by the shortage of raw materials and rising prices, it is expected that from September to October, high-power components above 700 W may take the lead in rising! In the
first half of the week , although there has been a voice of "price increase" in the photovoltaic module market, it has not really risen. On the contrary, some manufacturers have slightly lowered the price of some models due to inventory fluctuations.
However, at present, the supply of upstream batteries of components is a little tight, especially the square models of 182/183 and 210. Some manufacturers who rely on external batteries to make components have already affected their production because of the shortage of materials. The price
of TOPCon components was partially lowered. In the first half of the week, Chint lowered the price of some models by 1 to 2 cents. The mainstream transaction price did not change, still at 0.65 to 0.67 yuan per watt.
In addition, we also understand that at present, four of the top 10 component factories reflect that the supply of 210 cells is relatively tight. One of the leading companies has raised the component price of the 210 version. At the same time, some small manufacturers of large components inventory has bottomed out, this week is also expected to plan to raise the price, but whether it can be implemented remains to be seen. The transaction price of
BC and heterojunction modules declined slightly, and the high-power spot products of BC modules gradually recovered in the past two weeks. At the same time, there are more degraded modules below 60 cents in the market, but the market acceptance is generally not high. The current price of the heterojunction market is chaotic, and the conventional transaction price has declined slightly.
At present, it has entered September, although the overall fluctuation of component prices is limited, the pressure of rising upstream costs has been effectively transmitted. If the existing low-price inventory is cleared one after another, and the traditional peak season of installation in the fourth quarter is coming, can it provide impetus for the subsequent price rise? We'll see.
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 0.64-0.74 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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