In July, the photovoltaic module collection market continued the downward trend since April, and the total amount of calibration suffered a cliff-like decline -the total amount of calibration and entry of the module collection project was only 5. The number of small capacity projects has increased, and the overall market activity has rebounded.
According to the incomplete statistics of the digital new energy DataBM. Com, the total number of photovoltaic module procurement projects that have been published in July has reached about 5.
The calibration price range is between 0.608 and 0.768 yuan/W , which is lower than 0.640-0.871 yuan/W in June . The average unit price moved down to 0.676 yuan/W synchronously. 5% lower than average price in June.
(For details of the monthly review of the previous period, see: China Railway Construction Corporation is based on 3. China Power Construction , Huadian Group is in sharp contrast to June with 0.80 GW and 0
. In June, although the scale of calibration exceeded 27.7 , the overall heat of centralized mining showed an upward trend, the number of projects increased significantly, and the projects of many enterprises in the "five big and six small" completed the calibration, all of which were for the purchase of photovoltaic module equipment installed in specific power plants. Purchase volume at 2.00-800.
In terms of component power preference, the purchase demand for power requirements above 600 W is slightly higher than that below 600 W, but the overall difference is not significant. The main reason is still the problem of incomplete information disclosure, and the project capacity of the unannounced power model exceeds 5. It is worth noting that, according to the digital new energy DataBM,
the overall number of enterprises collecting orders is small.
According to Digital New Energy DataBM, GCL Integration ranks first with 0.
It is worth noting that China Railway Construction Corporation and other projects have not disclosed the specific number of enterprises winning the bid, and the statistical data are limited to a certain extent. TOP10 manufacturers did not reach the GW level in July, and this situation has lasted for four months .
The average price has dropped by 5.72%, and the component quotation has been declining
for three consecutive months. According to the incomplete statistics of the digital new energy DataBM. Com, the price range in July was 0.608-0.768 yuan/W . The price range has been moving down for three consecutive months. Highest price, average price and lowest price changed by -11.81%, -5.72%, -4.
The highest price appeared in the 9.5M Wp distributed photovoltaic power generation energy-saving renovation project of Guangdong Shuangxing New Materials Group Co., Ltd. Hunan Yifu New Energy Co., Ltd. appeared in the procurement project of photovoltaic modules of Huaneng Xingtai Comprehensive Energy, Xinhe Hanhao, Hebei Jieyuan and Qinghe Xusheng Photovoltaic Station at the lowest price of 0 . Hebei Haopan Environmental Protection Technology Co., Ltd. rebounded with 0
? Winning the bid at a low price? databm.com/hot/1935/" target="_blank" style="color: #4284f4; text-decoration: underline; "Data-word =" "> The market of all links in the photovoltaic industry chain has" rebounded "-upstream silicon materials, silicon wafers and batteries have risen successively. (See 0.63-0.
But at the same time, many centralized procurement projects offer lower bid prices, even 0. There are two main reasons. First, there is a lag in the process of centralized procurement projects . The current public bid price comes from the bidding project in early June-July, which is in the period of "low-price order grabbing" after the "rush to install". The overall quotation is low, and the price rise in the industrial chain may be reflected in the opening of the project in August;
The second is that the purchased products are inefficient components , with many bid prices below 0.
In addition, we expect distributed demand to remain flat in August, but there is a possibility of a significant increase in centralized demand. According to the incomplete statistics of digital new energy DataBM. Com, in July, China Resources Power (3.00GW) , Huadian Group (20.
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