This week, three head manufacturers raised their quotations, while low-price contracts were difficult to ship, and there has been a small area of price reduction on the market.
Recently, the market news said that the head manufacturer appeared out of stock phenomenon, according to the digital new energy DataBM. Com, the actual supply is more adequate, did not show a large area of 700 W out of stock grim situation.
Specifically,
the price of TOPCon components has been raised, but the actual trading range is stable at 0.63-0.74 yuan/W .
This week, Jingke Energy, Trina Solar Energy, Tongwei Stock and other three leading manufacturers raised their quotations by 0.01-0.02 yuan/W , and the high quotation has been at the water level of 0.70-0.74 yuan/W . However, the high price has not improved much, and the main orders are still concentrated at 0.67-0.69 yuan/W .
In addition, the situation of price reduction reminders on the market is still expanding. The low-price contract of the head manufacturer ( 0.65-0.67 yuan/W ) is still the main force to sign the bill, while five second-and third-tier manufacturers have taken the lead in reducing the price by 0.02-0.04 yuan/W . At present, it is between 0.63-0.67 yuan/W . The price of
BC components is stable as a whole, with local collapse, and the manufacturer's quotation is stable at 0.67-0.79 yuan/W . However, the actual transaction price of distribution channels dropped to 0.64-0.74 yuan/W . In addition, the current shortage of some components above 640W has improved, and the delivery time has returned to normal. The price
of HJT components remained stable this week, ranging from 0.65 to 0.76 yuan/W . The inventory level of high-power ( 700-730 W ) modules of head manufacturers has declined, and the current inventory is about 7-19 MW . In addition, the price of low-power HJT components of some manufacturers declined in the first half of the week, according to the research of Digital New Energy DataBM. Com, this part of low-cost products come from project returns and long-term inventory.
Distributed demand continues to be cold, and there are rumors of "shortage" of components in the current market, especially the 710 W high-power model with a delivery period of up to a week, but the actual market supply is relatively adequate.
Cause "out of stock" rumors for two reasons: According to some of the manufacturers claiming to be out of stock to the digital new energy DataBM. Com revealed: the recent large version of the battery appeared in short supply, manufacturers of new buyers to sign the bill delayed delivery for a week; However, most dealers hold sufficient pre-contracts and can still deliver quickly in 2-3 days.
At the same time, the industry is accelerating power upgrading-according to incomplete statistics, about four leading enterprises have shifted their main production to 715-730W component products, reducing the production of 700-710 W components. As a result , there is a structural shortage of 700-710 W module products and a small amount of stock on the market.
Centralized demand remained stable this week, up slightly from last week, with tender demand of about 0.42 GW , mainly purchasing N-type components. The bidding scale remains stable, and the bidding unit price of the enterprise is between 0.71-0.76 yuan/W . Among them, Sinopec International Business Company completed the procurement project of photovoltaic modules in 2025 , and Longji Green Energy, Jingke Energy, Trina Solar Energy and Xiexin Integration won the bid. The procurement capacity of the project has not yet been announced.
This week, the digital new energy DataBM. Com survey price information is as follows:
TOPCon components: the price range is 0.63-0.74 yuan/W , the offer rose slightly.
HJT components: the price range is 0.65-0.76 yuan/W , and the price remains stable.
BC components: the price range is 0.67-0.79 yuan/W , and the price remains stable.
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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