In the first half of the week, the price drop continued at the beginning of the month, and the component quotations of the two major factories were lowered.
In December, the production of silicon wafers, cells and components in the photovoltaic industry chain was reduced to varying degrees, among which some cell and component manufacturers in Southwest and East China have been notified to take vacations. The overall component production schedule in December is expected to be about 16% lower than that in November. ( See DBM Weekly Review for details: December production schedule is expected to drop by 16%!
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the price of TOPCon components is partially reduced, and the price is maintained at 0.62-0.72 yuan/W . Among them, Jingke Energy again lowered its component quotation by 0.01-0.03 yuan/ W after half a month, and its two price reductions reached a maximum of 0.05-0.09 yuan/W .
It is worth noting that although there is no clear full-range price reduction on the market, from the actual shipment structure, special price and low-price products have occupied the dominant position in the current market. In the past week, four leading brands have launched low-efficiency special components, all of which are 210R low-efficiency component products, and the price of these products has dropped to a low level of 0.61-0.63 yuan/W . The price of
BC components dropped slightly, and the overall range was 0.69-0.79 yuan/W . In the first half of the week, the price of the whole series of products of Aixu shares was lowered by 0.01-0.02 yuan/W , which led the mainstream transaction price of BC components to further drop to 0.72-0.75 yuan/W . The price
of HJT module is stable at 0.69-0.75 yuan/W . High-power 740 W and above components of head manufacturers have been opened for pre-sale, and the price is relatively high, which is above 0.75 yuan/W, but there is a certain bargaining space. At the same time, production reduction, promotion and inventory clearance are still in progress at the end of the year, and the price of some 700 W low-efficiency component products is as low as 0.60 yuan/W .
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 0.62-0.72 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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