This week , the price of photovoltaic modules is "stalled", and the market may usher in a new round of low price "crushing" at the end of the year.
According to the statistics of Digital New Energy DataBM. Com, there are still some head manufacturers who have strong prices and try to raise prices in early November, but after mid-November, the objective reduction of domestic and overseas demand has led to a downward trend in the market, resulting in a "dark fall" in prices.
However, by the first week of December, there has been a large-scale price reduction in the component market, which is not only the expansion of the range of special models of leading manufacturers. Small manufacturers and channel providers have more low-priced products that have been reduced to about 0.60 yuan/W .
However, on the positive side, the demand for large-scale annual orders from state-owned enterprises has recently begun to release. This week, China Electric Power Construction released a large order for 31 GW module collection projects, which has brought some positive signals to the market demand for photovoltaic modules next year.
Specifically,
the price of TOPCon components dropped slightly, and the price was 0.62-0.72 yuan/W . This week, Jingke Energy and Trina Solar were locally reduced by 0.01-0.03 yuan/W .
At present, the low price of TOPCon components is the most intense in the market, with the impulse of price reduction by large factories, and some of the special price components of the head brand ( 0.61-0.64 yuan/W ) have been sold this week. At the same time, small and medium-sized manufacturers once again depress the price, the conventional price of large version has been as low as 0.60-0.63 yuan/W . The price of
BC components dropped slightly, and the quotation range remained at 0.69-0.77 yuan/W . In the first half of the week, the overall quotation of Aixu shares was lowered, and the mainstream quotation further dropped to 0.72-0.75 yuan/W .
It is worth noting that the high power iteration of BC products is also accelerating, and some manufacturers have sold 650 W + large version components (the price has been maintained at 0.68-0.72 yuan/W ) in the household market in the early stage, with the gradual mass production of 650W + medium version components. It is expected to be phased out in the near future. The price of HJT
module remains stable, which is now at 0.69-0.75 yuan/W . At the end of the year, some HJT manufacturers received overseas orders, which may support the market in the coming year. However, at present, the overall demand is weak, the operating rate in East China is low, some manufacturers are difficult to operate, and some integrated enterprises have begun to sell and clear HJT cells.
Distributed market demand continues to weaken, and the visibility of orders at home and abroad is declining. Affected by low temperature and weather in North China, the installation progress has been greatly slowed down. In East China and Central China, there are still some component purchase orders and power plant construction delivery, with a maximum scale of more than 10 MW.
Overseas regions are slightly differentiated, Europe has entered the off-season of holidays, and the number of inquiries and signings is decreasing, but there are still orders in Southeast Asia and South Asia.
It is worth noting that the recent household market is highly concerned, according to the digital new energy DataBM. Com, some families give priority to low-cost component products when purchasing, and the component products of small manufacturers are favored.
Centralized market demand has risen sharply, with one-week bidding reaching about 32.07 GW, mainly for the 31 GW large-scale annual frame mining project issued by China Electric Power Construction this week. Including TOPCon module 24GW, HJT module 3GW and BC module 4GW. The bidding scale is 1.52 GW , the bidding price range of enterprises is 0.71-0.76 yuan/W , and the average unit price rises steadily to 0.74 yuan/W.
This week, the price information of digital new energy DataBM. Com is 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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