this week; although the BC product quotation tends to be stable, the actual transaction price still fluctuates;";
At the same time, the price of upstream silicon wafers and cells showed a price reduction this week: among them, the decline of silicon wafers 182-210 mm models ranged from 0.02 to 0.05 yuan/piece , and the price of 210R cells declined slightly. Decreased by 0.005-0. Upstream " In addition, the mandatory national standard for photovoltaic modules will be implemented soon, and this week, various leading manufacturers have concentrated on launching the inventory clearance of low-efficiency module products. A large number of low-price products have emerged, and prices have fallen again and again. At present, the average transaction price of component products below 630W in the market is generally 0.03-0.04 yuan/W lower than that of conventional products. The transaction price is at 0.63-0.
Specifically,
the price of TOPCon components has declined, and the overall quotation range is at 0.63-0. The two first-line manufacturers lowered the price of low-efficiency (below 630W) and 210 conventional products by 0.01-0.02 yuan/ W to around 0.66-0.67 yuan/W . As a result, the mainstream trading level moved down to 0.67-0. The price of 210R high-efficiency components remained stable at 645-655W , and the price of 0.72-0.
BC components remained stable, with only a partial decline in low-efficiency products this week. The range is 0.74-0. The head mainstream transaction price is 0.79-0.82 yuan/W ; The transaction price difference of low-efficiency products (650-660W) between different channels is 0.03-0.04 yuan/W . The lowest transaction fell at 0.74-0.
The price of HJT components was lowered again, and the quotation range was 0.67-0. This week, the quotation of large orders for HJT components declined. The overall quotation range is 0.71-0.75 yuan/W , of which the quotation of the head manufacturer declines by 0. At present, the overall distribution channel quotation of HJT components is 0.67-0.
On the supply side, in mid-November, the range of component-side production reduction has been expanded, and some new first-line manufacturers have made it clear within the week that they will reduce the production schedule this month. However, it should be noted that the current inventory of major manufacturers is still on the high side, the new national standard is about to be implemented, and the progress of price reduction and clearance of inefficient products remains to be observed-if the effect of inventory clearance is not as good as expected, there is a possibility that subsequent manufacturers will further increase the intensity of production reduction. According to Digital New Energy DataBM.
In the overseas market , prices were generally stable, and manufacturers did not adjust export quotations this week. It is worth noting that some leading manufacturers have signed large European orders, indicating that the demand for equipment procurement for large ground power stations still has some support. 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.
The distributed market demand continues to weaken. The current shipment is still dominated by stock distribution contracts, and the new demand is limited; large dealers continue to grab orders at low prices, and continue to pull down the market transaction price. This week, although the frequency of customer inquiries has increased, the proportion of actual orders is low. Some downstream small channel providers have turned to recycling component business, and their products are mostly exported to Africa, Southeast Asia and other places.
In addition, the shipment strategy of some first-tier manufacturers is changing slightly: production scheduling is flexibly adjusted according to the number of orders received, and the spot inventory is mainly composed of low-efficiency products to be cleared (620-625W, 710-720W), while the rest of the mainstream products are produced according to orders, and the inventory is limited.
Centralized market demand has fallen sharply, with new bidding demand in a single week. 1. The scale of the project is about 15.
The price information obtained from the survey of the digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.63-0.BC
components: the price range
is 0.74-0.HJT components: the price range is 0.67-0.0 HTML 0 UNK5 8 The above survey prices are the prices including tax and excluding transportation. 0 HTML0 UNK5 9 Click for more component price information 0 HTML0UNK60 The above price data is from Digital New Energy DataBM.
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