DBM Weekly Review: Market "Waiting" for SNEC Exhibition! "6 gross" degraded products disturb the component market

2026-05-29 15:50:18

The 2026 SNEC exhibition is approaching, and the price adjustment action is still generally on the sidelines.

This week, photovoltaic " this week, three first-line manufacturers have lowered the price of components. According to Digital New Energy DataBM.

In addition, at present, component manufacturers are pessimistic about the market expectations in June: the demand for overseas orders has not improved significantly, and the start-up of domestic power plant projects is still slow. Inventory pressure continues to increase, and the difficulty of price is increasing . The SNEC exhibition in 2026 is approaching, and the price adjustment action is still generally on the sidelines.

Specifically,

the price of TOPCon components dropped slightly, with the price range concentrated at 0.70-0.This week, three first-line manufacturers lowered their quotations. At present, the average transaction price of leading enterprises has generally fallen to 0.73-0.76 yuan/W , while that of second-tier and third-tier manufacturers is generally 0.70-0.

It is worth noting that the trend of hot sales of degraded products is also transmitted to second-tier and third-tier manufacturers. Its recent shipments are mostly concentrated on the relatively unpopular power segment degradation products in the market, such as 580-590 W and 700-710 W products. The price is as low as 0.60-0.

The quotation range of BC components is maintained at 0.75-0. This week, the overall price is stable, and the mainstream transaction price of leading enterprises is still stable at 0.81-0. At present, 660W power segment products are relatively scarce on the market, and the price of this product is 0.01-0 higher than that of 650-655W hot-selling products of the same size.

The price of HJT components remains stable. The overall range is maintained at 0.73-0. At present, the production scheduling level of HJT manufacturers is low, with an average monthly output of no more than 1GW, and the spot volume of distribution channels is also at a low level. Supported by this, the transaction price of HJT modules remained relatively stable, with no further decline this week, and highly concentrated at 0.75-0.

On the supply side , the overall production schedule in June was the same as that in late May, with only a few manufacturers increasing. It should be noted that the increase in the production schedule of the manufacturer was mainly due to the consolidated statistics after the acquisition of the production line , which did not actually increase the operating rate of the production line. According to Digital New Energy DataBM.

In the overseas market , demand remained stable this week. According to feedback from some traders, there is a strong demand for purchasing in Europe and Australia, but there has not been a significant increase in the manufacturer side. In addition, the overall overseas quotation also remained stable, with the head manufacturer's quotation highly concentrated at 0.11-0. This week, taking the European market as an example, the TOPCon component quotation was at $0.11-0.13/W . The quotation range of BC components is 0.12-0. At present, the

distributed market demand mainly focuses on degraded products and scattered orders. Impulse near the end of the month, some dealers began to transfer degraded components in order to stabilize sales. In addition, some MW-class projects have stagnated this week. According to some leading manufacturers, the

centralized market demand for digital new energy DataBM has declined again, and the one-week bidding demand has risen slightly to 0.7 GW . Mainly from Guangdong Energy Group 2026 of 0.

The price information obtained from the survey of the digital new energy DataBM. Com is as follows:

TOPCon components: the price range is 0.70-0.BC;

components: the price range is

0.75-0.H JT components: the price range is 0.73-0.

The above survey price is the price including tax and excluding transportation.

DBM周评:行情“静待”SNEC展!ccement.com/news/2605/richtext/img/2qj97075bbp1780041304189.jpg

The above price data is from DataBM.

All can be viewed after purchase
Correlation

The 2026 SNEC exhibition is approaching, and the price adjustment action is still generally on the sidelines.

2026-05-29 15:50:18

The market still has the situation of "price reduction + high rebate".

2026-05-27 16:09:54

The guidance price of the head manufacturer may be further explored.

2026-04-24 16:00:57

In order to encourage shipments in April, some manufacturers have launched a large-scale rebate strategy.

2026-04-03 15:17:22

Terminal purchasers generally hold a wait-and-see attitude, and the actual landing price is still close to the low level.

2026-03-25 16:03:02

This week, the photovoltaic module market is like a "roller coaster" type of fluctuations, the head manufacturers have not yet improved in price reduction transactions, followed by rumors of price increases.

2026-03-20 14:53:07

The component market is now "high and low matching" components, and the downstream expectation of price increase is weakened.

2026-03-06 16:13:34

The turnover of more than 0.80 yuan/W has been greatly reduced.

2026-02-06 17:38:28

The price of mainstream brand components is loose, and the transaction of 0.8 yuan/W is reduced.

2026-01-23 14:47:03

Nine enterprises rose to more than 0.70 yuan/W at the beginning of the year.

2026-01-07 15:25:14

This week, the head of the PV module market took the lead in raising prices.

2025-12-19 16:00:56

The photovoltaic market released a signal of stabilization and rebound this week, and module prices are expected to improve in January.

2025-12-17 15:45:59

In the first half of the week, the market price of photovoltaic modules was stable and low.

2025-12-10 16:08:18

Prices continued to fall at the beginning of the month, and the component quotations of the two major factories were lowered in the first half of the week.

2025-12-03 16:00:24

BC Lowers Quotation, Small Factory Raises Price

2025-09-24 16:41:10

The market price of photovoltaic modules has stabilized as a whole, and the speed of low-price inventory shipment has accelerated.

2025-08-27 15:37:56

The price increase was blocked, and the manufacturer lowered the quotation in disguise.

2025-08-08 15:27:12

In the first half of the week, three leading companies raised their quotations again.

2025-08-06 17:45:05

The PV module market continued to be affected by the transmission of upstream price increases, showing an upward trend as a whole.

2025-08-04 09:06:29

This week, component prices began to rise, and the price camp continued to expand.

2025-07-18 14:49:22

In the first half of the week, the price of photovoltaic modules continued to fall, and the two companies lowered their quotations twice in the past two weeks by about 0.01-0.05 yuan/W.

2025-07-02 16:09:47

In the first half of the week, the price of photovoltaic modules was lowered in a large area.

2025-06-18 15:17:11