This week, the price of batteries rose slightly, but the rise in upstream costs failed to be transmitted to the component sector, and component prices continued to decline.
According to the survey of Digital New Energy DataBM. Com, the current price of batteries has risen to 0.32-0.35 yuan/W , but the price of components has fallen instead of rising.
Due to the low demand, high inventory and increasing pressure on manufacturers to ship goods, the market competition is becoming increasingly fierce, and the situation of "grabbing orders at low prices" is gradually increasing. Some first-line manufacturers revealed that at this stage, forcing component price increases is not only less likely to be implemented, but may even face the risk of loss of orders due to price disadvantages.
Overall, the market rebate, special components are still more, near the weekend, there are two major head manufacturers to lower the price of the whole system. According to insiders of some leading manufacturers, as the current market still prefers low-priced products, coupled with frequent price cuts of some brands, the risk of further decline in component prices next week is still high.
Specifically,
the price of TOPCon components remains stable, and the price range remains at 0.70-0.82 yuan/W . This week, Jingke Energy and Zhengtai Xinneng lowered the price of components by 0.02-0.03 yuan/W . Mainstream products are priced at 0.75-0.77 yuan/W , but according to some dealers, the price can be further reduced by 0.005-0.01 yuan/ W on the basis of the original price.
At the same time, some second-and third-tier manufacturers set prices according to the volume, and in the case of large demand, the transaction of conventional components can be as low as 0.71-0.73 yuan/W . The overall transaction level further dropped to a lower level of 0.71-0.76 yuan/W . The price of
BC components remained stable, and the overall quotation range remained at 0.75-0.96 yuan/W . Although some head manufacturers have cancelled the rebate, the market special supply still exists, mainly concentrated in 645 W and below products, the price is 0.81-0.83 yuan/W ; The transaction price of mainstream 650-670 W products is stable at 0.81-0.85 yuan/W . The price of HJT
components remains stable, and the quotation is between 0.73-0.83 yuan/W . This week, the focus of observation has been highly concentrated below 0.79 yuan/W . According to the survey of digital new energy DataBM. Com, the domestic demand for HJT procurement is insufficient, the current monthly production schedule of head manufacturers does not exceed 0.5G W , and the release of production capacity is limited. In
the overseas market , this week's demand is better than last week's, and domestic suppliers have recovered their supply speed after the holidays. It is noteworthy that as a major export market, component prices in Europe have risen again. According to the data of overseas institutions, the price of TOPCon and BC components rose by 6-9% annually, with the price of BC components remaining at the highest point . This week, TOPCon components in the European market were quoted at $0.11-0.13/W , while BC components were quoted at $0.12-0.18/W . On
the supply side, the production schedule of components has changed. Compared with the trend of " two upward adjustments and the rest stable " at the beginning of the month, about three large factories have slightly lowered their production schedules in May in the past week , which shows that the market is still pessimistic about the short-term prediction of terminal demand. According to the survey of Digital New Energy DataBM. Com, the domestic component production schedule is expected to be slightly reduced to about 34-35 GW in May. In the
distributed market, the shipment momentum of special components is still strong. However, due to the fact that most of the special components are degraded products, some purchasers who pay more attention to the quality of components begin to turn to the conventional components of the second-and third-tier enterprises. From the perspective of demand structure, the current procurement is still highly concentrated in the household market, in order to increase the number of orders, more manufacturers have begun to undertake small batches of scattered orders. With the gradual release of
centralized market demand , the demand for one-week component procurement bidding reached 11.5G W , mainly driven by the annual component procurement project of Datang Group. At the same time, the number of calibration projects has increased significantly, and the capacity of open projects has reached 6.1GW .
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.70-0.82 yuan/W .
BC component: the price range is 0.75-0.96 yuan/W .
HJT module: the price range is 0.73-0.83 yuan/W .
Click here for more component pricing information.
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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