In the first half of the week, the price of photovoltaic modules was still falling, and five small manufacturers lowered their quotations. After several weeks of price cuts,
head component manufacturers temporarily kept their quotations stable in the first half of this week, but the downward trend of prices continued to spread among small manufacturers. According to the survey of digital new energy DataBM. Com, the price reduction of manufacturers ranges from 0.01 to 0.05 yuan/W .
This week, under the guidance of the State Administration of Market Supervision and Administration and the Ministry of Industry and Information Technology, the General Principles of Cost Accounting Model for Photovoltaic Industry, which was compiled by the China Photovoltaic Industry Association , has been released. The standard aims to unify the cost accounting caliber and calculation method of photovoltaic industry, and provide a quantitative framework for the industry cost benchmark. In addition, it is reported that the State Administration of Market Supervision and Administration will also carry out price compliance guidance activities in the photovoltaic industry in Yancheng, Jiangsu Province in the near future. According to
some market views, The subsequent price of photovoltaic products will be monitored or "drawn" again -the current downward trend of the downstream component market may be curbed to a certain extent.
However, according to the survey of digital new energy DataBM. Com, the role of "price cost water level" is usually focused on the centralized market, the low-price competition in the distributed market is difficult to alleviate, and the possibility of price rebound of photovoltaic modules in the short term is low.
Specifically,
the price of TOPCon components dropped slightly, and the quotation range was maintained at 0.65-0.76 yuan/W . The mainstream transaction price in the market is still concentrated at 0.66-0.70 yuan/W , of which the price of 645-655W high-efficiency components falls at 0.74-0.76 yuan/W . It is noteworthy that the head enterprises do not pursue brand premium in high-efficiency products, but the price of the power segment is lower than that of the second-and third-tier brands .
At the same time, the second and third-tier enterprises continued the downward trend in the first half of the week, with five enterprises lowering their quotations by 0.01-0.05 yuan/W . The core purpose of price reduction products is inventory digestion, and the power segment is concentrated in 610-620W, with a quotation of 0.64-0.66 yuan/W . The price of
BC components remained stable, and the overall price remained at 0.75-0.83 yuan/W . The transaction price of head enterprises has been maintained at 0.80-0.83 yuan/W , and the price of second-and third-tier brand components has dropped to 0.77-0.79 yuan/W . Individual special products are as low as 0.75-0.79 yuan/W .
In addition, current purchasers prefer low-price inventory, which is 0.01-0.02 yuan/ W lower than conventional products, and the quotation is 0.80-0.81 yuan/W . This further increases the inventory level of conventional components. The price
of HJT components remained stable, ranging from 0.66 to 0.77 yuan/W . Recently, some HJT manufacturers have resumed production and supply, and the overall price above 700 W in the current market ranges from 0.70 to 0.74 yuan/W . However, the current inventory of HJT components is concentrated in the distributor channel, while the distributed demand is relatively small, and the inventory components below 0.70 yuan/W in the previous period are still not consumed.
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 0.75-0.83 yuan/W .
HJT module: the price range is 0.66-0.77 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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