July, the price increase of photovoltaic modules was temporarily suspended, the market was flat, the demand was weak, the price was difficult to push up and there were signs of decline. About 3 head manufacturers have plans to raise their quotations, but it is expected to be difficult to land. The market is rumored to set a "policy base price" of 0.759 yuan/W to provide price support for the market, but it remains to be further clarified by the government. In addition, the market is in the product iteration window period, and about 5 leading manufacturers plan to mass-produce high-power (640-670 W) new products in the fourth quarter, and now they are in small batch trial production. The price
of TOPCon components is stable, ranging from 0.63 to 0.74 yuan/W. The market has also derived an "unconventional" single strategy. Although some brand manufacturers implement high quotations, they can also ship through agents. The actual price is reduced by 0.02-0.03 yuan/W. The monthly output of some manufacturers' high-efficiency new products is 0.3-1.6GW, which is expected to expand in the fourth quarter. The price of
BC components has not changed much, with the mainstream range of 0.67-0.79 yuan/W, mainly clearing low-power inventory. The price of HJT module is stable, between 0.65-0.76 yuan/W. The quotation of head manufacturers has dropped slightly, but it is expected that the price of batteries will be raised after August.
Distributed demand continues to be sluggish, with limited new orders this month. The peak season of the traditional strong installed capacity areas in North China and East China is approaching, but the demand has not been significantly boosted.
Centralized demand increased sharply last week, with a tender of about 6.57 GW, mainly driven by the annual centralized procurement of Huaneng 6GW. It is noteworthy that, influenced by last week's industry symposium, large-scale component collection projects of power central enterprises will be released one after another in the near future to stimulate terminal demand.
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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