This week, according to a survey conducted by the Digital New Energy
DataBM. Com, This week, only Longji Green Energy partially lowered the price of components, and some products were reduced by 0.01-0. Five second-tier and third-tier enterprises have lowered their quotations by 0.01-0.Domestic distributed demand is still flat, and a few leading manufacturers have slightly lowered their component production schedules by 0.2-0. With the current weak demand and the upstream ", the State Administration of Market Supervision and Administration, in collaboration with the Photovoltaic Industry Association, is promoting the guidance of price compliance in the photovoltaic industry. Two follow-up issues will directly determine the follow-up trend of the PV market: one is how the price compliance guidance will be implemented , and the other is whether the distributed market and the centralized procurement market will be brought into supervision simultaneously.
In addition, on the demand side, the component market is still driven by centralized projects this week, and the demand for new tenders in a single week reaches 1.
Specifically,
the price of TOPCon components continues to decline. The overall quotation range is maintained at 0.65-0. Longji Green Energy lowered its 620-625W product quotation by 0.01-0.03 yuan/W this week. At present, the mainstream transaction price of head and second-and third-tier enterprises is maintained at 0.66-0.
This week, 615-620W
and 710-715W low-power products of second-and third-tier manufacturers have been reduced to varying degrees, and the price has further dropped to 0.62-0. This part of products has been sold by distributors in large quantities, and distributors still maintain a slight decline in the price of 0.01-0.BCcomponents , and the quotation remains at 0.75-0.This week, the regular quotation of leading enterprises is stable as a whole. The 640-645W low-power products of Longji Green Energy are reduced by about 0.01-0.03 yuan/W , and the spot scale of this part is about 10 MW. The price
of HJT components remained stable at 0.77-0.77, the overall price remained between 0.69-0.77 yuan/W , and the very low price components were cleared. The lowest price rose to 0. Recently, the transaction price of a small number of distributed orders was 0.70-0. However, this week, it was observed that the inventory level of distribution channels was high (about 30-40 MW), and there was a possibility of price decline in subsequent inventory clearance. On
the supply side, after a sharp rise in early July, the domestic PV module production schedule experienced a pullback in late July. Two of the leading manufacturers will further slightly reduce their component production schedules in August, while most of the leading manufacturers will remain unchanged . At the same time, the current inventory level of head manufacturers is relatively low, especially the 620-650 W medium version components, and some manufacturers have negative inventory status, so there is the possibility of increasing production in August. According to Digital New Energy DataBM.
In the overseas market , the centralized demand has performed well recently, and the component price has remained stable. This week, a number of leading manufacturers added new orders on centralized projects, mainly BC and TOPCon components. 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, the special price inventory has been rising, and the market shipment speed has slowed down. At present, the shipment target market is still centered on Jiangsu and Zhejiang regions, with the main shipments concentrated in 630-635W medium version components, and the components with 620W power and below are gradually stopping receiving orders. In contrast, the recent shipment of 720-735 W products is slow, the demand for purchasing and inquiry is less, and the inventory and stock age continue to rise.
Centralized market demand rebounded sharply, with a one-week bidding demand of 1.78 GW , mainly from Anneng Group's 1.
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 0.69-0.
The above survey price is the price including tax and excluding transportation.
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The above price data is from Digital New Energy DataBM.
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