Following seven photovoltaic module sector.
At the same time, according to some head component manufacturers to the digital new energy DataBM.
In the "rising voice" market, the current speed of the head enterprise's medium version components to the library is the most significant. Some products are even in a " negative inventory " state, but the relevant manufacturers have not yet started production lines to increase production. This measure also reflects that manufacturers still have doubts about the sustainability of follow-up demand, and there is a certain risk of accumulation in production scheduling at this time.
Specifically,
the price of TOPCon components continued to move up, and the overall quotation range reached 0.65-0. The TOPCon camp added a new TCL Central to raise its offer by 0.01-0.02 yuan/W . The overall average transaction price of leading enterprises has moved up to 0.69-0.
From the perspective of transaction, the efficiency of price increase is still restricted by the low-price contracts in the early stage-some low-price contracts have not yet been consumed, and downstream dealers can still achieve order transactions at lower prices, but this buffer is gradually narrowing. On the one hand, as manufacturers raise their quotations, the remaining low-price contracts also follow a small premium, and the low quotation of conventional products around 0.65 yuan/W has been significantly reduced; On the other hand, the price of 650-655W high-power products has taken the lead in substantial transactions after the price increase, and the transaction price is concentrated in
0.75-0.BC. The quotation range is 0.75-0. This week, Longji Green Energy and TCL Central raised the quotation of BC products by 0.01-0. After the adjustment, the overall average transaction price of head components reached 0.81-0.85 yuan/W . Second-and third-tier enterprises rose to 0.76-0. In addition, the rebate activities of some leading manufacturers for 650-655W mainstream power products in the early stage have also been cancelled recently. The price of HJT
components was raised slightly, and the quotation was maintained at 0.68-0. In the first half of the week, the price of head manufacturers was raised. At present, the quotation of conventional components is highly concentrated at 0.70-0.However, according to Digital New Energy DataBM.
In the overseas market , the demand in some regions has rebounded. In August, the export orders of leading enterprises increased relatively, and the European region remained strong. Some manufacturers revealed that due to the current price increase of batteries, the price of components will rise accordingly, and overseas traders have put forward the purchase demand for the purpose of hoarding goods. 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 overall demand of the distributed market is driven by the rising price trend, showing a certain warming trend. The terminal customers who continued to wait and see in the early stage have recently placed orders one after another. In terms of regional distribution, the shipments from Jiangsu, Zhejiang and Anhui are relatively concentrated, followed by those from Shandong and Henan. From the perspective of transaction structure, the shipment is still dominated by low-priced products, focusing on some popular models of head brands, covering 620-630W and 715-720W, and the inventory of these products has been greatly digested. At the same time, there has been a hoarding of popular products on the downstream dealer side.
However, the differentiation is also obvious: the current shipment recovery is only concentrated in some low-priced models, the high-premium products of leading enterprises have not yet seen substantial transactions in the short term, and the terminal acceptance of high-quoted products is relatively limited. At the same time, the large products of the second and third tier manufacturers are facing a small risk of accumulation.
Centralized market demand decreased slightly, this week continued the downturn, one-week bidding demand was only 0. However, the scale of bidding increased sharply for two consecutive weeks, reaching 5.
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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