This week , the price of photovoltaic modules continued to rise, and some manufacturers have started the second round of price adjustment and released the third round of price increase signals.
However, constrained by the continued weakness of terminal demand, the price rise showed signs of loosening this week, and the actual price increase in some sectors was less than expected or showed a slight correction .
Specifically,
some manufacturers of TOPCon components have made a second increase, and the current overall price range is maintained at 0.63-0.74 yuan/W . It is worth noting that in the context of the general rise in component prices, some leading manufacturers are reducing the signing price in disguised form. For example, if the value-added service of freight is added to the original price contract, the current tax-inclusive freight bill price of this part of enterprises is concentrated at 0.67-0.69 yuan/W .
In addition, this week, the head enterprises produced more than 700 W special products, the transaction range was 0.62-0.65 yuan/W , mainly concentrated in the distributor part of the sale. The price of
BC components rose slightly, and the price range rose to 0.67-0.80 yuan/W . The price of high-power models above 640W has been raised again by 0.01-0.02 yuan/W , but there are not many orders at high prices.
In contrast, the price of models around 605-615 W remains unchanged, staying between 0.67-0.72 yuan/W , under the general trend of rising prices of high-power products. It promotes the signing and payment of this part of power components, and even some dealers hoard goods. The price of HJT
components remained stable this week, and the quotation remained between 0.67-0.76 yuan/W . Some manufacturers disclosed to the Digital New Energy DataBM. Com that the domestic orders for HJT components were on the low side in the past week, and the dealers had accumulated, but it would not lead to a reduction in the price of HJT components in the short term.
In addition, the quotation of some small HJT manufacturers is still around 0.70-0.72 yuan/W . Limited by the current situation of less orders and low operating rate, it is expected that the price increase plan will continue to be delayed.
Distributed demand continues to be weak. In the past two weeks, some leading manufacturers have released the wind of rising prices, which has stimulated a large number of distributors to avoid the risk that component prices may continue to rise in the future by signing low-price orders with manufacturers. However, according to some manufacturers to the digital new energy DataBM. Com, at present, a large number of signed contracts only stay on the written contract, the actual purchase, storage volume has not increased significantly.
According to the research of Digital New Energy DataBM. Com, some head component manufacturers have recently begun to implement the strategy of "shipment quota" or "product purchase restriction" in distribution channels to create a market price increase atmosphere and further promote the willingness of downstream distributors to hoard goods.
Centralized demand declined this week, with tender demand of about 0.25 GW , mainly purchasing N-type TOPCon components. The bidding scale is about 0.28 GW , and the bidding unit price of the enterprise is between 0.72-0.73 yuan/W .
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.63-0.74 yuan/W , with a slight increase in price.
HJT module: the price range is 0.67-0.76 yuan/W , and the price remains stable.
BC components: the price range is 0.67-0.80 yuan/W , with a slight increase in price.
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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