This week, the PV module market is driven by the rising prices of raw materials in the upstream, and the overall fluctuation is large. At present, the head manufacturers take the lead in raising prices. The price of
polysilicon was raised to 65000 yuan/ton , and the silver price exceeded 66 dollars/ounce -the significant increase in raw material prices directly pushed downstream cell and component manufacturers to raise product prices. At present, the highest quotation in the component market touches 0.8 yuan/W again.
However, the current contradiction is that domestic and foreign demand is at a low level, and there are still doubts about whether the component products can successfully obtain order support after the price increase, so some manufacturers are still waiting.
Specifically,
the price of Topcon components has rebounded significantly, and the mainstream range has moved up to 0.63-0.75 yuan/W . Longji Green Energy took the lead in rising 0.05-0.06 yuan/W , and the quotation returned to a high level above 0.70 yuan/W . In addition, some Topcon component manufacturers have also released rumors of price increases, but they have not yet officially landed, or will follow up the latest quotation of integrated batteries in the next round.
In addition, according to some distributors, due to the current less downstream overall hoarding and the limited amount of low-price contracts locked in the early stage, most of the market has been shipped directly at the new price after the current round of component price increases. The price of
BC components rose slightly, and the overall range rose to 0.69-0.81 yuan/W . This week, Longji Green Energy raised the price of modules by 0.03-0.06 yuan/W , and the current price of high-power BC modules has generally been above 0.8 yuan/W (650-660 W).
It is worth noting that the price increase has stimulated some orders that had been in a wait-and-see state to accelerate the signing, and the signing volume of high-power BC components has increased relatively this week. The price
of HJT module is 0.69-0.75 yuan/W , which is relatively stable. According to the survey of Digital New Energy DataBM. Com, due to the relatively low activity of HJT components in the distribution market, the current head HJT manufacturers have no plans to raise their quotations. It is worth noting that the operating rate of HJT production line of Zhejiang manufacturers rose against the trend at the end of the year, and the reasons for the increase included order delivery and OEM. In
the overseas market , the overall price fluctuation is relatively small, taking TOPCon components as an example, the current European quotation is maintained at the level of 0.08-0.09 euros/W . North American components are quoted at $0.25-0.29/W . Latin American components are quoted at $0.21-0.26/W . Southeast Asia components are quoted at $0.25-0.30/W . Major markets such as
Europe and America have entered the traditional off-season, and demand has slowed down. According to local component dealers in Europe, more local engineers have entered the holidays. At the same time, the market rumors that the export price of components will be raised at the end of the year, but according to the Digital New Energy DataBM. Com, due to less demand, domestic head enterprises are expected to maintain the current price at least until the end of January.
Distributed market demand as a whole still tends to be flat, due to the follow-up bullish component prices, the trend is not clear, this week some downstream dealers, purchasers have suspended transactions.
The centralized market demand is flat, the visibility of new bidding projects is very low, and the capacity is less than 100 MW. The bidding scale is about 4.3GW. At the end of the year, there are still large-scale centralized procurement projects (Guangdong Development 1.2G W, Three Gorges Group 2.5G W). The bidding unit price of enterprises is stable at a high level. The average unit price of this week is 0.74 yuan/W, and the bidding unit price range is 0.66-0.79 yuan/W.
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.63-0.75 yuan/W .
HJT module: the price range is 0.69-0.75 yuan/W .
BC component: the price range is 0.69-0.81 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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