In the first half of the week, component prices continued to rise, and the overall price of Jingke Energy, Longji Green Energy and Yidao New Energy was raised by 0.01-0.04 yuan/W .
Recently, stimulated by the expected overseas export tax rebate policy, the market has heard a surge in overseas component orders and price increases.
According to industry feedback, the number of overseas inquiries has indeed increased, and the quotations of some overseas distributors have been slightly increased by US $0.01-0.02/watt , but the official quotations of manufacturers are still stable, and the actual turnover of overseas orders is relatively stable. Digital new energy DataBM. Com research and understanding, since the domestic "531" policy triggered a rush to install, overseas demand has been showing a moderate gradual growth, the current domestic TOP5 head enterprises overseas shipments accounted for more than 50%.
Specifically,
the price of TOPCon components showed a slight upward trend, and the current overall range reached 0.63-0.74 yuan/W . At present, the transaction price of some head manufacturers is concentrated at 0.68-0.69 yuan/W , and some manufacturers have also made orders above 0.70 yuan/W.
It is worth noting that although some second-and third-tier manufacturers have followed up the price increase, they have synchronously promoted the special price clearance action . In the first half of the week, about five small manufacturers released 580-635W special TOPCon component products, with prices as low as 0.58-0.63 yuan/W . The price of
BC components rose slightly in the first half of the week, rising to 0.67-0.80 yuan/W . Longji Lvneng raised the quotation for BC module products above 640W by 0.01-0.02 yuan/W .
According to the survey of Digital New Energy DataBM. Com, the phenomenon of BC component concession sales in the market has been reduced. Disclose according to partial personage inside course of study: Before this, partial distributor is rush sale, let benefit sale (reduce price in disguised form) circumstance is more general. But recently, with the gradual implementation of price increases, manufacturers have cancelled the bargaining space for concessions, requiring distributors to strictly implement the base price, so the price of BC components has risen structurally. The price
of HJT components is stable between 0.67-0.76 yuan/W , and the quotation of head manufacturers generally rises to about 0.75 yuan/W . Some manufacturers revealed that the number of overseas inquiries has increased slightly, and the inquiries come from the Middle East, Southeast Asia and other regions. In addition, the HJT component market also has a large space for low prices, with special products up to 0.63 yuan/W , but the promotion effect is not good, and the rate of inventory consumption has declined.
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 0.63-0.74 yuan/W .
HJT module: the price range is 0.67-0.76 yuan/W .
BC component: the price range is 0.67-0.80 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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