This week, the photovoltaic module market is in a wait-and-see period, and the head photovoltaic module manufacturers continue to "shout up", but the landing action is limited.
Since mid-August, a number of leading manufacturers have repeatedly publicized the "pre-price increase" news, and the expected price level is between 0.74-0.76 yuan/W , but it has not yet landed. According to the survey of Digital New Energy DataBM. Com, another TOP3 manufacturer released the wind of next week's price increase this week, but the current market has a large inventory of low-priced components, and there are project surplus, regression, and the influx of degraded components , whi ch has not been significantly boosted in the current situation of distributed demand. Photovoltaic module market shows the characteristics of upward pressure.
Specifically,
the price of TOPCon components remained stable, with the mainstream range at 0.64-0.74 yuan/W . Atlas and Xiexin Integration raised the price of some products by 0.01-0.04 yuan/W in the first half of the week. Recently, some first-line brands have focused on overseas markets in the third quarter, resulting in limited domestic spot supply, driving up prices, and the domestic price of some component products has been raised to 0.71-0.74 yuan/W . Up about 0.03-0.04 yuan/W from the previous two months.
It is worth noting that in recent years, the distribution market has flooded with a large number of degraded, retreated and remaining component products , including some small manufacturers in addition to the head enterprises. The power coverage of these modules is large ( 570-645 W ), and the price is very low, mostly concentrated in 0.55-0.63 yuan/W . This part of low-priced component products will have a certain impact on the component spot market, and the overall market will be under pressure again. The price of
BC components continues to be stable and is currently maintained at 0.67-0.79 yuan/W . This week, a batch of high-power ( 640W + ) spot goods signed by manufacturers in the early stage arrived at the distribution warehouse one after another. The demand for this part of products is good, and the current mainstream transaction price is maintained at a relatively low level of 0.74-0.76 yuan/W .
However, from the transaction situation, there is still a price difference of 0.02-0.04 yuan/ W between the actual price of BC distribution market and the manufacturer's quotation. It remains to be further observed whether the price rebound can be realized after the subsequent low-price inventory clearance. The price
of HJT components is 0.65-0.76 yuan/W , and the low-price orders have decreased. It is worth noting that the inventory of components below 0.70 yuan/W has decreased significantly, and the high-power quotation has temporarily stabilized at about 0.74 yuan/W . At the same time, the transaction price of large orders has declined recently, and the price has remained around 0.71-0.72 yuan/W .
The distributed market demand is still dominated by low-price contracts , but the recent inquiries and signings of components above 700 W power have improved . They are mainly concentrated in North China and Central China. At the same time, overseas orders have increased. According to the research of Digital New Energy DataBM. Com, some small and medium-sized manufacturers have achieved remarkable results in expanding overseas market strategies, and the export volume of individual enterprise components has increased.
Centralized market demand is relatively quiet this week, and bidding demand is weak. The bidding scale is about 0.67 GW , and the bidding price of enterprises has risen to more than 0.70 yuan/W . The one-week statistical interval is 0.71-0.74 yuan/W .
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.64-0.74 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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