In addition to Tongwei shares announced last week after the price increase, seven component manufacturers in the first half of the week (August 8-12) also collectively raised the offer.
Among them, four head component manufacturers, Jingke Energy, Jingao Technology, Trina Solar Energy and Atlas , have raised their quotations successively, and three second-and third-tier enterprises have followed up. The overall increase ranged from 0.01 to 0.03 yuan/W .
In addition, the highest price of TOPCon component products in the market has returned to 0.78 yuan/W .
This round of price increase is directly due to the price increase of silicon wafers and batteries. Upstream raw material price increases are expected to be rapidly transmitted downward along the industrial chain, and component manufacturers, driven by rising battery costs, have successively raised price guidance.
But this round of price increases is mainly driven by cost, not demand. According to the survey of digital new energy DataBM. Com, there are few high-priced products in the market at present, and some manufacturers have revealed that at present, the acceptance of the new price by the purchaser is low, and it is difficult to sign the bill.
It is worth noting that there are still a large number of manufacturers in the current market who have not followed up the price increase, and the quotation remains below 0.70 yuan/W. This part of the manufacturers are mostly small and medium-sized manufacturers, in addition to the price of the weak competitive advantage, "stay put" can temporarily maintain market share. This pattern of price game may continue for some time before profits are fully eroded by costs.
Specifically,
the price of TOPCon components is slightly increased, and the price range is 0.65-0.78 yuan/W . The average market transaction price is still at a low level, but the number of component manufacturers announcing price increases has increased significantly.
In the first half of the week, six manufacturer groups, including Jingke Energy, Trina Solar Energy, Jingao Technology, Atlas, Yingli Energy and Runma Solar Energy , raised their component quotations by 0.01-0.03 yuan/W . The most significant power segment in this round is 650-655W component products, and the overall price has been raised to a high level of 0.75-0.78 yuan/W . Annular increase of 0.02-0.03 yuan/W .
In addition, some conventional 620-625W steel frame products also follow up with an increase of 0.01-0.02 yuan/W , but in practice, they can still be shipped at a low price through application-but the delivery rhythm of low-price orders is slow, and the delivery cycle lags by 2-3 working days. There is still room for flexibility in the price increase.
BC modules are stable as a whole, with a price range of 0.75-0.84 yuan/W . This week, the head enterprises all spread the news of price increase. At present, the head transaction price is concentrated at 0.80-0.84 yuan/W . However, some downstream dealers still have preferential supply, which is slightly lower than conventional quotation by 0.01-0.02 yuan/W . Another part of the second and third tier enterprises and manufacturers revealed that there is no price increase plan for the time being. The price
of HJT components increased slightly, with a price range of 0.68-0.77 yuan/W . The quotation of some products of Dongfang Risheng has been raised by 0.01-0.02 yuan/W , and now it has risen to more than 0.70 yuan/W as a whole. But at the same time, there are still some low-priced inventory products of about 0.68 yuan/W in the distribution market.
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 0.65-0.78 yuan/W .
BC component: the price range is 0.75-0.84 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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