first half of the week, the rising trend of photovoltaic modules continued, such as Jingke, Longji and Yiyi, which recently raised their quotations by 1 to 4 points for the second time. The price
of topcon components has risen, and the transaction price of big factories has risen again. Now it is 0.68 to 0.69 yuan per watt. I heard that individual orders of about 70 cents have also been signed. Although
some small factories in the second and third lines have also raised their prices, they are also engaged in special inventory clearance! In the first three days of this week, at least five small factories sold 580-635 W TOPCon modules at very low prices, ranging from 58 cents to 63 cents. In the
first half of the week, Longji raised the price of BC components above 640 W by 1 to 2 points. The price
of heterojunction is relatively stable, and the quotation of large manufacturers has generally returned to about 0.75. According to the response of manufacturers, the number of overseas inquiries from the Middle East and Southeast Asia has increased recently.
Heterojunction here also has a lot of low inventory clearance, special price can reach 0.63, but the promotion effect is not very good, inventory is not as fast as before. Influenced by the rumor that the overseas export tax rebate will be cancelled
recently, there are indeed more overseas inquiries recently, and some overseas distributors have raised their quotations by 1 to 2 cents. However, according to our research and understanding, the official quotations of large factories have not been moved, and the actual growth of overseas orders is relatively moderate.
At present, component manufacturers in the market are all raising prices. Several large manufacturers have not only stopped shipping goods at low prices, but also cancelled distributors' behavior of making concessions at low prices. This shows that their determination to control prices is very firm. Is this wave of price increases holding up like this? Can it be stabilized for a long time? Pay attention to the anchor and take you to learn more about the market!
Price:
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.
浙公网安备33010802003254号