This week, the price trend of photovoltaic modules has been divided, and the overall trading focus has moved down. At the same time, the PV module market is facing many fluctuations, and the pressure of further price decline is increasing.
It is reported that since the beginning of Ma Nian, the upstream polysilicon and silicon wafers of photovoltaic modules, as well as the battery links, have fallen in different ranges, although they have not yet had a direct impact on the price of modules in the short term. However, the purchaser of the terminal power plant has a strong "bearish" mentality, or causes some pressure on the price of the component manufacturers.
More noteworthy is that the impact of the recent war in the Middle East has been rapidly transmitted to the domestic photovoltaic overseas export sector. The logistics of some routes is blocked, shipping fees and handling costs are rising , and the component exports of leading manufacturers in the Middle East are facing challenges. The rise of geopolitical risks may become an important variable for subsequent component exports and the performance of overseas project orders.
Specifically,
the price of TOPCon components is maintained at 0.75-1.03 yuan/W . Low-priced products still dominate the market this week, with the mainstream transaction price fluctuating between 0.76-0.82 yuan/W .
It is worth noting that the current market transaction price is clearly divided into two levels: one is 0.80-0.82 yuan/W , and the other is 0.85-0.87 yuan/W . According to the Digital New Energy DataBM. Com, this phenomenon stems from the "high-low matching" strategy adopted by individual head manufacturers, which mixes some low-price downgraded products with high-price conventional products, thus lowering the overall transaction price. The price of
BC components remained stable, and the overall quotation range remained at 0.78-1.17 yuan/W . The mainstream quotation of head manufacturers is stable at about 0.9 yuan/ W, but from the actual transaction point of view, the downstream general acceptance is still in the range of 0.78-0.85 yuan/W , and there is a significant gap between the quotation and the transaction.
At the same time, the inventory pressure of some second and third-tier enterprises continues to emerge. It has been observed that the inventory of BC components has been digested slowly in the past two months, and the quotation has remained at a relatively low level of 0.76-0.80 yuan/W , but there is basically no transaction landing. The price
of HJT module is about 0.75-0.85 yuan/W , which remains unchanged. Due to less demand for HJT components in distributed procurement, some manufacturers revealed that the current focus is on overseas exports. There are fewer orders in distribution channels, but the inventory level of dealers is low, there is no low-price inventory clearance action, and the overall quotation is concentrated at 0.75-0.80 yuan/W . In
the overseas market, due to the changes in the situation in the Middle East, handling and shipping costs have risen, and the cost of component exports has continued to rise recently. Taking TOPCon components as an example, the overseas quotation falls between $0.11 and $0.12/ W. According to some leading manufacturers, the overseas quotation still has plans to rise, and it is preliminarily expected to reach more than $0.13/W in April.
Distributed market demand continues wait-and-see attitude. This week, some manufacturers launched a time-limited low-price strategy, which stimulated small batch transactions, but failed to change the overall wait-and-see mood . According to some distributors to the digital new energy DataBM. Com, the low-price inventory hoarded in the early stage is gradually digested, but the expectation of the follow-up price continues to rise is weakened, there is no replenishment plan in the short term, generally waiting for the end of the Jinan exhibition to make decisions.
The centralized market demand is still low, and the demand for new procurement bidding in one week is very small , but the total amount of bidding has increased significantly to 8.9 GW . This week, Huadian Group 's 8GW component collection project issued a bid-winning announcement, which greatly boosted the amount of calibration, in which the bid price of the enterprise has increased to 0.75-0.93 yuan/W . The average price reached a high of 0.87 yuan/W .
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 0.75-0.85 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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