This week, the price increase in the PV module market began to cool down, with only three leading manufacturers raising their quotations.
It is noteworthy that, at present, the upstream and downstream game in the component market intensifies: the expectation of leading manufacturers to raise prices or even continue to raise prices is still relatively strong, but because the actual demand is very weak, the downstream wait-and-see sentiment is also increasingly strong.
According to the research of Digital New Energy DataBM. Com, the head manufacturer disclosed that there is still a plan to raise the price of photovoltaic modules in the follow-up , expecting the target price to approach 0.90 yuan/W . However, the current actual transaction price trend in the spot market obviously deviates from it: compared with last week, the arrival volume of distribution channel components has increased, the supply tends to be loose, the spot price of mainstream brand components has been loosened, and the quotation of some products has fallen to the edge of 0.80 yuan/W.
In addition, near the Spring Festival, the construction rhythm of downstream power stations is generally slowing down, the urgency of installation is not high, the phenomenon of project delay is more common, and the acceptance of current high-priced components by purchasers is low.
Specifically,
the price of TOPCon components is divided, and the overall quotation range is 0.75-0.90 yuan/W . Although the quotation of head manufacturers continued to climb slightly to a high of 0.85-0.90 yuan/W , distributors have stopped following the rise .
With the arrival of low-price contracts hoarded in the early stage, the selling price at the distribution end has been slightly loosened by 0.01-0.02 yuan/W , and the quotation range has reached 0.76-0.79 yuan/W . The turnover of about 0.80 yuan/W in the market has decreased significantly. The price of
BC components remained stable, with an overall range of 0.76-0.96 yuan/W . In the past two weeks, the second-tier and third-tier enterprises have suspended the follow-up of the upward quotation. As the leading enterprises are still executing the low-price contracts in the early stage, the price advantage of the second-tier and third-tier enterprises is not obvious at this time, and the current quotation is still maintained at 0.75-0.80 yuan/W . 0.02-0.03 yuan/W lower than head enterprise.
HJT module prices rose slightly this week, now at 0.72-0.80 yuan/W . According to the survey of digital new energy DataBM. Com, there are more spot goods in the market at present, and the price of 710-720 W delivery is concentrated between 0.77-0.78 yuan/W . In addition, the inventory components of some shutdown manufacturers are sold at a special price, which is as low as 0.70 yuan/W . In
the overseas market , the quotation is slightly higher than last week . Taking TOPCon components as an example, the current European quotation is at the level of 0.08-0.12 euros/W . However, while the quotation continues to rise, the shipment has cooled down slightly, mainly because the main purpose of the current export rush is still to hoard goods , and the purchasing willingness of overseas installers and traders is not high.
The domestic distributed market demand has obviously weakened , and more projects have come to a standstill. As the price of components continues to rise, the profit margin of the management and the general contractor (EPC) has been reduced, and many projects whose cost is calculated on the basis of the price before the rise have been unable to proceed as usual.
According to some manufacturers to the digital new energy DataBM. Com, in addition to customers in urgent need of performance, most of the project procurement has been delayed until after the year, and even some customers prefer to pay liquidated damages and request suspension of delivery. The demand for
centralized market increased significantly, and the demand for component procurement bidding in one week reached 8.29 GW , mainly driven by Huadian Group 's 8GW centralized procurement. Scaled capacity remains low at 0.65 GW .
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.75-0.90 yuan/W .
HJT module: the price range is 0.72-0.80 yuan/W .
BC component: the price range is 0.76-0.96 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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