This week, following the collective increase in component quotations by leading enterprises, second-and third-tier manufacturers have also followed up with component price increases. As of Friday (January 9), this round of " is noteworthy. During the week, the General Administration of Market Supervision interviewed China's Full suspension of PV industry self-discipline! According to the survey conducted by https://www.databm., many insiders in the industry said that the main driving force for the price increase in the current round of component links is the sharp rise in silver prices, coupled with the long cycle of transmission of changes in silicon material costs to the component links, there is still room for component prices to rise or even rise in the short term.
Specifically,
the price of TOPCon components rose slightly, and the overall range was maintained at 0.68-0. According to the incomplete statistics of the Digital New Energy DataBM. Com, This week, about 14 component companies raised their quotations synchronously, including 5 second-and third-tier manufacturers, which followed up by 0.02-0.06 yuan/W .
However, the actual market transaction price is still concentrated at 0.68-0. It is noteworthy that some large factories have signed more low-price contracts with distribution channels before, but with the sharp rise in market prices. Some contracts are difficult to perform. However, due to the limited acceptance of high-priced components by the terminal at present, the final transaction price of this part of the bottom price contract is finally taken from the discount between the old contract price of the distributor and the new quotation of the manufacturer.
In addition, this week, some leading manufacturers in the market launched a large number of marine regression components (power 585-590 W). Pricing is concentrated at 0.66-0. As the domestic spot price of this version is less and the price advantage is obvious, it is currently more popular in the terminal market. Some manufacturers said that the price of this part of the product will be raised again in the future. The price of
BC components rose, and the quotation range reached 0.75-0. Aixu shares and TCL Central raised their quotations this week. Push the mainstream transaction price to 0.76-0.
It is noteworthy that some new BC manufacturers have made " withdrawal " actions in the off-season. The current price of its 645-650W high-efficiency module products is higher than price of the same type of products quoted by the leading manufacturers
( 0.76-0.HJT module price is 0.70 -0. As most HJT manufacturers have entered the state of shutdown or semi-shutdown for vacation, this large-scale price increase has not been fully covered, and the leading manufacturers are actively raising prices. It is worth noting that the current HJT regular quotation is concentrated in 0.73-0.
In the overseas market , there is a certain differentiation in component procurement, the willingness to purchase low-efficiency components is low, and high-efficiency components are favored. Some manufacturers said that this part of the popular high-efficiency components are preferentially supplied to overseas regions. Taking TOPCon components as an example, the current European quotation is maintained at the level of 0.08-0.09 euros/W , while the North American component quotation is 0.25-0. The price of high-efficiency components above 640W is as high as 0.09-0.
In terms of distributed market demand , the transmission of price increase to terminals is not smooth. According to some manufacturers to the digital new energy DataBM. Com, after the price adjustment at the beginning of the month, higher than 0. In the actual shipment of the current market, a large proportion comes from the purchase of distributors, rather than real installation demand of the terminal.
The centralized market demand has not yet started, and there are few bidding projects in the first week of the year. But the calibration scale reached 2.
This week, Digital New Energy The price information obtained by the DataBM. Com is as follows:
TOPCon components: the price range
is 0.68-0.HJT components: the price range is 0.70-0.BC
components: The price range is 0.75-0.
The above survey prices are all prices including tax and excluding transportation.
Click here for more component pricing information.
The above price data is from Digital New Energy DataBM.
浙公网安备33010802003254号