This week, the upstream and downstream game of photovoltaic modules is more significant.
Despite the upstream policy support such as production restriction and sales restriction, the prices of silicon materials, silicon wafers and batteries have continued to rise recently, but the component sector has been difficult due to poor downstream demand, and there has been a partial price loosening decline.
In addition, according to the tracking survey of digital new energy DataBM. Com, up to now, the overall production scheduling in September is still stable or slightly increased, but the production scheduling strategy has been divided, and some manufacturers have begun to implement production reduction and price reduction .
Specifically,
TOPCon components were mixed, and the overall component price was maintained at 0.63-0.74 yuan/W . This week, the transaction price of components below 700 W in some head enterprises dropped slightly to 0.65-0.66 yuan/W . Compared with last week, it decreased by about 0.01-0.02 yuan/W .
According to the research of Digital New Energy DataBM. Com, although the cost of raw materials in the upstream is rising, the component sector is still seriously affected by the sluggish demand in the downstream, and the price is pushing up fatigue. While most manufacturers continue to maintain a stable price strategy this week, some large manufacturers have loosened and lowered their prices.
In addition, some second-and third-tier manufacturers have limited production of high-power components in the near future, and the spot inventory continues to be low, and are currently focusing on clearing the inventory of low-power products, of which the transaction price of conventional components in the 550-630 W power range is generally concentrated at 0.56-0.63 yuan/W . However, the willingness of terminal acceptance is still not strong . The overall price of
BC components remained stable, and the mainstream price remained at 0.67-0.79 yuan/W . At present , the high price of 0.77-0.78 yuan/W is gradually decreasing. It is noteworthy that the mainstream products in the overseas market are still BC components with 400-500 W power range, but according to insiders, it is expected that more than 640W high-power BC components will be listed in the European market by the end of September. The price of HJT
components is partially loose , and the overall price is still stable at 0.69-0.75 yuan/W . Recently , the turnover of special price HJT components below 0.65 yuan/W has decreased significantly, which is due to the decrease of low-price inventory and the low production schedule of manufacturers'components, and the overall inventory pressure of HJT components is low. However, the current willingness of manufacturers to raise prices is not strong, shipments mainly rely on large-scale centralized orders to pull, the transaction price is concentrated between 0.71-0.75 yuan/W . On
the supply side, this week, there was a phenomenon of production differentiation among the leading manufacturers, and most of the TOP5 manufacturers still maintained the expectation of increasing production. The overall production schedule of the industry is still expected to increase by about 1-2G W compared with August. According to the survey of digital new energy DataBM. Com, the component production schedule in September is concentrated between 46-50GW. Recently, however, some manufacturers have begun to cut production , and as the long holiday is approaching, a component factory has taken a large-scale vacation ahead of schedule, only maintaining the normal operation of the high-efficiency component production line. In terms of
distributed demand, with the approaching of the National Day holiday, terminal power stations began to arrange construction and raw material supply in advance, which led to a rebound in the activity of distributed demand inquiry. This week , orders in North China and East China increased significantly, and demand was mainly concentrated in high-power components above 700 W, which accelerated the digestion of low-price contracts in this part. In terms of
centralized demand, it fell back to a low level this week, with a bidding demand of about 201 MW and a low power range of purchasing components as a whole. Around 590 W-595 W. The calibration scale is about 169 MW, the public scale is small, and the specific capacity of some frame mining projects is not publicized.
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 .
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.
Click for more component pricing information.".
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.
浙公网安备33010802003254号