This week, the photovoltaic module market continued the "volume increase and price decrease" market.
In the past two weeks, the successive price cuts of leading enterprises have attracted wide attention. The two-pronged approach of "public quotation reduction + indirect rebate price reduction" has promoted a rebound in order turnover and a certain degree of decline in component spot inventory.
However, the overall market situation of the component market is still not optimistic. According to a survey conducted by the Digital New Energy DataBM. Com to a number of leading enterprises, the current domestic shipments are still dominated by centralized orders, and the demand for distributed orders has not improved. Low prices are often the deciding factor . Different from the previous market, the head of large factories has been difficult to maintain the previous price posture , following the second and third-tier manufacturers, began to significantly lower the offer .
What needs to be vigilant is that the photovoltaic module market is entering a new round of fierce low-price competition.
Specifically,
the overall price range of TOPCon components is maintained at 0.70-0.82 yuan/W . This week, two leading companies lowered their quotations by 0.02-0.03 yuan/W . The current mainstream transaction price of head manufacturers is 0.73-0.78 yuan/W .
It is noteworthy that the production focus of leading enterprises is gradually shifting to 730-735W and above high-power products in the near future. Compared with the previous situation of less quantity and longer delivery period of this type of products, the current spot inventory has tended to be sufficient, the delivery period has been shortened to 1-2 working days, and the recent transaction price has been concentrated at 0.74-0.77 yuan/W . Compared with the previous two weeks, it decreased by about 0.02-0.03 yuan/W . The quotation range of
BC components was maintained at 0.75-0.96 yuan/W , and the transaction price of head conventional products was stable. This week, there are still about 10-30 MW bulk stocks on the market, with power covering 580-670 W, mostly from the previous backlog and degraded products, although the transaction price is as low as 0.69-0.76 yuan/W . The speed of going to the library is still slow. The price
of HJT modules declined partially, at 0.73-0.83 yuan/W , and the decline range was concentrated in 700-720 W modules. This part of power components is mainly sold in dealer channels, which is currently reduced to 0.73-0.76 yuan/W . In addition, the price of 730W and above high-power large-version components is relatively high, but in the distributed market, the price has been lower than 0.80 yuan/W-the current price of HJT components has mostly fallen to 0.80 yuan/W and below . In
the overseas market , demand rose steadily this week, with large factories signing bills frequently, and markets such as the Middle East and Australia were active. In terms of price, the overall overseas quotation remains stable, the quotation of head manufacturers is highly concentrated at $0.11-0.15/W , and the quotation of some special scenario components reaches about $0.18/W. This week, in the European market, for example , TOPCon components were quoted at $0.11-0.13/W . The price range of BC components is $0.12-0.18/W . In the
distributed market , there is a situation of "low price volume, high price deadlock" this week. On the one hand, the delivery of components below 0.75 yuan/W was accelerated. According to the disclosure of leading manufacturers to the digital new energy DataBM. Com, some dealers began to lock in low-price orders in batches, with a scale of tens of megawatts; on the other hand, the manufacturers with quotations higher than 0.75 yuan/W said that although the demand continued to be weak, there was no price reduction plan in the short term. In the
centralized market, the purchasing demand has fallen relatively this week, but the overall bidding demand has remained stable, excluding individual GW-level large-scale centralized procurement projects. The one-week bidding demand is around 0.5G W. The demand for calibration also remains stable, about 6.2G W per week.
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 .
The above survey price is the price including tax and excluding transportation.
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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