In the first half of the week, component manufacturers' quotations were mixed.
In the context of falling upstream raw material costs and continued weak terminal demand, component manufacturers have shown two coping strategies:
on the one hand, manufacturers with second-and third-tier brands have generally lowered their quotations to 0.78 yuan/W or below; On the other hand, the first-line head manufacturers adopted the strategy of " stopping falling by rising", and in the first half of the week, three manufacturers have adjusted their quotations back to the range of 0.80-0.83 yuan/W . However, the survey of digital new energy DataBM. Com shows that there are few orders at this price. The reason for
this round of head manufacturers to raise their quotations is still due to the sustained fatigue in demand- the current price reduction is difficult to effectively stimulate order growth, so they choose to reverse the price increase to curb the excessive decline in component prices.
Specifically,
the price of TOPCon modules was slightly reduced, and the overall range was maintained at 0.75-0.83 yuan/W . Among them, Zhengtai Xinneng's quotation decreased slightly by 0.01-0.03 yuan/W .
It is noteworthy that in the first half of the week , three manufacturers of Jingke Energy, Jingao Science and Technology and Tongwei Stock will return their quotations to more than 0.80 yuan/W . However, the center of gravity of the transaction price has not moved up significantly. According to some head manufacturers to the digital new energy DataBM. Com, this round of quotation increase is more reflected in the external quotation level, the actual transaction price still retains a larger flexible space for different customers, the overall transaction price is still in the range of 0.74-0.78 yuan/W . The price of
BC components dropped slightly, and the overall range remained at 0.75-0.92 yuan/W . Among them, the price of some models of Aixu shares has been reduced by 0.01-0.02 yuan/W , and the overall trading range of BC component products has been reduced to 0.79-0.84 yuan/W . In addition, this week, a small number of new products have been added, and the price of components is as low as 0.75-0.77 yuan/W , which has not yet formed a significant pull on the transaction. The price
of HJT components remained stable, and the overall range was maintained at 0.72-0.85 yuan/W . A head HJT manufacturer still adopts a price strategy for high power, but its low-power HJT component products and TOCon component products release a large number of special supply, and the price is about 0.02 yuan/ W lower than last week .
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 0.73-0.83 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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