This week, " anti-involution "led the upstream price to continue to rise. Driven by cost pressure, component manufacturers also tend to raise prices, but the terminal demand is not optimistic. In August, the newly added PV installed capacity data was released, only 7.36 GW , and the total installed capacity data in the third quarter is about 18
. According to Digital New Energy DataBM.
Specifically,
the overall price range of TOPCon components is maintained at 0.63-0.
According to the research of Digital New Energy DataBM. Com, The TOPCon module market is obviously divided: small manufacturers have raised the price of large modules above 700 W ( 0.68-0) due to cost pressure . At the same time, terminals are still sensitive to price. Low-price degraded components of head brands are more popular , and "disguised price reduction" means are still emerging, for example, low-price contracts for regular goods of brand components are signed through distributor channels (as low as
0.65-0. Although the head degraded component products have more opportunities to become orders, on the whole, the attractiveness of low-price degraded component products to terminals is declining. Some distributors said that the shipment speed of some low-price component products issued by manufacturers recently has been greatly reduced, and the shipment volume is not up to expectations. The price of
BC components dropped slightly, with a price range of 0.67-0. This week, Longji Green Energy lowered the price of BC series components. At present, the turnover of high-power BC products of various enterprises is mostly concentrated at 0.72-0.
The price of HJT components is maintained at 0.69-0. According to Digital New Energy DataBM, a small number of distributed orders for HJT components were also observed this week. The downward pressure of the market is small, and the price is still relatively strong in the short term. In addition, at present, the production of HJT module manufacturers in the industry is mostly self-produced and self-sold, resulting in less cost fluctuations, but also due to uncertain demand, HJT manufacturers still plan to reduce the production of cells in October, and the production of modules is expected to be reduced accordingly.
Distributed demand is light as a whole, and this week's transactions are mainly retail orders. Near the long holiday, some component companies have issued a notice to stop work and pick up goods during the holiday. The shutdown period is about 2-3 days , and a few manufacturers are more than 7 days .
It is noteworthy that overseas regions (especially Europe) may become the key market for shipments in the fourth quarter. According to some leading companies, due to conservative judgment on domestic shipments, the proportion of overseas shipments will continue to be raised in the future. Overseas component prices are optimistically expected to rise slightly in October.
Centralized demand remained low this week. The bidding demand is about 0. The bidding scale is about 0.12 GW . The bidding price of enterprises is highly concentrated at 0.71-0.
The price information obtained from the survey of the digital new energy DataBM. Com is as follows:
TOPCon components : the price range
is 0.63-0.HJT components : the price range is 0HTML0U NK520.69-0.0 HTML0 UNK5 3BC Component 0 HTML0 UNK5 4: The price range is 0 HTML0 UNK5 50.67-0.0 HTML0 UNK5 6 The above survey prices are tax-inclusive and non-shipping prices. 0 HTML0 UNK5 7 < a href = "https://www.databm.com/price/list/1-1-20250214-20250814-0-0.0HTML0UNK58 The above price data is from DataBM.
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