This week, the production schedule and price of photovoltaic modules declined further.
At the end of the year, the demand did not improve, and the production schedule of battery and component manufacturers was lowered again. According to the survey of the Digital New Energy DataBM. Com, about three head manufacturers confirmed that they would start to reduce production and have a holiday from mid-December.
This week, the market was widely concerned about the rise in centralized prices, and the average price of the Three Gorges Group was as high as 0.756 yuan/W. The price reduction in the distributed market is still continuing -the transaction level of TOPCon components has dropped to 0.61-0.65 yuan/W .
Specifically,
the price of TOPCon components dropped slightly, and the price was 0.62-0.72 yuan/W . This week , Tongwei Stock and Zhengtai Xinneng successively launched full-model special component products, which are 0.02-0.03 yuan/ W lower than conventional products. Although the price of conventional products is still above 0.66 yuan/W, the actual transaction price this week has been concentrated at 0.61-0.65 yuan/W .
In addition, some distributors feedback to the digital new energy DataBM. Com that the sale of special products can get a large rebate from manufacturers, and the focus of the transaction has temporarily shifted to special components, which directly leads to the lack of interest in some conventional products-the most competitive TOPCon component link is now facing the situation of low price rolling again. The price of
BC components remained stable, and the quotation range remained at 0.69-0.77 yuan/W . Different from the TOPCon market, although there are some high-power special products circulating on the market recently, the price is as low as 0.64-0.66 yuan/W , but the actual shipment is not smooth. On the contrary, the recent inquiries and shipments of conventional 650W + high-power BC component products are considerable. The price
of HJT module is 0.69-0.75 yuan/W , which is relatively stable. Head brand special component promotion effect is not good, this week's domestic turnover is relatively thin, a small number of high-power components (above 715 W) offer as low as 0.70-0.72 yuan/W . In addition, at present, the overall operating rate of HJT manufacturers is low, and the main production lines are concentrated in Zhejiang. In the near future, they will undertake overseas and OEM orders, and will not stop production for vacation before the year .
The distributed market as a whole is still in a depressed atmosphere, but this week there was a slight recovery , some leading manufacturers reflected that the decline in component prices brought some special orders, and a small number of projects were still under construction at the end of the year.
In addition, with the clarification of electricity price policies in various regions, some contractors tend to purchase second-and third-tier brand components with related cooperation when formulating household system schemes. Therefore, some small and medium-sized manufacturers have recently obtained orders for small batches of components. The
centralized market demand has declined, and the total amount of centralized procurement bidding in a single week is about 0.24 GW. The bidding scale is 3.15GW , mainly driven by the 2.5GW centralized procurement project of the Three Gorges Group, and the bidding price range of the enterprise is 0.74-0.87 yuan/W . The average unit price rose again to 0.76 yuan/W .
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.64-0.75 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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