This week, PV head component manufacturers have lowered their quotations one after another." In addition to Jingao Science and Technology, Tongwei Stock, TCL Central and Xiexin Science and Technology in the first half of the week , Zhengtai Xinneng was added to the team of large price reduction factories. Five manufacturers lowered their quotations by 0.01-0. At the same time, the transaction prices of second-tier and third-tier manufacturers further bottomed out, and now the prices of some component products on the market have touched 0. The downward trend of the market has intensified. Contrary
to the cooling trend of component prices, there is a significant growth in local markets on the demand side, with the main highlights coming from centralized markets and overseas markets . Some manufacturers told us that compared with May, component shipments in June began to improve, and they predicted a seasonal rebound in demand in the third quarter, which is expected to form a bottom support for the component market. In the short term, the pressure of further decline in component prices still exists. "0.
Specifically,
TOPCon component prices continued to decline, with the overall range dropping to 0.69-0. This week, five leading companies lowered their quotations." The transaction price generally dropped to 0.71-0. At present, only a small number of high-priced products are still sold in the household market, and the price is maintained at about 0.75-0.
According to the survey of Digital New Energy DataBM. Com, although the quotation of some head manufacturers is still above 0.70 yuan/W , in some distribution channels. Through promotional incentives such as invisible rebates and buying gifts, the actual transaction price has fallen below the 0.BC
component quotation range and remained stable at 0.75-0.BC. The manufacturer said there was no price reduction plan for the time being. However, at present, the quotation of scattered orders for household use has been reduced, and enterprises have turned to industrial and commercial and centralized projects, with power concentrated above 650 W. The mainstream transaction price of head and second-and third-tier enterprises is 0.82-0.85 yuan/W . The price of low-power products below 650W is 0.78-0.
The price range of HJT components is maintained at 0.73-0. This week, some dealers released the supply of low-cost HJT components. The price of 710- 720 W power section products is reduced by 0.01-0.03 yuan/W . At present, the lowest quotation has approached 0.
On the supply side , the domestic component production schedule in June was slightly revised down from the expectation at the end of May, mainly due to the fact that some manufacturers reduced the production schedule by about 0.5-1. Some head manufacturers plan to release component production capacity from the end of June to July, and the operating rate is expected to increase in late June, but it needs to further follow up the actual market demand changes. In
the overseas market , the price of some components has risen, and the purchasing preference of overseas customers has gradually migrated to large-scale products. According to the survey of European institutions, the price of TOPCon and BC components increased by 3% -7% . Among them, the increase in the price of TOPCon modules was mainly due to the switch of procurement demand to higher power products, rather than increase in the price of the whole system; the upward price of BC modules continued to be driven by the growth of high-end household demand. 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 0.12-0.
The distributed market demand has not yet improved significantly, and this week's shipment is still dominated by low-price components. According to some leading manufacturers, digital new energy DataBM. Especially in the current market, low-price products emerge in an endless stream, and some manufacturers in East China regional distribution channels have obtained more low-price rights and interests due to relatively large shipments, thus forming substantial regional price differences, breaking the long-standing practice of "the same brand, unified quotation".
The centralized market demand remained stable, and the purchasing activity of power station projects increased. This week, the demand for public bidding and procurement of photovoltaic modules is about 0.73 GW , which is about 0.10GW compared with the capacity of 0.10GW last week . Although it fell sharply from 8.42 GW last week , it excluded CGN 8.42 GW
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 0.70-0.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.
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The above price data is from Digital New Energy DataBM.
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