In the first half of the week, the market trend of PV modules showed extreme differentiation: another leading manufacturer joined the ranks of price cuts. However, while the two leading enterprises have recently announced price cuts, some small manufacturers in the second and third tiers are unable to bear the upstream cost pressure and take the lead in raising their quotations, bringing a glimmer of hope for a rebound in the sustained downward trend of the component market.
In addition, two first-line component companies have recently launched BC component products to join the distributed market competition of BC layout.
Specifically,
the price of TOPCon components is more differentiated, and the current mainstream range is maintained at 0.63-0.74 yuan/W . Near the National Day holiday, some manufacturers launched promotional activities for small components ( 580-620W ) in order to stimulate shipments, and the price dropped slightly by 0.01-0.02 yuan/W , but the terminal transaction was still relatively weak.
In addition, due to the tight supply of 210 cells in the upstream and the continuous rise in prices, the cost pressure was transmitted to the component side, and some component manufacturers were unable to withstand the cost pressure and took the lead in raising their quotations. According to incomplete statistics from the Digital New Energy DataBM. Com, about four second-and third-tier manufacturers have raised their quotations for high-power components above 700 W by 0.02-0.04 yuan/W . The current market quotation has reached 0.68-0.70 yuan/W , but the downstream acceptance remains to be seen.
BC component prices fell slightly this week, and the overall range remained at 0.67-0.77 yuan/W . In the first half of the week, Longji Green Energy lowered the price of the whole series of BC products by 0.02-0.03 yuan/W , and the average price of BC components decreased by 0.01-0.02 yuan/W compared with last week.
It is worth noting that TCL Zhonghuan and Yiyi Xinneng have begun to sell BC component products, and the quotation of 640-660W is concentrated in the range of 0.72-0.75 yuan/W , which is lower than market quotation of BC head manufacturers. The overall price
of HJT modules remained stable, ranging from 0.69 to 0.75 yuan/W . At present, the HJT component market is relatively stable, TOP2 manufacturers have distributed orders to ship, but the scale is small, and the distributor's low price promotion is quite effective. According to the survey of Digital New Energy DataBM. Com, HJT manufacturers are still running at a low production schedule, and some production lines in East China have taken vacations ahead of schedule, focusing on battery production lines.
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 0.63-0.74 yuan/W .
HJT module: the price range is 0.69-0.75 yuan/W .
BC component: the price range is 0.67-0.77 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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