This week, the market showed a differentiation trend of " premeditated price increase at the head and price reduction at the tail ".
The Digital New Energy DataBM. Com has learned that about five leading enterprises plan to raise their quotations by 0.01-0.02 yuan/W from June 1. Allegedly, the price adjustment is mainly due to the spot shortage caused by the contraction of production scheduling, but in the same period, the second and third-tier enterprises are clearing the warehouse through pre-sale price reduction before the festival.
However, according to the forecast of the Digital New Energy DataBM. Com, the price stabilization situation is likely to be maintained only until early June, and the downward channel will be restarted after the 2025 Shanghai SNEC Photovoltaic Exhibition. Specifically
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TOPCon module prices were mixed, with the price range maintained at 0.63-0.72 yuan/W. Although about six leading enterprises lowered their quotations in the first half of the week, the price reduction was 0.01-0.02 yuan/W . The transaction price fell by 0.01-0.03 yuan/W compared with last week, but in the second half of the week, five companies, including Longji Green Energy, Jingke Energy, Trina Solar Energy, Tongwei Stock and Atlas, released the news of the upcoming price increase. According to some head manufacturers to the digital new energy DataBM. Com, the implementation of low-price contracts has been suspended within the enterprise, and the new unit price has been raised by 0.01-0.02 yuan/W in the past two days.
At the same time, small and medium-sized manufacturers are starting pre-sale this week with the gimmick of "price reduction after the festival", which is 0.03-0.04 yuan/ W lower than current market price , speeding up the clearance of spot inventory.
The BC component market continued to stabilize this week, with the transaction price range remaining at 0.68-0.85 yuan/W . It is worth noting that the head manufacturers revealed that they are planning to phase out the production of models below 600W in July, so some channel providers have begun to strategically hoard 585-615 W power segment components. At the same time, a large number of high-power marine regression components ( 650-655W ) appeared in the first half of the week. At present, it is observed that the market acceptance is still low and the shipment resistance is high. The price
of HJT components remained stable this week, the regular quotation was 0.68-0.79 yuan/W as a whole , the lower limit of the price was temporarily suspended, and some small manufacturers still maintained a higher quotation. At 0.75-0.79 yuan/W . Due to the overall weak purchasing willingness of HJT components, there is still inventory accumulation, traders'willingness to clear inventory is obvious, and the lowest price of HJT components products can reach about 0.66 yuan/W .
This week, the distributed demand remained weak, the differentiation of enterprises intensified, and the distributed order volume of small manufacturers decreased significantly. According to the survey of digital new energy DataBM. Com, the industry generally has poor expectations for the distributed market in June, and the overall demand in June may be significantly lower.
Centralized demand remained stable this week, with one-week bidding demand of about 0.66 GW, mainly purchasing TOPCon components and HJT components. At the same time, this week's calibration capacity has risen sharply, with a one-week calibration scale of about 0.42 GW, a calibration price range of 0.65-0.88 yuan/W , and an average bidding price of about 0.73 yuan/W.
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.63-0.72 yuan/W , and the price is stable and declining.
HJT module: the price range is 0.68-0.79 yuan/W , and the price decreases slightly.
BC components: the price range is 0.68-0.85 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. It is for reference only. If you have any questions, you can send a private message to the background.
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