This week, driven by a number of anti-involution meetings in the industry and the successive landing of related policies, Photovoltaic " According to DataBM , Tongwei shares clearly issued new price guidance. The whole system was raised by 0.01-0.
The expectation of market price increase is continuing to ferment. Some manufacturers said that the price increase trend of raw materials upstream of photovoltaic modules is extremely significant, but whether it can be "quickly" transmitted to the module side remains to be seen.
At present, the resistance of component price increase mainly comes from the terminal demand, the photovoltaic installed market has not yet shown a substantial recovery, the domestic and foreign demand is flat, especially in the distributed market, the wait-and-see sentiment is strong, and the acceptance of high quotations by purchasers is still limited.
However, stimulated by the strong price increase signal of upstream raw materials, terminal purchasers did start to take action this week. Many power station purchasers have placed orders to purchase components this week and asked for early delivery, hoping to complete the order delivery before the price increase fully falls to the ground. The special price components of some manufacturers even appeared the situation of "grabbing orders".
Specifically,
the price of TOPCon components was mixed, and the overall quotation range was maintained at 0.65-0. This week, Zhengtai Xinneng and Atlas lowered their quotations. Tongwei shares fell first and then rose twice. However, according to the survey, although the first increase, there are still 640-650 W and 715 W above products on the market according to the old contract price, the price increase has not yet been fully transmitted to the actual transaction end. In contrast, the sales of 625-630W products are outstanding, and the speed of destocking is faster. The price of
BC components declined slightly, and the quotation range remained at 0.75-0. Gaojing Solar lowered its quotation by 0.02-0.03 yuan/W , of which 645-655W products have declined by 0.05-0 in the past two months. The mainstream transaction price of leading enterprises is concentrated at 0.81-0.84 yuan/W , while that of second-tier and third-tier manufacturers has fallen to 0.73-0. It is worth noting that, according to the feedback from some second-tier and third-tier manufacturers, the orders in the factory are still dominated by OEM demand, and the terminal scattered orders have not improved significantly.
According to the survey of Digital New Energy DataBM. Com, the price of HJT components of head manufacturers will be raised by 0.01-0. The purchasing sentiment of HJT components is not as high as that of TOPCon components, and the transaction price in the distributed market is actually concentrated at 0.68-0.
In the overseas market , the demand remains weak. Some head manufacturers revealed that there were fewer new overseas orders in the near future, and the distributed performance was flat. 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 is slightly warmer. This week, local head manufacturers and second-and third-tier manufacturers have reported an increase in orders, and the main shipments are concentrated in the 620-630 W power segment. Among them, the short-term demand side has a "price-for-volume" warming window. The price range is 0.61-0.
In addition, according to the recent feedback from some TOPCon manufacturers, in view of the recent increase in demand for products in special application scenarios such as dust prevention, many enterprises have recently begun to increase mass production. The power of such products is concentrated in the 625-650 W range of the medium version, and the price is slightly higher than that of the conventional products by 0.01-0.
The centralized market demand has fallen, and there is a lack of large orders this week. One-week bidding demand is only 0. The scale of bidding has risen sharply to 1.49 GW , mainly relying on Aba Rongan of Guoneng Dadu River Company
. 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 0.68-0.
The above survey prices are all prices including tax and excluding transportation.
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The above price data is from Digital New Energy DataBM.
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