This week, after the special promotion of three first-line component manufacturers started in the first half of the https://www.databm.
, some small and medium-sized component manufacturers also started to follow the price reduction, but the range was more convergent. While the transaction price in the
distributed market continues to loosen, the centralized market, as the main force of domestic shipments, has also shown a price reduction signal.
This week, the winning unit price of large-scale centralized procurement projects landed at an ultra-low price of 0.665 yuan/W , which is about 0 yuan lower than average bidding price of 0.742 yuan/W in October. Its supporting role in the overall quotation system will face challenges. As for the
component price index, big data from the Digital New Energy DataBM. Com showed that as of November 6. The TOP Con210mm component price index was 0.7013 yuan/W , down 0.0015 yuan/W from last Friday ; The TOP Con210R component price index was 0.7200 yuan/W , down 0.0012 yuan/W from last Friday ; HJT210mm component price index was 0.6967 yuan/W , down 0.0033 yuan/W from last Friday ; BC210R module price index is 0.8087 yuan/W .
Specifically,
the price of TOPCon components declined by 0.63-0 as a whole . In the first half of the week, three first-line manufacturers released special products. Subsequently, two small and medium-sized component manufacturers lowered their quotations by 0.01-0.02 yuan/W , but the price reduction products were different, focusing on 620-625W. The quotation range is 0.63-0.
At present, the high transaction price of TOPCon components is still concentrated in the high-efficiency components of 210R, and 645-655W components are between 0.70-0.75 yuan/W as a whole . Stick to
the price decline of 0.BC components. In the first half of the week, the head manufacturers lowered their prices by 0.01-0.According to the decline in the price of digital new energy DataBM. HJT
components, The overall price of manufacturers is 0.67-0. The overall price of manufacturers is stable, and the price of high-power component products is slightly reduced at the channel end. At present, the transaction price of 720-725 W is 0.67-0 in the
overseas market . Seasonal off-season characteristics are gradually highlighted. However, it is noteworthy that, according to data from overseas institutions, the transaction price of European components rose across the board in October, ranging from 1.5% to 13.3% , with the highest increase in all-black components. The transaction price reached 0.
This rising market has obviously deviated from the characteristics of stable and partial downward quotation of domestic export components since October. The reason is that there is a transmission lag between the European spot price and the change of the domestic quotation: on the one hand, the transportation cycle leads to the need for timeliness of the price transaction, on the other hand, the local inventory is mostly the long single supply of the pre-locked price, and the transaction price is not the latest FOB price. In terms of
export quotation, the quotation range of TOPCon components is $0.10-0.11/W , which is lower than last week. The quotation range of BC components is 0.11-0.
In terms of distributed market demand , due to the impact of special promotional activities, the activity of inquiries has increased, but the transaction orders have not increased significantly. In addition to special promotions, some head component manufacturers also offer more incentives to downstream channels: some TOPCon manufacturers offer freight subsidies in addition to rebate markups, while BC manufacturers allow provincial agents to ship across regions. The relaxation of channel shipment management objectively lowers the threshold of cross-regional supply circulation, and also promotes the hoarding of BC high-power components in a disguised way, especially in South and East China.
Centralized market demand has fallen sharply, with a one-week increase in bidding demand of 0.
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.H JT components : the price range is 0.67-0.
The above survey price is the price including tax and excluding transportation.
Click to view more component price information
The above price data is from Digital New Energy DataBM.
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