DBM Weekly Review: Lowest 0.67 yuan/W! The price of photovoltaic modules is low again, and going to sea becomes a "life-saving straw"!

This week, PV " On the one hand, the decline in component prices has significantly stimulated order transactions, and the shipments of some leading manufacturers have rebounded recently; On the other hand, supported by a significant recovery in overseas market demand, two leading manufacturers have planned to raise their production schedules in July.

However, the incremental orders brought about by the recovery of demand only benefit some enterprises, the differentiation of the market shipment pattern is still intensifying, only a few leading manufacturers rely on overseas orders to achieve a significant increase in shipments, while most component manufacturers are forced to adopt the "price-for-volume" strategy again-the scope of market price reduction is further expanding. The regular quotation of second-tier and third-tier manufacturers reached 0.69 yuan/W in a week, and some special price resources were even lower to 0.It

should be pointed out that the current component price is far below the level at the beginning of the year. However, the synchronous downward movement of the cost side constitutes a reasonable support for the price callback. According to Digital New Energy DataBM.

Specifically,

the price of TOPCon components continued to decline, with the overall range dropping to 0.69-0. The downstream transaction price of Trina Solar was partially reduced by 0.01-0.02 yuan/W . The conventional mainstream transaction price of head enterprises is concentrated at 0.70-0. At present, the transaction price of 645-655W products on the market is 0.77-0.

Runma Solar Energy, Haitai Xinneng and Skyworth Photovoltaic lowered their quotations by 0.01-0.03 yuan/ W this week, and the current price is slightly lower than that of the leading enterprises. Concentrated at 0.69-0. In addition, there are occasionally a few special offers in the market, and the lowest price has reached

0.BC. The quotation range was maintained at 0.75-0. This week, the transaction price of Aixu shares was partially reduced by 0.01-0.02 yuan/W , and the price adjustment was mainly concentrated in 770-780 W large version products. The current quotation of mainstream 650-670W products is still 0.82-0.

However, according to the research of Digital New Energy DataBM. Com, the current 650-655W power segment products are relatively scarce, and the delivery cycle is more than 10 working days. The downstream channel is 0.01-0.

The price of HJT modules remains stable, now at 0.70-0. Some leading manufacturers have recently focused on overseas shipments, and projects have been delivered in Africa, South America and other places. However, HJT's domestic distributed shipments are still relatively small, and the special promotional activities in the distribution market last week are still continuing this week, highly concentrated in 0.70-0.On the

supply side , according to Digital New Energy DataBM, this adjustment is mainly driven by the growth of overseas orders. The monthly production schedule of one of the manufacturers may reach a new high this year. In

the overseas market , the demand continues to pick up, and the domestic head component manufacturers have abundant export orders in hand. According to the price of digital new energy DataBM, 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 shows signs of partial recovery. Some manufacturers continue to introduce special products, with freight and buy free services, superimposed on the current household market, the price of large products has been as low as 0.69-0. However, most of the industrial and commercial power station projects are still mainly wait-and-see, the inquiry is warming up, but the actual transaction is still relatively limited. The

centralized market demand has declined, and the bidding scale of one-week component centralized procurement has fallen below 100 MW, and the bidding source is mainly small distributed power plant projects. In contrast, the scale of calibration has increased annually, with a one-week calibration volume of 1

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

TOPCon components: the price range is 0.69-0.BC;

components: the price range is

0.75-0.H JT components: the price range is 0.70-0.

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.