW built by China. Procurement includes TOPCon, BC and HJT components.
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.64-0.75 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.
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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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