the first week of June, the head manufacturer's price increase plan failed, and the photovoltaic module market continued the downturn of price reduction and production reduction. Moreover, the purchasing of buyers has gradually come to a standstill. Shanghai SNEC exhibition is imminent, the new price strategy of major manufacturers may have to wait until after the exhibition, we all hold a wait-and-see attitude.
Last week, the price of TOPCon components declined steadily, ranging from 0.63-0.72 yuan/W, after Tongwei shares, Jingao Technologies and other manufacturers tried to raise prices, but failed because of the previous low-price contracts. Some small factories engage in low-price strategy, but the effect is good. The price of conventional components is 0.02 to 0.03 yuan per watt lower than that of large factories. The shipment volume is quite ideal. The scale of MW level can be sold out in three or four days. The price of
BC modules also dropped slightly, ranging from 0.64 to 0.85 yuan per watt. The 580-610W power segment has dropped significantly, and this week's price has dropped by about 0.02 to 0.03 yuan per watt compared with last week. In addition, the relatively low price of marine components, the recent shipment is quite good, the offer is as low as 0.74 to 0.76 yuan per watt, the enthusiasm of the purchaser to ask the price is high. The price
of HJT modules has also dropped slightly this week, with the highest quotation falling by 0.01 yuan per watt, and now it is about 0.68 to 0.78 yuan per watt. In terms of production
scheduling, it is estimated that the total production in June will be 42-50GW, the production scheduling of leading manufacturers will be divided, the domestic market will be reduced by 5%, and the overseas market will be stabilized.
Distributed demand is now mainly supported by small-scale orders. More than 5MW orders decreased, many buyers feel that prices have to fall, but also hold a wait-and-see attitude, component procurement basically stopped there. Centralized demand has also weakened after the festival, with one-week bidding demand of about 0.1GW, mainly purchasing TOPCon components. However, this week's calibration capacity has increased significantly, and the scale of one-week calibration has increased to 26.67 GW.
Generally speaking, the photovoltaic module market is still facing great pressure in the short term, and the follow-up trend depends on the changes of market supply and demand, policy and other factors.
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