Last week, some module manufacturers have started the second wave of price adjustment and released the signal that the third wave is about to rise. Is the PV module market really hot?
In fact, according to our research, affected by weak terminal demand, the second round of last week's rise has begun to loosen, some links rose less than expected, and there may even be a slight correction. Part of
the TOPCon components have been increased for the second time, the price is 0.63-0.74 yuan/W, and some head manufacturers have reduced the price in disguised form. On the basis of the original price contract, the value-added service of freight has been added. The price of the tax-inclusive freight bill is 0.67-0.69 yuan/W, and there are more special products above 700 W. The transaction price is 0.62-0.65 yuan/W. The price of
BC components rose slightly, ranging from 0.67-0.80 yuan/W, the price of high-power models rose, but the number of orders was small, the price of 605-615 W models remained unchanged, the number of signed orders increased and there was a hoarding situation. The price of HJT module is stable at 0.67-0.76 yuan/W, the domestic transaction orders are few in the past week, the dealers have accumulated, but the short-term quotation will not be reduced; some small manufacturers offer 0.70-0.72 yuan/W, due to few orders and low operating rate, the price increase plan continues to be delayed.
Distributed demand continued to be weak, in the past two weeks, the head manufacturers released the wind of price increases, distributors signed low-price orders to hedge, but the actual purchase of goods did not increase significantly. Some head component manufacturers implement the strategy of "shipment quota" or "product purchase restriction" for distribution channels to promote the willingness to stock up.
Centralized demand declined this week, bidding about 0.25 GW, mainly purchasing N-type TOPCon components, bidding about 0.28 GW, bidding unit price 0.72-0.73 yuan/W. How long can
this wave of price increases last? As for the details of the changes and trends of the module market in a week, we will share them with you in the live broadcast of the weekly talk on the PV module market at 10:30 a.m. on Tuesday. Welcome to make an appointment to watch.
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