Year of the Horse, the overall resumption process of the PV module market was progressing in an orderly manner, while the module prices were divided.
On the one hand, there is a tentative increase in the price of head manufacturers, and the price of some brands is gradually approaching 0.90 yuan/W or even 1.0 yuan/W . Manufacturers have strong expectations for the price increase of components in March.
On the other hand, scattered orders have been traded in the first week, but from the current situation, the actual transaction price has not kept up with the upward trend of the quotation, and the current transaction price has fallen slightly compared with the previous year ( 0.78-0.80 yuan/W common).
In addition, according to the survey of digital new energy DataBM. Com, the upward trend of component production schedule in March is obvious, and the domestic production schedule is expected to rise to about 34-36 GW .
Specifically,
the price differentiation trend of TOPCon components is increasing, and the overall quotation range is maintained at 0.75-1.03 yuan/W . Years later, Trina Solar's public quotation rose slightly again by 0.01 yuan/W . At present, the quotation of mainstream manufacturers is generally at a high level of 0.85-1.03 yuan/W .
However, some distributors disclosed to the Digital New Energy DataBM. Com that the scale of low-price inventory in the early stage was still large, although the number of inquiries increased after the year, but due to the pressure of shipment. The transaction price of mainstream power ( 710-720W ) products has increased by 0.01-0.02 yuan/ W compared with the previous year. The actual turnover remained in the range of 0.76-0.80 yuan/W . The price of
BC components remained stable, and the overall quotation range remained at 0.78-1.17 yuan/W . The mainstream trading range of head manufacturers is 0.78-0.85 yuan/W .
It is worth noting that during the Spring Festival, small batches of special components ( 670-690W ) appeared in the market, with a quotation of 0.78-0.80 yuan/W , and there was a certain transaction this week. The price of HJT
components remained stable, at about 0.75-0.82 yuan/W . The quotation of products above 710 W of the head manufacturer is temporarily stable, but the distribution channel shows a partial decline, and the quotation is about 0.77-0.78 yuan/W .
Overseas market is still the focus of component manufacturers, coupled with uncertain domestic demand, the trend of overseas shipments will continue. Among them, the current European quotation of TOPCon components is 0.09-0.12 euros/W , and the manufacturer's quotation is still at a high level, but the transaction price of some traders is as low as 0.092 dollars/ W. On
the supply side, the head component manufacturers have fully resumed work, and the upward trend of production schedule in March is clear . It is expected that the domestic component production schedule will be between 34-36 GW. According to the survey of Digital New Energy DataBM. Com, during the Spring Festival, about four manufacturers kept part of their bases open, and the production line was not completely on vacation. Coming into March, in addition to the general increase in production of leading manufacturers, some second-and third-tier manufacturers are also gradually resuming construction, and the overall supply is expected to accelerate growth.
The distributed market demand has not improved significantly. Terminal acceptance of high quotation above 0.80 yuan/W is still insufficient, wait-and-see sentiment is strong, and the actual transaction volume has not yet been released. According to some distributed general contractors, the cost of project components undertaken in the early stage is about 0.60 yuan/W, which is obviously upside down with the current quotation, so most of the project procurement plans have been pushed to April.
Centralized market demand is low, and procurement has not yet recovered in a large area after the year. The bidding quantity of one-week component procurement is 0.04 GW , and the scaled quantity is 0.35 GW . It is worth noting that the traditional peak season of component collection will begin in March. With the completion of bid opening for large-scale projects, there is a possibility of a substantial increase in subsequent bidding and scaling.
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components : the price range is 0.75-1.03 yuan/W .
HJT module : the price range is 0.75-0.82 yuan/W .
BC component : the price range is 0.78-1.17 yuan/W .
The above survey price is the price including tax and excluding transportation.
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The above price data comes from the research of digital new energy DataBM. Com, for reference only, if you have any questions, you can send a private message to the background.
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