Old iron, after Tongwei rose last week, seven manufacturers raised their quotations in the first half of the week.
This round of price increase is mainly due to the price increase of silicon wafers and batteries, the downward transmission of upstream raw material cost pressure, and the gradual landing of component-side price adjustment this week.
Among them, the price increase is mainly concentrated on the TOPCon side, although the average transaction price is still low, but more and more manufacturers are calling for price increases or price increases. In
the first half of the week, Jingke, Tianhe, Jingao, Atlas, Yingli and Runma all rose by 1 to 3 cents. Most of the price increases are concentrated in the high power section of 650 to 655 watts, and the current transaction price is two or three cents higher than last week, reaching 0.75 to 0.78 per watt.
In addition, some conventional 620 to 625 W steel frame products have also increased by 1 to 2 cents. But in fact, we can also find manufacturers to apply for low price shipment, so there is still room for flexibility in price increase. The price of
BC components has not changed in the first half of the week, but the leading enterprises have released the news of the upcoming price increase, but the second and third-tier manufacturers have no plans to raise the price for the time being.
Heterojunction modules also increased slightly in the first half of the week, and some products of Dongfang Risheng rose by 1 to 2 cents, returning to more than 70 cents per watt as a whole. However, there are still some brands of low-priced inventory products in the distribution market, which can be obtained at about 0.68 per watt.
Despite the recent rising sentiment in the market and the rising prices of some brands, as far as we know, the terminal's acceptance of high quotations is still relatively low.
At the same time, there are still a large number of manufacturers in the market who have not followed up the price increase, most of which are small and medium-sized manufacturers, whose quotations are still below 7 cents per watt, and there is not much competitive advantage except the price, so they can only keep their share on hold first, before the profit is completely squeezed by the cost. The antagonistic pattern of "you raise yours and I defend mine" may continue for some time.
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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