In the first half of the week, two more TOPCon manufacturers were added to the component price reduction camp. So far, the head component manufacturers in the fourth quarter of the product transaction price has gone through one to two rounds of downward adjustment, the price front has been loosened.
Particularly noteworthy is that the delivery window at the end of the year is approaching, and the deviation between the manufacturer's quotation and the actual transaction is further widened: the official quotation of the enterprise is generally stable, but the low-price transaction at the channel end is increasing, which is continuously pulling down the lower limit of the market transaction range. TOPCon and BC head enterprises that insisted on price insurance in the early stage also began to follow the downward adjustment. According to the survey, at least three of the nominal quotations have not been moved, but the actual transaction of the channel has opened a price difference of 0.02-0.03 yuan/W.
Specifically,
the price of TOPCon components declined slightly, and the quotation range was 0.63-0.76 yuan/W . In the first half of the week, the transaction price of Jingao Technology and Xiexin Integration was reduced by 0.01-0.02 yuan/W . The average price of mainstream transactions of head manufacturers is 0.67-0.75 yuan/W , and the average price of low-efficiency components (620-625W) products is 0.63-0.67 yuan/W .
It is noteworthy that the "counter-trend" performance of inefficient inventory: some leading manufacturers still have more small-version component products, because the market stock is scarce and mainly for industrial and commercial component replacement scenarios, the price is higher than that of conventional products-the power is concentrated in 590-595 W. The price of head enterprises ranges from 0.73 to 0.77 yuan/W .
BC components are stable as a whole, with a price range of 0.74-0.88 yuan/W . After the downward adjustment of the transaction price of the head manufacturers in the last round, the insurance strategy of other manufacturers began to loosen: although the quotation of 0.80-0.82 yuan/W on the market has not been adjusted, according to the survey, some manufacturers have offered price concessions to large downstream channel providers. The actual transaction price of 650-660W products is as low as 0.75-0.76 yuan/W . The price
of HJT components remained stable, between 0.67-0.76 yuan/W . There is no obvious fluctuation in the manufacturer's quotation. Due to the small volume of scattered orders, the price of high-power components is deadlocked at a low level. At present, only the distributed quotation of 730W components is still above 0.70 yuan/W .
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 0.65-0.76 yuan/W.
BC component: the price range is 0.74-0.88 yuan/W.
HJT module: the price range is 0.67-0.76 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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