The quotations of major manufacturers have stabilized at 0.8 yuan/W, breaking through 0 rapidly.
At the same time, the domestic production schedule has also been raised synchronously.
It is worth noting that, similar to the "531" rush to install in 2025, the recent phenomenon of order default broke out again. Some enterprises "postpone delivery" and require "delivery at a higher price", which has a great impact on the current installation of terminal power plants and the delivery rhythm of distributors.
Specifically,
the price of TOPCon components rose slightly, and the overall quotation range was maintained at 0.75-0.12 among the price adjustment enterprises. Jingke Energy raised its quotation twice in the week, with a cumulative maximum increase of 0.15 yuan/W , and the current actual transaction price generally fell at
0.75-0. Some second-and third-tier enterprises have also made more orders recently, and their regular mainstream quotations have risen synchronously at 0.705-0.BC
component prices. The quotation range rose to 0.76-0. The quotation of Longji Green Energy and Aixu shares rose again by 0.04-0.08 yuan/W . Although the quotation has broken through the high level of 0.90 yuan/W , the actual transaction is still concentrated at
0.76-0. Recently, BC components have launched new products such as large version (770-780W) and medium version (660-680W), but due to the slow transmission of terminals, the current market transactions are still dominated by conventional models . The price
of HJT components has risen partially, and now the overall price has risen to 0.70-0.The market of HJT components is relatively stable, and there is no large-scale hoarding phenomenon. The actual transaction price has increased significantly compared with the previous year, 0.75-0.
In the overseas market , there is a phenomenon of "double increase in volume and price" in the component export market. The cancellation of the tax rebate policy has prompted enterprises to expand the scale of rush transportation. The price of TOPCon components has risen significantly. In Europe, Latin America and other offshore markets, the export price has been raised by 10-20%, and the current European quotation is 0.08-0.
On the supply side , four leading manufacturers have confirmed an increase in the production schedule of components in January. The original vacation arrangement of some bases in East China was cancelled, production was generally resumed and some overtime production was carried out. It is expected that the component production schedule will increase by 1-2G W in January .
Previously, according to a survey conducted by the Digital New Energy DataBM. Com, At the end of December, the leading enterprises disclosed that they would raise the production schedule (see The distributed market demand has not kept pace with the rising price. At present, the shipments of domestic manufacturers have indeed risen sharply, but most of them come from distributors hoarding goods , and the low-price contracts signed in the early stage ( 0.75-0. As a result , some domestic orders have been delayed in delivery, and phenomena such as "failure to perform the contract" and "overdue refund" have reappeared. On the other hand, some end customers (mainly concentrated in East China, North China and other regions) who are eager to install recently have placed urgent orders in the past two days. Due to the rapid price rise, some customers have turned to purchase low-power products (580-590 W) or second-and third-tier brand products with lower prices, which indirectly consumes a large amount of domestic component inventory. Centralized market demand has rebounded slightly, and the overall level is still low. The one-week component procurement bidding demand is about 0. The calibration scale is 0. This week, The price information obtained from the survey of the digital new energy DataBM. Com is as follows: TOPCon module: the price range is 0.75-0.HJT module: the price range is 0.70-0.TOPCon module: the price range is 0.75-0.HJT module: the price range is 0.70-0.HJT module: the price range is 0.70- BC component: The price range is 0.76-0. The above survey price is the price including tax and excluding transportation. Click here for more component pricing information. The above price data is from Digital New Energy DataBM.
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