In the first half of the week, there were significant signs that the PV module market had temporarily stopped falling, and the overall trend was stable, with only a slight loosening in the price of local power segment products. The slight decline in the transaction price of
some power segment component products was mainly affected by two factors: First, the shipment of special price components further increased. Due to the significant effect of short-term shipments, some head manufacturers once again slightly lowered the price of the main products in the first half of the week; Second, component manufacturers are collectively promoting product upgrading in the near future. According to the research of Digital New Energy DataBM. Com, three manufacturers have planned to increase the output of 650W and above high-power components in the third quarter. As a result, some manufacturers have launched the strategy of reducing the price of current mainstream products in advance.
It is worth noting that the price of photovoltaic modules has once again come to the "6 Mao era", which has aroused more attention. According to the feedback from most manufacturers to the digital new energy DataBM. Com, the core of the current pricing decision of driving component manufacturers is still on the cost side, and the price of upstream links such as batteries continues to weaken, which has not yet formed an effective support for the component side. Therefore, the price of modules lacks rebound momentum in the short term-in June and even throughout the third quarter, the market of photovoltaic modules is likely to continue the characteristics of "weakening in stability and partial decline".
Specifically,
the overall price range of TOPCon components is maintained at 0.69-0.78 yuan/W . In the first half of the week, the regular quotation of head enterprises was stable as a whole, and the mainstream trading range was maintained at 0.70-0.74 yuan/W , but the price of some 645-655W high-power products was loosened. The quotation was lowered by 0.02-0.03 yuan/ W to 0.75-0.78 yuan/W , and the premium space of high power section continued to narrow.
Near the end of the month, manufacturers concentrated on releasing special products with a scale of about 30 MW, with a quotation of 0.68-0.72 yuan/W . The quotation range of
BC components is maintained at 0.75-0.90 yuan/W . In the first half of the week, the overall transaction price of the market remained stable, the mainstream 650-655 W power segment was relatively concentrated, and the transaction price was 0.82-0.85 yuan/W . At the same time, according to the research of digital new energy DataBM. Com, the actual transaction volume of high quotation of 0.86 yuan/W and above is very small, and the market acceptance of high price is still limited. The price
of HJT components is stable between 0.70-0.83 yuan/W , but the current actual transaction price is highly concentrated between 0.71-0.75 yuan/W . In the first half of the week, head manufacturers released some HJT components below 650 W at a price of about 0.71 yuan/W . However, due to less stock and low power, the current dealer feedback on the shipment of this part of the special products is general.
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 0.69-0.78 yuan/W .
BC component: the price range is 0.75-0.90 yuan/W .
HJT module: the price range is 0.70-0.83 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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