Last week , the photovoltaic module market was flat, the leading quotation was stable, but the turnover was small, the accumulation was obvious, the second and third-tier manufacturers were under great pressure to ship, some of them stopped production and took vacations, and the market showed signs of loosening downward. The mainstream price
of TOPCon modules is 0.63-0.74 yuan/W, the price of some 570-580 W low-efficiency modules is adjusted back to 0.63-0.65 yuan/W, and the price of high-price modules is reduced due to fewer orders. Some second- and third-tier manufacturers actively cooperate with well-known distributors to promote shipments, and some small manufacturers promote unpopular small version (540-560W) components for differentiation. Such products are less in stock and more in demand, and the price is maintained at a high level of 0.65-0.67 yuan/W. The price of BC
components is stable, ranging from 0.67-0.79 yuan/W, and a small amount of low-price spot is being cleared. The price of HJT components is stable at 0.65-0.76 yuan/W, the head manufacturers push special components, and the price of high-power HJT components above 700 W is 0.71-0.72 yuan/W, and there is room for bargaining.
Distributed market demand is sluggish, manufacturers push special orders but the transaction is flat; overseas demand is growing, small and medium-sized manufacturers in the head and North China and East China participate.
Centralized market demand is quiet, with new bidding of 0.08 GW and bidding of 3.01 GW. "Gold Nine Silver Ten" is coming soon, but the expected bidding volume of centralized procurement projects has not arrived at present. The quiet demand makes it difficult for the component market to rise and stabilize. The three first-line manufacturers shout up, but it is not clear whether they can land in September. The module production schedule is expected to be 46-50GW in September and about 47GW in August, and the manufacturers' willingness to raise the price is not strong.
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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