this week, the market price of photovoltaic modules has stabilized as a whole, and the speed of low-price inventory shipment has accelerated. The three TOP10 manufacturers that mentioned the price increase last week have not yet formally implemented the new price, and the price increase action has been blocked.
According to the survey of Digital New Energy DataBM. Com, the overall production schedule in September is expected to be flat or slightly lower than that in August. Most of the leading enterprises are expected to have the same production schedule as in August, among which a leading enterprise has slightly reduced its production schedule by about 7% due to technological upgrading of its production line. At the same time, small manufacturers will still maintain a low production schedule or extend the shutdown in September, and many manufacturers in Jiangsu and Zhejiang have announced vacations ranging from 1 to 3 months .
Specifically,
the price of TOPCon modules remains stable, with the mainstream range of 0.63-0.74 yuan/W . The low-price orders of some hot-selling power segments of the head enterprises are gradually digested, and the transactions of these products are mostly concentrated in the range of 0.65-0.69 yuan/W . It is expected that the price of hot-selling models will rise slightly to 0.69-0.71 yuan/W after the spot inventory is cleared.
In addition, according to the research of Digital New Energy DataBM. Com, some second and third-tier manufacturers have recently completed MW-level overseas orders. The manufacturers revealed that due to the current weak domestic demand, they are now vigorously expanding overseas markets, and the orders are concentrated in Central Asia, the Middle East and other regions. The price of
BC components is stable as a whole, with a quotation range of 0.67-0.79 yuan/W . Recently, a large number of 640W + components have resumed supply, the market quotation span is large, concentrated in 0.76-0.80 yuan/W , and the actual transaction is mainly 0.76-0.78 yuan/W . The price of HJT
components remains stable, and the quotation is stable between 0.65-0.76 yuan/W . In the near future, centralized order delivery is the main way, and the transaction price of head manufacturers is concentrated around 0.74 yuan/W . Small manufacturers are priced at a high level of about 0.76 yuan/W due to the low spot quantity.
In the first half of the week, the digital new energy DataBM. Com investigated and learned the price information as follows:
TOPCon components: the price range is 0.63-0.74 yuan/W .
HJT module: the price range is 0.65-0.76 yuan/W .
BC component: the price range is 0.67-0.79 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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