This week, the price of photovoltaic modules has loosened downward, and a large number of special modules have poured in. The price of
photovoltaic modules dropped by about 0.01-0.05 yuan/W , and the mainstream transaction fell below 0.80 yuan/W.
It is worth noting that the head brand low-price components launched last week failed to stimulate the purchaser to place orders, the volume is not ideal, superimposed on the expectation that the market will remain flat in April, the price of this part of the low-price components has not yet been pulled back. At the same time, according to a survey by the Digital New Energy DataBM. Com, five component manufacturers have partially reduced prices or released special prices this week, of which only a small number of high-power components have been snatched up-if inventory continues to accumulate, domestic demand is weak, and overseas shipments are blocked. The component market may slip into the possibility of low price trampling again.
Specifically,
the price of TOPCon components is loose, and the overall quotation range is maintained at 0.75-1.03 yuan/W . This week, about 5 head manufacturers partially lowered the price of components, and the decline is expected to be 0.01-0.05 yuan/W . According to the survey, there are still a large number of low-price contracts for sale in the current distribution market, and the transaction price is maintained at 0.76-0.80 yuan/W .
According to the Digital New Energy DataBM. Com, 610-620W products of some head manufacturers experienced a second decline in two weeks, with a decline of 0.05-0.07 yuan/W . The price has fallen back to 0.74-0.76 yuan/W , and there is no large-scale transaction at present. The overall quotation range of
BC components is maintained at 0.78-1.17 yuan/W . This week, the focus of the transaction has moved down, with a slight decrease in shipments at the price of 0.86 yuan/W , and the overall transaction price has fallen back to 0.82-0.85 yuan/W .
In addition, the recent overseas transactions of BC modules have been relatively improved, mainly due to the recent significant growth in demand in the European household energy storage market, which has led to an increase in the transactions of BC photovoltaic module products. In addition to the leading enterprises, some second-and third-tier enterprises have also signed more bills. The price
of HJT components remained stable, between 0.75-0.85 yuan/W . According to the survey of Digital New Energy DataBM. Com, a batch of special HJT components appeared in the market this week, with prices ranging from 0.70 to 0.74 yuan/W . The power of this part of component products is relatively low, and the power is concentrated between 660-690 W. In
the overseas market , the quotation of manufacturers continues to rise, affected by logistics costs, the number of orders has decreased, and the current market is characterized by "price without market". According to the data of European institutions, the prices of TOPCon, BC and HJT components have risen by 7-10% annually. Taking TOPCon components as an example, the overseas quotation falls between $0.11 and $0.12/W , and the quotation of some household components reaches more than $0.12/W .
Distributed market demand continues to be weak, distributed terminal customers'willingness to purchase high-priced components is gradually declining ( more than 0.80 yuan/W), and more terminal customers reveal that the current upstream cost is still declining. They generally choose to wait for the price to fall before making purchasing decisions.
The centralized market demand remained low, and the amount of new procurement bidding and scaling in a single week was very small, which did not reach more than 100MW. However, it is worth noting that the unit price of component bidding has risen this week, and the average purchase price of a Gansu photovoltaic project component is as high as 0.917 yuan/W , reflecting that the acceptance of high-priced components in the centralized procurement market is increasing.
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.74-1.03 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.
Click here for more component pricing information.
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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