This week, the Mid-Autumn Festival holiday is approaching, photovoltaic " Jinjiu "last full working week, six module manufacturers have lowered the price of inefficient modules. At the same time, the transaction price of high-efficiency component products of head manufacturers in the channel link has been slightly loosened. At present, the quotation of more than 0.75 yuan/W is still common, but the actual transaction price has fallen back to
0.71-0. Affected by the weak overall distributed market, there was no phenomenon of "rush transportation" and "rush order" before the holidays in previous years. As for the
component price index, big data from the Digital New Energy DataBM. Com showed that as of September 24. TOP Con210mm component price index was 0.72 yuan/W , unchanged from last week; The TOP Con210R module price index was 0.73 yuan/W , unchanged from last week; HJT 210mm module price index was 0.71 yuan/W , unchanged from last week; The BC210R module price index is 0.
Specifically,
the TOPCon module price range is stable, and the transaction center of gravity moves down. Overall, it remained at 0.65-0. This week, Tongwei shares were the first to decline. The price reduction is concentrated on 620-635 W and 740-745 W power section components, with a reduction of about 0.02-0.03 yuan/W . The price fell to 0.68-0. In the past week, five enterprises adjusted the price of inefficient products, and the overall transaction focus of manufacturers moved down significantly, down 0.01-0.02 yuan/ W from last week . Taking mainstream manufacturers as an example, the transaction price is now concentrated at 0.68-0.
In addition, it is observed that 780-790 W super-large components have also been slightly reduced this week. The transaction price is 0.68-0. However, most of the components in this power section correspond to household photovoltaic scenarios, and the unit power price is lower than that of the medium version, which has limited impact on the overall price range. The price of
BC components was stable this week, with the quotation range remaining at 0.74-0. The quotation end has not been adjusted for several weeks in a row, and the regular quotation of the head manufacturer is stable at 0.80-0.83 yuan/W . Inefficient products are located at 0.75-0.It is noteworthy that, At present, the price difference between BC module 640-645W product quotation and TOPCon product with the same power has narrowed
to 0.01-0.HJT module price has been partially lowered this week. Overall at 0.67-0. In the first half of the week, some manufacturers' distribution channel quotations were slightly lowered, concentrated at 0.68-0. At present, the number of orders that can be signed is relatively sufficient, but there are fewer transactions before the festival. On the
supply side, the domestic component production schedule in October continued the cautious tone since September. After the head manufacturers lowered the production schedule in late September, the production schedule in October remained basically stable compared with the previous month, and there was no further contraction. At the same time, some manufacturers have plans to increase production for high-power models, and there may be impulse behavior at the end of the month. However, as far as the total amount is concerned, the production schedule in October has little change compared with that in September. According to Digital New Energy DataBM.
In the overseas market , the price of components remained stable. Some manufacturers revealed that there are still overseas purchase orders in the near future, but affected by the policy of restricting hoarding, orders to the United States have entered the final stage, and the overall overseas demand is expected to decline in stages. In terms of price, taking the European market as an example, the quotation range of TOPCon components is $0.11-0.13/W . The quotation range of BC components is 0.11-0.
The channel stock of distributed market demand has increased slightly this week, and the actual transaction situation is still weak. With the Mid-Autumn National Day holiday approaching, some dealers on the market appear to stock up in small batches, mainly focusing on 715-730W large version and special products, while 720-730W large version shipments increased relatively in the same period . 650W and above form a backlog in the dealer warehouse, and the visibility of orders is low.
Centralized market demand is relatively quiet, and there is little demand for new tenders this week. Only 0. Calibration scale 4.
This week, The price information obtained from the survey of the digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.65-0.BC
components: the price range
is 0.74-0.HJT components: the price range is 0.67-0.0 HTML 0 UNK97 The above survey prices are the prices including tax and excluding transportation. 0HTML0UNK98 Click to view more component price information
The above price data is from Digital New Energy DataBM.
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