July this week, the overall performance of the PV module market is relatively flat, the demand continues to be weak and weak, and it is difficult to push up the price. And there are signs of loosening and sliding.
According to Digital New Energy DataBM.
In addition, there are rumors in the market this week that six ministries and commissions plan to set 0 for photovoltaic modules.
At the same time, the market is in the window period of a new round of product iteration upgrade. According to Digital New Energy DataBM.
Specifically,
the price of TOPCon components is relatively stable, and the brand quotation is maintained at 0.63-0.
Although there is a strong atmosphere of pushing up the overall price of the component market in the early stage, due to the weak demand, it is more difficult for some manufacturers to execute the quotation after the increase. Affected by this, the market has derived an "unconventional" single strategy. According to the observation of the Digital New Energy DataBM. Com, although some brand manufacturers implement high quotations, they can also ship through agents, and the actual execution price can be reduced by about 0.02-0 in disguised form compared with the ex-factory price.
The power is 5-20 W higher than that of conventional products of the same size. At present, the monthly output of high-power new products of several leading manufacturers is mostly 0.3-1.
The price of BC components has not changed much this week, and the mainstream range is 0.67-0. The current inventory of BC components is mainly concentrated in low-power products. The main task of the market is to clear inventory . It is worth noting that in the Huadian 20GW centralized procurement project opened on the 22nd, the price of BC products concentrated
in 0.HJT components remained stable this week, at 0.65-0.The price of head manufacturers dropped slightly. Quotations are concentrated at 0. However, some manufacturers revealed that the price of large-sized batteries required for the main HJT component products was raised in August, and it is expected that the price of subsequent HJT components will be further raised.
Distributed demand continues to be depressed, and new orders this month are relatively limited. Affected by temperature and major events, the traditional strong installed areas in North China and East China are approaching the peak season, but there is no obvious boost in demand at present.
Centralized demand has increased significantly this week, with bidding demand of about 6. However, the scale of bidding has been reduced, and the unit price of enterprise bidding is 0.66-0. It is worth noting that two large-scale procurement projects were opened this week. Huarun Power 3GW and Huadian Group 20GW photovoltaic module collection projects, including TOPCon, HJT and BC components. Enterprise quotations are highly concentrated at 0.70-0.
In addition, it is noteworthy that, according to some industry insiders, digital new energy DataBM
. The price information obtained from the survey of the digital new energy DataBM. Com is as follows:
TOPCon module: the price range
is 0.63-0.HJT
module: the price range is 0.65-0.TOPCon module: the price range is 0.65-0.HJT module: the price range is 0.65- BC component: The price range is 0.67-0.
The above survey price is the price including tax and excluding transportation.
The above price data is from DataBM.
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