This week, the PV module market as a whole remained flat. Although the quotation of leading enterprises is stable, the turnover is small, the accumulation problem is significant, the pressure of second-and third-tier manufacturers continues to increase, continue to seek diversified promotional strategies, and some enterprises are even forced to stop production and take vacations. Overall, the market has shown signs of loosening downward this week.
At the same time, coming into September, the traditional construction peak season of "Golden Nine Silver Ten" is coming, but the expected bidding volume of centralized mining projects has not arrived at present, and the silence of demand also makes it difficult for the component market to further rise and even stabilize the current water level. The three first-tier manufacturers continue to shout up , but it is not clear whether they can land in September.
According to incomplete statistics of digital new energy DataBM. Com, the overall production schedule of market components in September is expected to be around 46-50 GW (about 47 GW in August). Manufacturers' willingness to increase production scheduling is not strong .
Specifically,
the price of TOPCon components remained stable, with the mainstream range at 0.63-0.74 yuan/W . Some manufacturers have made some progress in clearing the inventory of inefficient components, with 570-580W component products pulled back to 0.63-0.65 yuan/W this week. The increase is 0.02-0.03 yuan/W . At the same time, due to the small number of high-priced components ( 0.70-0.74 yuan/W ), the manufacturer's quotation shows signs of a slight downward adjustment.
It is worth noting that some second-and third-tier manufacturers are actively seeking cooperation with well-known distributors to promote shipments due to increasing market pressure. Some small manufacturers turn to promote unpopular small components (such as 540-560W ) to seek product differentiation . And because the spot supply of such products is small and the demand is relatively large, the price is currently maintained at a high level of 0.65-0.67 yuan/W . The price of
BC components remained stable, with a range of 0.67-0.79 yuan/W . At present, there are still a small number of low-price spot goods in the market that continue to be cleared, but because the size of terminal orders is generally small, there is no large-scale clearing. The price
of HJT components remained stable this week at 0.65-0.76 yuan/W . It is worth noting that this week, some head manufacturers released special components again, and the price of high-power HJT components above 700 W was 0.71-0.72 yuan/W , and there was room for bargaining.
The distributed market demand is still low. Recently, some manufacturers once again launched a special order with a scale of about 50 MW, aiming to stimulate the downstream willingness to sign the order, but the current turnover is flat . In terms of overseas demand, there was a significant increase in the number of inquiries and the volume of orders, led by leading manufacturers, with the participation of small and medium-sized manufacturers in North and East China.
Centralized market demand is relatively quiet this week, with new bidding demand of about 0.08 GW . Mainly purchase N-type components . The bidding scale is expanded to 3.01 GW , and the bidding unit price of the enterprise is between 0.68-0.75 yuan/W . It is noteworthy that the 3GW procurement project of China Resources Power announced this week that five enterprises , Huayao Optoelectronics, Xiexin Integration, Zhengtai Xinneng, Jingke Energy and Jingao Science and Technology , were selected, and the bidding price level rose sharply. The overall price is between 0.709-0.744 yuan/W .
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.63-0.74 yuan/W , and the price is relatively stable.
HJT components: the price range is 0.65-0.76 yuan/W , and the price remains stable.
BC components: the price range is 0.67-0.79 yuan/W , and the price remains stable.
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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