DBM Weekly Review: As low as 0.62 yuan/W! Both at home and abroad! PV module prices stall down!

This week, according to a survey conducted by the Digital New Energy DataBM. Com, Six component manufacturers , Jingke Energy, Jingao Technology, Trina Solar Energy , Xiexin Integration, Aixu Stock and Hengdian Dongci, have all declined in varying degrees, with a decline of 0.01-0. Second-and third-tier manufacturers' special price "dumping" is more radical , and the lowest price has dropped to 0.

This wave of price reduction has been synchronously transmitted to the overseas component market. The quotation of domestic manufacturers in the overseas distributed market has fallen by US $0.01-0.03/W. Quotations for some centralized projects even came to 0.

In addition, affected by Typhoon Bawei, a large area of coastal areas in East China was shut down this weekend, and the terminal construction process was suspended. As a strong installed market of distributed photovoltaic in East China, the impact of this typhoon transit should not be underestimated, and the subsequent component replacement, installation and other maintenance needs of distributed power stations may be released centrally.

Specifically,

the price of TOPCon components continues to decline. The overall range dropped to 0.69-0. This week , Jinko Energy, Jingao Technology, Trina Solar, GCL Integration, Five first-line component manufacturers of Hengdian Dongci lowered the price of conventional products by 0.01-0.03 yuan/W , and the mainstream transaction price fell at

0.67-0. The price difference between conventional products and special products of some second-and third-tier enterprises is widening-some conventional quotations are still concentrated at 0.70-0.73 yuan/W , but special components have gradually dropped to 0.62-0.67 yuan/W . The price difference was as high as 0.07-0.

The price of BC components dropped slightly, and the quotation range remained at 0.75-0. This week, some small-scale BC production enterprises resumed production. The quotation of mainstream products is stable at 0.78-0.79 yuan/W , and the overall transaction price is concentrated at 0.78-0. In addition, Aixu 770-775W large version products appeared partial price adjustment in the first half of the week, but failed to effectively drive the release of downstream demand. The market reaction is weak. The price

of HJT components has not fluctuated for the time being, at 0.70-0. This week, some large HJT orders landed, and the quotation including tax was at 0.74-0. The price of 720W and above components is stable at 0.74-0.76 yuan/W , and the supply of special price is reduced (0.70-0.70)

. Overseas demand remained stable as a whole, but component prices were lowered. Some manufacturers disclosed that the current external quotation followed the sharp decline in domestic prices, the conventional quotation was highly concentrated in 0.11-0.12 US dollars/W , and the quotation of some large-scale projects fell to 0.In terms of price, taking the European market as an example, the overall quotation fell. The quotation range of TOPCon module is $0.10-0.12/W , and the quotation range of BC module is $0.10-0.The overall demand of distributed market is weak. Under the influence of typhoon "Bawei", a large area of power stations in Zhejiang and Fujian have been shut down , among which power stations in coastal areas have been reinforced in the past two days, and the progress of terminal construction and grid connection has slowed down significantly. In addition, this week's distributed market shipments are mainly bulk goods, some manufacturers have previously cancelled the additional cost of dismantling, the delivery speed is faster, and the channel inventory is more adequate. The new demand in

the centralized market is less, and the one-week bidding demand is 0.20GW. Compared with 0 last week , the scale of calibration is as high as 15.0 GW , and this week mainly relies on large-scale projects, such as Zhejiang Energy about 2

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 0.69-0.BC;

components: the price range is

0.75-0.H JT components: the price range is 0.70-0.

The above survey price is the price including tax and excluding transportation.

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The above price data is from Digital New Energy DataBM.