With the cancellation of the export tax rebate policy coming into effect, the photovoltaic module market has further cooled down this week.
Component prices continued to decline, and two manufacturers lowered their quotations in the week. At the same time, in order to encourage shipments in April, some manufacturers launched a large-scale rebate strategy. According to a survey by the Digital New Energy DataBM. Com, some manufacturers tried to push up prices last week and shipped poorly. This week, they not only pulled back their quotations, but also increased the amount of rebates on channel-side shipments.
At present, the domestic component market demand is light, the number of new overseas orders is small, and the inventory is overstocked. Some component manufacturers disclosed to the Digital New Energy DataBM. Com that the price of components may go down further after the festival.
Specifically,
TOPCon components continued to decline, and the overall quotation range dropped to 0.73-0.83 yuan/W . This week, two manufacturers lowered the price of components by 0.01-0.02 yuan/W . At present, only three leading manufacturers in the market offer components above 0.8 yuan/W, while most of the other manufacturers'quotations have fallen to 0.75-0.79 yuan/W .
It is worth noting that, affected by the rebate strategy of some manufacturers, the channel price has further declined, and the price of some brands of conventional mainstream products has generally been pulled down to 0.75-0.77 yuan/W . The overall quotation range of
BC components is maintained at 0.78-0.96 yuan/W . This week, BC's high-power mainstream products also began to offer low-price rebates , with a price difference of 0.01-0.03 yuan/ W between manufacturers and channels. The transaction price dropped to 0.81-0.84 yuan/W . Some second-tier and third-tier manufacturers followed up the downward adjustment, with 645-650 W special price products as low as 0.76-0.78 yuan/W . The price of HJT
components remains stable, ranging from 0.75-0.85 yuan/W . HJT module products are generally upgraded to 730W and above, and the manufacturer's quotation is still on the high side, between 0.82-0.85 yuan/W . At the same time, as a relatively inefficient product, the regular price of 700 W components is 0.78-0.80 yuan/W , but the special price of some head brands is as low as 0.70-0.71 yuan/W . On
the supply side, photovoltaic module manufacturers will reduce production in a large area in April. According to the survey and statistics of the Digital New Energy DataBM. Com, the total production of domestic modules in April is about 33-35 GW . Among them, the manufacturers of TOPCon components have made great efforts to reduce production, and each manufacturer plans to reduce the production schedule of components by 5-30% . Production is expected to increase slightly in April (about 5-10%) . In
the overseas market , the export tax rebate for components was officially cancelled this week, but some manufacturers reported that in fact the order volume had begun to decline since mid-March. However, due to the impact of natural gas prices, the number of inquiries for household photovoltaics in Europe has increased, but the actual transaction has not improved significantly. Overseas component prices remained stable as a whole, with TOPCon components quoted in the European market this week at $0.11-0.12/W and BC components at $0.10-0.15/W .
Distributed market demand continues to be weak, and some manufacturers have a large margin of profit through price reduction and rebate, especially in East China, the price of components is generally lower than manufacturer's quotation of 0.02-0.03 yuan/W , but it only promotes the increase of inquiries. The order is not significant, and the procurement of some large-scale projects is still mainly wait-and-see. The demand for
centralized market bidding has warmed up, and the total bidding scale has reached 7.84GW , but the pace of project bidding is slow. The capacity of the calibrated project is only 0.04 GW . This week, PetroChina 's 7 GW 2026 PV module procurement project bidding boosted the bidding scale, and the number of module procurement projects (10) also increased, mostly targeted procurement for a single power station and short delivery time. The installation demand of terminal power stations may start and land in April.
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.73-0.83 yuan/W .
BC component: the price range is 0.78-0.96 yuan/W .
HJT module: the price range is 0.75-0.85 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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