In the first half of the week, the quotations of large manufacturers of head components were mixed. Three large manufacturers lowered the component quotation; one of them adjusted the quotation after the price reduction, and the component side rose for the first time. The turning point of
market sentiment in this round was mainly due to the continuous fermentation of price compliance guidance activities in Yancheng last week, and the sentiment in the upper and middle reaches of the photovoltaic industry chain first started to repair: on August 3, the main polysilicon futures contract PS2609 closed the trading limit, with a one-day increase of 9%, which was the first trading limit in the second half of the year, and also led to the bullish expectations of the spot market in the industry chain. The industry generally spread the news that the prices of silicon materials, batteries, components and other products will be raised in an all-round way.
Up to now, one head component manufacturer has tried to raise the price of components slightly, and another four head component manufacturers intend to follow up the news of price increase. The atmosphere of rising market prices is continuing to heat up.
However, according to further research by the Digital New Energy DataBM. Com, the price rise at the component end has not yet landed on a large scale. Most manufacturers still hold a wait-and-see attitude and have not yet updated their quotations.
Specifically,
the price of TOPCon components continued to decline in the first half of the week, and the overall price range fell back to 0.65-0.76 yuan/W . In the first half of the week, Tongwei shares , Zhengtai Xinneng and Atlas successively lowered their component quotations by 0.01-0.03 yuan/W . The average price of mainstream transactions narrowed to 0.65-0.71 yuan/W .
It is worth noting that although the quotation side continues to weaken, the distributed market demand has ushered in a phased recovery-according to some head manufacturers to the digital new energy DataBM. Com, the first half of the component price experienced a "first drop and then callback" fluctuation, effectively stimulating terminal procurement, with new delivery demand exceeding 30 MW in one day. Among them, the 625-630 W power section is the most full, the inventory supply is tight, and the delivery period has been extended to 3-5 working days ; The inventory of 640-650W products is relatively abundant, and the price is stable at 0.72-0.75 yuan/W .
BC components are stable as a whole, with a price range of 0.75-0.83 yuan/W . In the first half of the week, the quotation of conventional products of head enterprises remained stable, and the transaction price was concentrated at 0.81-0.84 yuan/W . In the past two weeks, the price reduction of 640-645W low-power products has led to an increase in the number of inquiries, but the terminal purchasing preference has not changed significantly-low-efficiency special products (0.74-0.77 yuan/W) are still the main inquiry force of BC components, and the accumulation risk faced by conventional products has not been alleviated. The price
of HJT components remained stable, and the overall price remained between 0.68-0.77 yuan/W . At present, the price of high-efficiency components above 720 W of the head manufacturer is about 0.68 yuan/ W, but this week there is news that the price of the power section components is expected to rise.
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 0.68-0.77 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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