This week, the market demand for photovoltaic modules at home and abroad has both weakened, and the prices of upstream links in the industrial chain have also fallen. In such an atmosphere, the downward trend and scope of product prices in the module sector have significantly expanded. This week, three major photovoltaic module manufacturers entered the price reduction ranks. According to the follow-up survey by the
Digital New Energy DataBM. Com, since late March, overseas component orders have gradually decreased, while domestic terminal demand has failed to "relay", the prices of upstream silicon materials, silicon wafers and batteries of superimposed components have continued to decline, and most purchasers still hold a "bearish" attitude towards the current component market. The purchasing intention is cautious. Under the
comprehensive influence, the scope of price reduction of photovoltaic modules continued to expand. Second-and third-tier manufacturers have been "rushing" since late March, and have been lowered to the current 0.71-0.75 yuan/W range. It is worth noting that in the current market sentiment, it is difficult for large head component manufacturers to stand up to the price . The three major factories of Jingke Energy, Trina Solar Energy and Tongwei Stock Company lowered the price of TOPCon component products to 0.76-0.80 yuan/W this week.
Specifically,
the price of TOPCon components continued to decline this week, with the overall quotation range falling at 0.73-0.83 yuan/W . This week, the quotations of three major photovoltaic module manufacturers, Jingke Energy, Trina Solar Energy and Tongwei Stock , were lowered by 0.01-0.03 yuan/W . At present, the external quotation of components of head manufacturers is generally concentrated at 0.76-0.80 yuan/W .
From the channel side, in order to boost shipments, the head manufacturers are still increasing the rebate to dealers. Under the maximum rebate policy, conventional components can achieve a minimum of 0.75-0.77 yuan/W .
In addition, this week, some manufacturers also released a new batch of large marine regression and remaining components of the project, and the quotation was further reduced to 0.74-0.75 yuan/W . The overall quotation range of
BC components is maintained at 0.76-0.92 yuan/W . This week, some second and third-tier manufacturers continued to lower their quotations, with prices concentrated at 0.80-0.82 yuan/W , but failed to effectively stimulate transactions. In terms of
special price components, 610-620 W special price components were shipped quickly within a week after being reduced to 0.64-0.69 yuan/W , while 660-670 W special price components were unsalable in small quantities, and the inventory pressure was not relieved.
HJT component prices were mixed this week, with the overall range expanding to 0.72-0.85 yuan/W . In the first half of the week, the component price of some small manufacturers dropped to about 0.72 yuan/W , mostly the remaining products of centralized projects, but the current shipment effect is general. At the same time, some leading manufacturers revealed that they had no intention of reducing prices to grab the market, and the focus of follow-up shipments would fall on household optical storage systems, with the price of high-power products temporarily stabilizing above 0.83 yuan/W . In
the overseas market , the demand for overseas procurement is cold and the demand for distribution is reduced. At the same time, according to the survey of Digital New Energy DataBM. Com, the quotation of some manufacturers for overseas centralized projects has been greatly reduced (excluding tax freight rate of 0.09-0.10 US dollars/W ), and the phenomenon of low-price bidding still exists. The quotation of overseas distributed components has not changed significantly. This week, the quotation of TOPCon components in the European market is $0.11-0.12/W , and that of BC components is $0.10-0.15/W . The
distributed market as a whole is still dominated by "asking more and buying less". According to some head manufacturers to the digital new energy DataBM. Com, although the recent inquiry volume continued last week's active trend, but the demand is more fragmented, mostly scattered orders, has not yet formed a batch of orders. Most large-scale projects are still in the wait-and-see stage, end customers generally only inquire but not place orders, and the market wait-and-see sentiment has not improved substantially.
Centralized market demand returned to a low level, with component procurement bidding demand of only 0.23 GW , down sharply from 7.84 GW last week . The number of calibration projects is very small and the procurement capacity is not announced.
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 0.76-0.92 yuan/W .
HJT module : the price range is 0.72-0.85 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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