This week, the photovoltaic module market continued to reduce prices, according to a survey by the Digital New Energy DataBM. Com, four manufacturers again lowered module prices this week.
In late July, the price of components has not stopped falling. Due to uncertain demand, the market continues to be dominated by "bearish" sentiment. In sharp contrast, the supply side is more enthusiastic about production. According to the survey, at present, the head manufacturers have no plans to reduce production, and the overall production level of the industry is still relatively high, mainly due to the centralized supply of large-scale projects.
In addition, the recent increase in the production capacity of TOPCon high-efficiency modules in the market is particularly significant. After the technological upgrading in the early stage, TOP5 manufacturers have recently switched their main production lines to the 645-650 W power range, and the spot supply continues to increase. At present, the overall quotation of high-efficiency components in this power section is 0.72-0.75 yuan/W , which is 0.03-0 higher than that of conventional products.
At present, the demand for new purchases in the downstream of the component market is still uncertain, and the shipment volume mainly depends on centralized orders. Distributed new orders are particularly scarce. According to the feedback from many manufacturers, the current shipments in the distributed market are less than half of its monthly shipment target. In the context of the continuous downturn of the market, terminal purchasers have a stronger willingness to lower prices, and their purchasing preferences are highly concentrated on more cost-effective, efficient or small-sized components of various brands.
Specifically,
the price of TOPCon components continued to decline, and the quotation remained at 0.65-0. Two leading manufacturers , Trina Solar and Jingao Technology, have lowered the price of conventional products by 0.01-0. At present, TOP5 manufacturers have started to produce 645-650 W components. Product prices are highly concentrated at 0.72-0.
It is worth noting that the previous generation of high-efficiency products is experiencing "passive degradation". In the near future, head manufacturers are synchronously promoting the power upgrade of 210 components, and 710-720W products have been gradually replaced by 730-750W products from the main power segment. Affected by this, some head manufacturers have turned this part of the product into a special promotion, and the current price is concentrated at 0.65-0.68 yuan/W . Compared with the previous regular quotation , the price of
BC components dropped slightly, and the quotation remained at 0.75-0. This week, the head quotation stabilized, and two second-and third-tier manufacturers lowered their quotations. At present, the mainstream transaction price is concentrated at 0.76-0.84 yuan/W , while the price of other leading enterprises to digital new energy DataBM. HJT
components has declined this week. According to the survey of Digital New Energy DataBM. Com, the volume of special price components ( 0.66-0.69 yuan/W ) is relatively small, but centralized orders landed this week. The quotation of enterprises is 0.74-0.
In the overseas market , the overall situation remains stable, and the distributed demand is relatively weak. In terms of price, taking the European market as an example, the quotation range of TOPCon components is $0.10-0.12/W . The quotation range of BC components is 0.10-0.
The distributed market demand has not improved significantly this week, and the conventional component shipments continue to be squeezed by low-price supply. According to a number of manufacturers, channel providers to the digital new energy DataBM.
It is worth noting that the delivery time of low power segment components is lengthening. According to the manufacturer's feedback, although there is still production scheduling for low-power products below 630W, the spot inventory has been greatly contracted-the purchaser generally needs to wait for half a month to January to arrive after placing an order, and the delivery time is significantly longer than before. Most manufacturers adjust the low-power section to centralized production scheduling every other month and small batch delivery.
The centralized market demand remained low, with a one-week bidding demand of 0.12 GW and a bidding scale of 0. Most of the new demand was for the procurement of a single centralized power station construction project, lacking the pull of large-scale centralized procurement projects.
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 0.65-0.BC;
components: the price range is
0.75-0.H JT components: the price range is 0.66-0.
The above survey prices are the prices including tax and excluding transportation.
Click to view more component price information
The above price data is from Digital New Energy DataBM.
浙公网安备33010802003254号