In the first half of the week, the market quotation of photovoltaic modules fell into silence, and the quotation of manufacturers remained basically unchanged.
However, similar to the previous rounds of price stalemate, the current market once again presents a typical "bright, stable and dark decline" feature: a large number of special component products are concentrated in the market, and the special products of the head brand have fallen to about 0.68 yuan/W . At the same time, the second-tier brand's special products are once again between 0.65-0.68 yuan/W .
As for the deadlock of quotation, according to the survey of digital new energy DataBM. Com, the head manufacturers have not shown obvious downward willingness. There are two reasons: First, the binding force of the cost side still exists, although the price of silicon wafers is still declining. However, the price of 210R batteries, as the main specification of the medium version, has risen slightly this week (the quotation has returned to 0.31-0.32 yuan/W ). At present, the supply of high-efficiency batteries is in a state of shortage, the cost support of head component manufacturers in the main products has not completely subsided, and the space for components to fall sharply is limited .
Secondly, the demand side still has some support for the head manufacturers, and the domestic autumn shipment peak season is superimposed on the synchronous rebound of the purchasing demand for overseas medium-sized products, which makes the visibility of their orders better than that of small and medium-sized manufacturers, and it is not urgent to "exchange price for quantity".
Component price index, digital new energy DataBM. Com big data show that as of September 16, TOPCon210mm component price index is 0.72 yuan/W , unchanged from last Friday; The TOP Con210R module price index was 0.73 yuan/W , unchanged from last Friday; the HJT210mm module price index was 0.71 yuan/W , unchanged from last Friday.
Specifically,
the price of TOPCon components remains stable, and the quotation range is 0.65-0.78 yuan/W . In the first half of the week, the quotation of head manufacturers was not adjusted, and the transaction price of mainstream products was maintained at 0.70-0.75 yuan/W . However, the range of special price components of head manufacturers has been expanded, among which the price reduction products are mostly concentrated in 700-715 W low-efficiency components, which is 0.02-0.03 yuan/ W lower than original conventional quotation . The transaction price came to 0.68-0.70 yuan/W . The price of
BC components is stable as a whole, and the price range is 0.75-0.86 yuan/W . There was no price change in the first half of the week, and the mainstream transaction price of the head manufacturers was 0.81-0.83 yuan/W. A small number of high-priced transactions are concentrated in distributed orders, while industrial and commercial purchases are more inclined to 0.80-0.81 yuan/W transactions. The price
of HJT components remained stable at 0.67-0.77 yuan/W . There is no price change in the first half of the week. Recently, a small number of new orders for HJT components have been added, with a scale of about 1-5MW. The overall shipment rhythm is slow, and the manufacturer's shipment price is highly concentrated at about 0.70-0.72 yuan/W .
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 0.66-0.78 yuan/W .
BC component : the price range is 0.74-0.86 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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. 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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