This week, in sharp contrast to the first half of the week when large photovoltaic module manufacturers took the lead in raising prices collectively, the follow-up response of small manufacturers was very weak. This round of component price increases is still concentrated in the head manufacturers, and the actual expansion of the scope of price increases is relatively limited.
However, the market still has strong expectations for the follow-up price increase of components, some manufacturers expect a new round of price adjustment in mid-January, and the distribution sector is also actively hoarding goods. According to the research of Digital New Energy DataBM. Com, the production
of component end in January is different from that of upstream production reduction, and about three head manufacturers have confirmed the increase of production schedule. The module production schedule in January is expected to rise slightly to about 35-37 GW .
Specifically,
the price of TOPCon components rises as a whole, and the overall range is 0.65-0.75 yuan/W . Following the price increase of seven leading companies this week, Atlas also raised its quotation by 0.01-0.02 yuan/W , and the mainstream quotation of leading manufacturers rose to 0.69-0.71 yuan/W . And a small number of bills have been signed. However, only a small part of the second and third-tier manufacturers follow up the price adjustment , most of them still hold a wait-and-see attitude , and the market differentiation is obvious. The price of
BC components remained stable, and the overall price range was 0.69-0.81 yuan/W . This week, Gaojing Solar followed up with a price increase of 0.02-0.03 yuan/W , and other BC manufacturers also released their intention to raise prices. At present, the mainstream transaction price in the market is maintained at 0.74-0.77 yuan/W , and some distributors still have spot stocks, currently offering a lower quotation of 0.72-0.74 yuan/W . The price
of HJT module is 0.70-0.75 yuan/W , and the low quotation is reduced. Head manufacturers mainly promote high-power component products, with a price of more than 0.73 yuan/ W above 720 W. At present, there are fewer distribution purchases. Unlike the other two technical route products, some HJT component manufacturers have disclosed that there is no plan to rise at present, but the transaction price has stabilized between
0.70 and 0.75 yuan/ W in the overseas market , and 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 , while the North American component quotation is 0.25-0.29 dollars/W . According to market news, the recent decline in European component prices is due to excessive inventory, but the current holiday, domestic export orders stagnated, there is no large number of low-price orders . On
the supply side, due to the further decline in component production since mid-December, most manufacturers completed the task of destocking in December. At the beginning of 2026, three leading manufacturers plan to raise the module production schedule in January, and the total domestic module production schedule is about 35-37 GW . According to the survey of the DataBM. Com of Digital New Energy, there are two reasons for the increase: the head manufacturers have sufficient orders and will produce in full on the basis of the quota; the spot inventory is digested to a low level, and the cost of raw material procurement is rising, so it is reserved for the follow-up in advance.
In addition, some head integrated manufacturers have less raw material reserves (such as silver paste), and the operating rate in the early stage continues to be high, the spot inventory is large, and the production schedule in January remains unchanged. Demand in
the distributed market rebounded slightly, but the increase in purchasing mainly came from the hoarding behavior of distributors . Based on the prediction that the price of upstream raw materials will continue to rise and that the price may rise again in mid-January, some distributors have begun to actively stock up on a large scale, mainly for the high-efficiency component products of the leading manufacturers. Although there is an increase in inquiries for terminal projects, the actual transaction is still mainly wait-and-see due to the rapid price changes and not yet stable.
The centralized market demand is less, the new projects are sparse at the end of the year, the one-week centralized procurement bidding volume is 0.4G W , and the bidding scale is only 0.2G W .
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.65-0.75 yuan/W .
HJT module: the price range is 0.70-0.75 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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