In the first half of the week, the market price of photovoltaic modules declined in a large area.
According to incomplete statistics from the Digital New Energy DataBM. Com, since last weekend, the quotations of seven photovoltaic module manufacturers have been lowered to varying degrees, covering the head enterprises and the second-and third-tier enterprises. The overall decline is between 0.01-0.04 yuan/W .
This round of centralized price reduction is affected by multiple factors, among which the continuous decline of silver price is the core driving factor-the weakening of upstream silver paste cost leads to the gradual loosening of component-side cost support, and the difficulty for component manufacturers to stand up is significantly increased. According to the survey of digital new energy DataBM. Com, the current industry generally continues to be bearish on the follow-up component market trend. Many manufacturers expect that the price of TOPCon components will fall into the range of 0.6x yuan/W, while BC components also have the possibility of falling into the range of 0.7x yuan/W.
At the same time, in the first half of the week, many first-line manufacturers were in the "shipment impulse" node at the end of the second quarter and the first half of the year, and the market special price products were significantly released, further lowering the spot transaction price.
Specifically,
the price of TOPCon components showed a downward trend, and the overall price range reached 0.65-0.77 yuan/W . In the past five days, five enterprises, including Longji Green Energy, Tongwei Stock, Zhengtai Xinneng, TCL Central and Xiexin Integration , have collectively lowered their component quotations by 0.01-0.04 yuan/W , and the price reduction in this round has increased significantly compared with the previous weeks. The mainstream transaction price has been concentrated at 0.67-0.71 yuan/W , which is about 0.02-0.03 yuan/ W lower than last week's trading range.
Second-and third-tier manufacturers, Runma Solar Energy and Gaojing Solar Energy continued to follow up this week, with a decline of 0.02-0.03 yuan/W . The current quotation has reached 0.67-0.68 yuan/W , further lowering the market price focus.
Affected by the current large-scale price reduction, some dealers began to reduce the stock of component products above 0.70 yuan/W, focusing on the promotion of special component products of 0.65-0.68 yuan/W .
BC components were slightly reduced, with a price range of 0.75-0.90 yuan/W . Last Friday, Longji Green Energy lowered its quotation for BC component products by 0.02-0.03 yuan/W . This week, the transaction price dropped further to 0.81-0.83 yuan/W .
It is noteworthy that this round of price reduction has released the backlog of orders to a certain extent, and BC component shipments have rebounded, mainly concentrated in 650-655 W single glass component products with sufficient spot. The price
of HJT module is relatively stable, ranging from 0.70 to 0.83 yuan/W . In the early stage, the price of special high-power products has been reduced, and now the price of power components above 730W is about 0.75-0.76 yuan/W . It is worth noting that some manufacturers have reopened their sales channels in the distribution market, focusing on 700-730W, but the current purchasing willingness in the distributed market is relatively low.
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 0.67-0.77 yuan/W .
BC component: the price range is 0.75-0.90 yuan/W .
HJT module: the price range is 0.73-0.83 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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