Last week , the photovoltaic market was extremely "fragmented". Second-and third-tier enterprises were still reducing prices and dumping goods to clear inventory, with a decline of 4 cents per watt. The five leading enterprises in the head were pushing for price increases against the trend. Such a split market is also rare.
As far as we know, in the last few days of May, Longji, Jingke, Tianhe, Tongwei, Atlas and other five leading enterprises intend to increase by 1 to 2 cents per watt from June 1, on the grounds that the production schedule is less and the spot is in short supply. Of course, that is to say, people in the industry are familiar with a routine. Every year after the Shanghai SNEC Photovoltaic Exhibition, the price of components will fall. Therefore, we predict that the price will stabilize in early June.
However, small and medium-sized manufacturers take "price reduction after the festival" to engage in pre-sale, which is 3 to 4 points cheaper than market price, and are in a hurry to clear inventory.
As of last weekend, the price of TOPCon components ranged from 0.63 yuan to 0.72 yuan per watt. The price of
BC module is 0.68 yuan to 0.85 yuan per watt. Head manufacturers plan to phase out models below 600 W in July, so some channel vendors begin to stock up on components ranging from 585W to 615 W. The price of HJT
components is stable, the regular quotation is 0.68 yuan to 0.79 yuan per watt, but the number of people buying is small, the inventory is overstocked, traders are anxious to clear the goods, and the lowest price of special products is 0.66 yuan per watt. The opposite of the
chaotic quotation is the thin demand market.
Distributed small factory orders are much less, the industry generally has poor expectations for the distributed market in June, and the overall demand may decline sharply. Centralized bidding demand this week is about 0.66 GW, and the capacity is more than before, but the scale is only about 0.42 GW.
531 has passed, the market has finally entered the photovoltaic people have been "panic" after the "rush to install" stage, we judge that the next price will collapse and fall? Or can you tacitly go against the trend? Welcome to the comments section.
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