Guys, did you hear? Some component manufacturers in Jiangsu and Zhejiang have begun to arrange holidays! In the
first half of the week, the market price of photovoltaic modules was stable, basically maintaining the price level of last week. However, although three leading companies said last week that they would raise prices this week, at present, there is no movement, and it seems that this price increase is not so easy.
Specifically, let's look at various types of components:
the price of TOPCon remains stable, the low-price orders in the early stage of the hot-selling power segment are gradually digested, and most of the transactions fall between 0.65 and 0.69. It is estimated that when this batch of inventory is almost cleared, the popular models may rise slightly to between 0.69 and 0.71.
In addition, as far as we know, some second and third-tier manufacturers have recently received overseas orders of megawatt level. According to some manufacturers, domestic demand is not very good now, and they are vigorously exploring overseas markets, with orders mainly coming from Central Asia and the Middle East. The prices of
BC and heterojunction modules are also relatively stable recently. The supply of BC high-power models (640W +) has rebounded recently, but there is a price difference of 0.02-0.03 yuan/W between the quotation and the actual transaction. Heterojunction is still dominated by centralized projects, and some small factories have less spot goods, so the quotation is higher than that of first-line brands.
This is coming to September, entering the "golden nine silver ten" traditional construction season, can this year's component market usher in a big outbreak of demand as scheduled?
According to our survey, the overall production schedule of the industry in September was flat or slightly lower than that in August. Most of the leading enterprises maintain the current rhythm, but there are also leading enterprises that have reduced their production schedule by about 7% due to technological transformation of production lines. Small and medium-sized manufacturers generally operate at low load or stop production, and some enterprises in Jiangsu and Zhejiang arrange 1-3 months of long holidays. It seems that the situation in the fourth quarter is not so optimistic. What do you think of it?
Pay attention to the anchor, take you to understand the follow-up component market!
Price:
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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