In the first half of the week, the price increase in the PV module market was temporarily suspended, with partial price loosening, and it is expected that there may be a price correction in the later period.
According to the survey by the Digital New Energy DataBM. Com, the upstream market of the photovoltaic industry chain has accelerated to cool down, and the batteries have continued to decline for two consecutive weeks. This week, the price of 210R cells reached 0.29-0.30 yuan/W , with a cumulative withdrawal of about 21.1% from the high point (0.38 yuan/W) . Affected
by the upstream price reduction, the rising trend of component prices has come to an end . According to the survey of digital new energy DataBM. Com, at present, the head manufacturers have no plans to raise the price, and the quotation of conventional component products is temporarily stable. But at the same time, in the first half of the week, the price of special and low-power products of some first-line component brands has declined slightly, and the price of low-efficiency components has fallen back to 0.66-0.68 yuan/W .
However, the price fluctuation is only the appearance, and the biggest factor that the current component market continues to be sluggish is still the sluggish downstream demand. Looking back on the recent market, although the component quotation in August has experienced two rounds of upsurge, the high-price transaction orders have not been able to form a scale, mostly staying at the inquiry level, and the order landing is difficult. However, it is noteworthy that the domestic photovoltaic market will gradually enter the traditional peak season of construction and stock since September. If the centralized procurement projects and distributed demand of central state-owned enterprises can be released as scheduled, the downward trend of component prices is expected to slow down. In terms of
component price index, the big data of digital new energy DataBM. Com shows that as of September 2, the component price index of TOPCon210mm is 0.72 yuan/W, which is the same as yesterday; the component price index of TOPCon210R is 0.73 yuan/W, which is the same as yesterday; The TOP Con182mm module price index was 0.69 yuan/W, unchanged from yesterday; the HJT210mm module price index was 0.71 yuan/W, unchanged from yesterday.
Specifically,
the price of TOPCon components is slightly loosened, and the quotation range is 0.66-0.78 yuan/W . In the first half of the week, there was no change in the quotation of head component manufacturers, with mainstream transactions concentrated at 0.70-0.73 yuan/W , while second-and third-tier component manufacturers maintained at 0.68-0.70 yuan/W .
It is noteworthy that some manufacturers hoarded a large number of 650 W high-power products before the current round of price increases, due to the scarcity of signed bills and poor inventory depletion during the price increase period, the quotation in the first half of the week has fallen back to 0.75-0.76 yuan/W . At the same time, the price of 615-620 W and 710-715 W components of the head brand also began to loosen, reaching 0.66-0.68 yuan/W , and the supply of low-price goods increased. The price of
BC components is stable as a whole, and the quotation range is 0.74-0.86 yuan/W . About half a month since the head enterprises raised their quotations, terminal transactions are still largely concentrated in low-price contracts in the early stage, most of the order transaction prices are concentrated in 0.81-0.83 yuan/W , and the new price has not yet become the main trading force.
In addition, leading enterprises have recently released large quantities of low-efficiency products below 650 W, with transaction prices as low as 0.75-0.76 yuan/W . The price of HJT
module is partially loosened, which is now at 0.68-0.77 yuan/W . In the first half of the week, the price of HJT components in the distribution market declined slightly, and now the lowest price is 0.68 yuan/W .
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 0.66-0.78 yuan/W.
BC component: the price range is 0.74-0.86 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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. The above price data comes from the research of digital new energy DataBM. Com, for reference only. If you have any questions, you can send a private message to the background.
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