This week, the upstream side of photovoltaic Digital New Energy DataBM.
Mainly concentrated in the 210N specification-https://www.databm. at the end of the year, but the upward trend of the cost side did not transmit downward, the component side did not follow the rise this week, but the transaction price further dropped, and the deviation trend between the quotation end and the transaction end further intensified. As for the
component price index, according to the big data of the Digital New Energy DataBM. Com, as of October 30, the TOPCon210mm component price index was 0.7028 yuan/W . Down 0.0121 yuan/W from last week ; The TOP Con210R component price index was 0.7212 yuan/W , down 0.0050 yuan/W from last week ; HJT 210mm module price index was 0.7000 yuan/W , unchanged from last week; The BC210R module price index was 0.8141 yuan/W , down 0 from last week.
Specifically,
the TOPCon module price was lowered as a whole. The range of 0.65-0.3 head manufacturers was reduced by 0.01-0.04 yuan/ W, and the mainstream trading range was 0.66-0.75 yuan/W ; The turnover of 645-655W high-efficiency products dropped to 0.72-0.
It is worth noting that this week, we learned that the component prices of second-and third-tier component manufacturers may be further explored: these enterprises are mainly OEM, which is relatively lower than channel price. There is a bargaining space of 0.02-0.03 yuan/W between the channel end and the OEM end for products of the same specification. The transaction price of 620-630W and 710-720W power segment component products at
0.63-0.BC also declined. The overall quotation is 0.74-0. This week, the transaction price of 650-655W component products of head manufacturers is 0.01-0 lower than that of last week. The overall transaction price is 0.77-0.83 yuan/W . The second and third lines remain
at 0.74-0.HJT component prices are still at a low level. The quotation range is 0.67-0. This week, the transaction price of the distributed market is still 0.67-0. The head manufacturers have some overseas shipments in the near future, mainly for centralized power station projects, while the domestic scattered single shipments are relatively flat. On
the supply side, the production schedule of head manufacturers in November was supported by the delivery of centralized projects at the end of the year. However, there is internal differentiation: some manufacturers plan to reduce the price by 0.2-1. According to Digital New Energy DataBM. However, considering that the centralized delivery will gradually end in November and the distributed demand has not yet recovered, there is still the possibility of a subsequent reduction in the domestic component production schedule.
Overseas markets remained stable as a whole, component quotations did not rise or fall significantly, and purchasing demand was relatively flat. In terms of price, taking the European market as an example, the quotation range of TOPCon components is $0.10-0.12/W . The quotation range of BC components is 0.11-0.
The distributed market demand continues to be weak, and the channel sales are strengthened; Some channel providers are affected by the pressure of shipment target and the shipment volume is not as good as expected, and even the impulse of discounted shipment-the transaction price is 0.02-0 lower than delivery price. At the same time, a large number of orders for degraded component products have recently appeared in the market. The unit price is as low as 0.62-0.
The centralized market demand has increased substantially, and the demand for new tenders in one week has reached 8.5G W . Mainly from the Three Gorges Group . 5. The scale of calibration is as high as 6.
This week, The price information obtained from the survey of the digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.65-0.BC
components: the price range
is 0.74-0.HJT components: the price range is 0.67-0.0 HTML 0 UNK67 The above survey prices are all prices including tax and excluding transportation.
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The above price data is from Digital New Energy DataBM.
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