Old friends, the price of components can't bear it again this week! TCL Zhonghuan and Runma Solar Energy took the lead in reducing prices, with a price of 1 to 2 points. The driving force of
this round of decline is the sharp price reduction of upstream costs. Silicon wafers and batteries fell for two weeks in a row, with batteries falling to 0.28 to 0.33 yuan per watt. As soon as the cost collapsed, the price of the components lost their confidence: the distributed head was still biting, the centralized head could not hold up first, and some of the head quotations were returned to about 0.7 yuan per watt. In addition, the terminal is still on the sidelines, and the components can only follow the callback. Look at it
in three lines.
TOPCon assembly, slightly loose. TCL Central and Runma Light Energy were reduced by 1 to 2 points, the head mainstream was between 0.69 and 0.72 per watt, and the second and third lines were between 0.66 and 0.69 yuan. Note that the inventory of 650 to 655 watts high power section is getting higher and higher, and the quotation has dropped to 0.74 to 0.76 yuan.
The BC component seems to be the most stable. The mainstream is 0.8 to 0.82 yuan per watt. Below 650 watts, it is 0.75 to 0.78 yuan per watt. However, some manufacturers have impulse at the end of the quarter, and it is expected that 1 to 2 points of rebate will be set aside for 650 to 655 watts in the future, and there is still room for exploration. The price
of HJT components is still slipping down. 0.67 to 0.77 yuan per watt, the lowest estimate is 0.67 yuan, mainly concentrated in inefficient components, some brands are still pressing 40 to 50 MW inventory, the probability of falling again.
In a word, the price reduction tide has been transmitted to the whole industry chain, and it is estimated that it will go down in the short term. However, there are also leading manufacturers who have declared that they will not follow the price reduction for the time being. How many of them can hold their breath next? Is the price really stable, or is it a false shot? Chat in the comments section, see you next time!
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 0.67-0.78 yuan/W.
BC component: the price range is 0.78-0.86 yuan/W.
HJT module: the price range is 0.67-0.77 yuan/W.
The above survey price is the price including tax and excluding transportation.
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