This week, affected by the significant cooling of the upstream market, the photovoltaic Although the market quotation of photovoltaic modules had been raised intensively before, the actual transaction of high-priced modules was not satisfactory, which led to the failure of module manufacturers to cash the price increase dividend in this round of rising prices. On the contrary, some orders were lost because of the rising quotation.
According to Digital New Energy DataBM,
it is noteworthy that there are rumors in the market that some battery component companies intend to try to negotiate a "collective price" through meetings. However, the news has not yet been confirmed. As for the
component price index, according to the big data of the Digital New Energy DataBM. Com, as of August 28, the TOPCon210mm component price index was 0.72 yuan/W . The price index of TOPCon210R modules was 0.73 yuan/W , unchanged from last week; The TOP Con182mm module price index was 0.69 yuan/W , unchanged from last week; The price index of H JT 210mm modules is 0.
Specifically,
the price of TOPCon modules continues to rise. The overall quotation range remained at 0.67-0. Five manufacturers raised their quotations this week , but the overall transaction price remained at
0.68-0. There are large-scale degraded products in the market. Driven by the sharp rise in the price of conventional components, the actual transaction price of degraded components increased by about 0.03-0.04 yuan/ W compared with last month. The price of 615-620 W and 710-715 W components of the head brand has risen to 0.67-0. However, the transaction situation of this part of low-price degraded products is not optimistic, and the unsalable situation of the component market has intensified this week. The price of
BC components was stable, and the quotation range was maintained at 0.74-0. This week, the quotation of some models of Aixu shares was raised by 0.02-0.03 yuan/W . Among them, the price of 770-775W components has not changed significantly, and remains at 0.77-0. At the same time, 650-655W popular power segment components of some second-and third-tier brands. The quotation is still at 0.74-0.
The price of HJT modules remains unchanged at 0.69-0. Although the price of HJT cells is at a high level, it has not been transmitted to the module end, and the price of modules is still stable. The main reason is that HJT cells are mostly for self-use and are less affected by price fluctuations. However, there are still a large number of low-cost heterojunction modules in the market, with a scale of 40-50 MW and a quotation of 0.69-0.
Component production in September is now flat as a whole. Previously, affected by the rapid rise in battery prices, some component manufacturers have released signals to stop purchasing and reduce production schedules. However, with the price of batteries falling this week and the pressure on the cost side easing, the expectation of component companies to reduce production has weakened. According to this week's survey, component manufacturers are generally inclined to maintain existing production schedules .
In addition, the stable production schedule was also due to the relatively stable orders. The orders of leading manufacturers in the third quarter were relatively considerable, and the centralized project reserve was relatively sufficient. The OEM orders of small and medium-sized manufacturers were also relatively full, but most of them were concentrated on the demand for orders of medium and low power components, which were more popular in overseas markets. According to Digital New Energy DataBM.
In the overseas market , the price increase in the domestic photovoltaic market was not smoothly transmitted to the overseas market. Although the quotation was raised, the transaction situation was extremely unsatisfactory. In terms of price, taking the European market as an example, the quotation range of TOPCon components is $0.11-0.13/W , and the quotation range of BC components is $0.11-0. This week's high quotation orders have not yet landed. The overall demand of the
distributed market continues to weaken. With the rise of component quotation, the willingness of terminal purchasing has declined significantly, and the orders that can actually be transacted after the price increase are rare, and the market is still in the wait-and-see stage of "more inquiries and fewer transactions". However, from the actual transaction structure, the demand for 580-590 W power segment has increased slightly. According to some second-tier and third-tier manufacturers, the
centralized market demand for digital new energy DataBM has increased significantly, and the demand for new bidding in one week is 4. The demand for bidding in one week remains stable, with a scale of 5.2G W . Mainly by CNNC 4.
The price information obtained from the survey of the digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.67-0.BC
components: the price range
is 0.74-0.HJT components: the price range is 0.68-0.0 HTML 0 UNK8 1 The above survey prices are all prices including tax and excluding transportation. 0HTML0UNK82 Click to view more component price information
The above price data is from Digital New Energy DataBM.
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