This week, PV months" module exports surged, foreign media reported that the demand for household PV installations in Europe continued to rise, and feedback from multiple sources seemed to show that the overseas market began to improve in an all-round way. However, according to Digital New Energy DataBM, it is
specifically reflected in the following aspects: First, the number of signed orders for components has increased slightly compared with last week, but the transactions are mainly concentrated in low-price component products, and the high-price orders are extremely thin. Recently, the transaction price of TOPCon components of head manufacturers in the distributed market has fallen below 0.80 yuan/W , and the centralized market quotation has fallen synchronously, with a one-week average price of 0.
According to the feedback from some head manufacturers to the digital new energy DataBM. Com. At the beginning of this month, there were still a small number of transactions above 0.80 yuan/W in the household market, followed by a gradual shrinkage of high-priced transactions. At present, the focus of purchasing in the household market has dropped to 0.
Specifically,
the overall price range of TOPCon components has dropped to 0.70-0. The price of Jingao Technology , Yidao Xinneng and Gaojing solar modules has been reduced by 0.01-0. The current transaction price of module products is 0.76-0.
The early rebate policy of some head manufacturers is about to expire. According to its disclosure to the Digital New Energy DataBM. Com, after the end of the rebate, the component price will return to the conventional guidance price, which is expected to
remain stable at 0.79-0.BC. The overall quotation range was maintained at 0.75-0. This week, in order to ease the pressure of accumulation, some second-and third-tier manufacturers followed up with the introduction of a rebate policy, with a rebate range of about 0.10-0. The price of conventional 630-655W products can be as low as 0.75-0.The price
of HJT components remains stable. The overall range is maintained at 0.74-0. It is worth noting that the power range of Dongfang Risheng conventional HJT module products has changed, and the lowest power has risen to 710 W , which indirectly leads to the low price of HJT module. At present, the common transaction price range in the distributed market is 0.75-0.
In the overseas market , the demand for household PV is rising, which may drive the growth of overseas installed capacity. However, affected by the "export rush" triggered by the cancellation of the export tax rebate policy, the export orders of domestic enterprises have been significantly adjusted back in April after the export volume of components rose sharply in March. Customs data showed that the export volume of components increased significantly in March, with a year-on-year increase of 40% in Europe. However, according to Digital New Energy DataBM
, the overseas component market showed a trend of differentiation, especially in the European market: BC components remained popular, and the number of inquiries and prices continued to rise; TOPCon components are relatively cold, and the price remains stable. This week, TOPCon components in the European market were quoted at $0.11-0.13/W , while BC components were quoted at $0.11-0.
Distributed market demand showed a partial recovery. This week, some of the industrial and commercial power station projects that had stagnated a year ago started one after another, and the superimposed special price components continued to digest, which led to the release of certain demand, but the overall order volume remained at a low level.
Centralized market demand continued to be low, and the bidding demand for component procurement was only 0. However, the capacity of the calibration project increased significantly, reaching 4.61 GW . The calibration unit price range is 0.72-0.
The price information obtained from the survey of the digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.70-0.BC;
components: the price range is
0.75-0.H JT components: the price range is 0.74-0.
The above survey price is the price including tax and excluding transportation.
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The above price data is from Digital New Energy DataBM.
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