Old friends, in the first half of the week , the component quotation went to two extremes-the low-efficiency products hit the bottom in batches, and the quotation went all the way to the bottom; but the price of the high-efficiency products not only stabilized, but even rose a little. Look at the efficient side
first. Upstream cell prices are on the high side, 210R and 210 are expected to rise, the price of high-efficiency components is on top, and some models have a slight increase.
But the inefficient side is a different story. As far as we know, many manufacturers have lowered the price of low-efficiency components by 1 to 3 points, mainly below 635 watts for 210 R specifications and below 730 watts for 210mm specifications; plus the impulse at the end of the month, low-efficiency products are being pushed to the special market. According to the
model. TOPCon quotation is stable as a whole, but the interior is divided into two lines. The head manufacturers on the efficient side are accelerating the tilt, and the price remains stable. Some manufacturers revealed that if the battery continues to rise, the follow-up may increase slightly.
However, on the side of inefficient products, a total of six companies lowered their quotations, mostly for special promotions, focusing on 615 to 620 watts, 710 to 720 watts, which is 3 to 4 cents per watt lower than conventional products.
BC components are stable as a whole, and there is no change in the head manufacturers. Below 650 watts, small batches of goods have recently appeared at the distribution end, with a turnover of 0.74 to 0.78 yuan per watt. In addition, some head manufacturers produce new high-efficiency products in small quantities within a month, with a power of 660 to 665 watts, which is 4 to 5 points higher than conventional one.
HJT components were partially lowered, and the pressure was concentrated in the distribution channels: 715 to 730 watts were lowered by 2 to 3 points, and the transaction center of gravity dropped by 0.68 to 0.69 yuan per watt. The price difference between centralized project quotation and distribution market has widened to 5 to 9 cents per watt. In the final analysis,
this wave of differentiation market is that the terminal recognizes more efficient products, and inefficient products can only rely on price competition to grab the market. In fact, the overall focus of the market is still going down, the rise is structural, and the fall is the trend. What do you think
of the current component market? Chat in the comments section, see you next time!
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 0.65-0.78 yuan/W.
BC component: the price range is 0.74-0.88 yuan/W.
HJT module: 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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